Trust Companies

Switzerland is one of the main hubs for our core fiduciary work, but we also have a local investment management business and offer all the other family office advisory services from Switzerland. We have three offices in Switzerland in Zurich, Geneva and Neuchatel. Our investment business sits in Zurich.

One of our key differentiators is that we offer holistic advice to our clients on the various aspects of their wealth; not limited to their financial assets. Switzerland has seen substantial growth of independent asset managers but few are able to offer services beyond investment management. We strongly believe that our value proposition remains unique.

For an independently owned firm we have a remarkable array of in-house capabilities but the differentiator is not our expertise but our experience we have acquired over decades working with successful families. Our local presence combined with our global reach enables us to deal with complex, multi-jurisdictional families. We have a deep understanding of the cultural, language, legal, tax and regulatory challenges our clients face. We believe we have redefined the wealth advisory space for UHNW families. We have a demonstrably successful business, a well-respected brand and most importantly clients who have grown with the firm.

If you are interested in hearing more about how we can help please get in touch: enquiries@stonehagefleming.com