Capital Trustees

Founded in 2005, Capital Trustees is one of the first professional trustee companies licensed by the Swiss Financial Markets Supervisory Authority (FINMA), and the first authorized member of the Swiss Association of Trust Companies (SATC).

The company is specialized in the establishment and administration of trusts, also providing assistance in wealth structuring through personalized Swiss solutions, aimed at addressing, in particular, the specific needs of international families with global interests.

The Firm is privately owned and fully independent, not being part of any family office, banking or financial group. Its exclusive focus on trust activities, as well as the fact that it doesn't provide asset management services or tax and legal advisory, prevent it to incur in any conflict of interests, while freely cooperating with other advisors for the benefit of the client.

One of the most peculiar features of Capital Trustees is that it provides all core trust services in-house and not a single phase of the process is outsourced.

The Firm’s internal trust lawyers can cater a tailored advice to guarantee maximum adherence to the clients’ goals. The day-to-day management of each trust is also supported by an internal Compliance, Financial and Controlling, as well as an ICT and Data Protection department. This approach allows to achieve maximum control over processes and information flows, thus ensuring confidentiality over clients' sensitive data.

Company's organizational model

Capital Trustees' corporate organizational model is based on:

• carrying out all activities in Switzerland from its Zürich and Lugano offices;
• involving only qualified professionals in dealing with each case at every stage of the process;
• observing a "four eyes policy", meaning that each activity is always managed by at least two professionals to ensure diligence and utmost care in the provision of services;
• a solid system of risk prevention, risk management and conflicts of interest policies;
• strict internal procedures and IT policies to preserve confidentiality;
• the involvement of local specialized advisors to manage specific domestic matters such as tax and legal issues when assisting international clients;
• all core trust activities being managed in house.