Never miss a step with Private Wealth Links Switzerland 

We are

Private Wealth links fiduciary & Trust is an independent trust services group that was founded in Switzerland in 2002. The company now manages a considerable number of trusts and companies in multiple countries around the world holding considerable assets under management. Private Wealth Links & trust understands the complexities and needs of managing trusts and companies for clients in the preservation, safeguarding and creation of global wealth. Private wealth links fiduciary & trust comprises a group of professionals (lawyers, accountants and trust specialists) that have extensive expertise in the administration of trusts and structured companies. Furthermore robust tailored systems effectively ensure that documentation and reporting is of the highest quality. Private wealth links fiduciary & trust deals with the formation of trusts and companies in several jurisdictions. In addition the company provides and implements tax advice through links with professional advisors based in territories where clients are resident or have financial interests. The service offering includes to:
Act as professional Trustees of Trusts.
Incorporate companies and holding structures to own a variety of assets as required, in addition to providing the day to day administration of such companies.Provide directors and secretaries for companies associated with trusts and for stand-alone companies.Assist with the appointment of bankers and investment advisors.Provide accounting and administrative services for all the entities administered. Provide advice in conjunction with other family advisors on succession planning. Administer trusts and companies within the legal framework that has been created by professional advisors.
Prepare detailed financial statements as required by the fiscal authorities.
Provide strategic planning including the administration of complex structures.

Regulatory Bodies

The company is regulated by  “The Association  Romandes des Intermédiaires” Financiers in the receipt and administration of third party funds and the money laundering requirements of Switzerland.   ARIF is a Swiss self-regulating body on combating money laundering and terrorist financing, recognised by the Swiss Financial Market Supervisory Authority (FINMA). Its function consists of ensuring that the financial intermediaries affiliated to it comply with their relevant obligations.

Independent Trust Company

As the name implies Private wealth links fiduciary & trust is an independent trust company that has no direct interest in providing housed asset management. This positioning affords unbiased comment and enhances the ability to critically manage and review portfolios and assets.
Overseeing the growth in the underlying assets, endeavouring to determine if there is a legal ability to minimise taxation and to help mitigate the impact of inflation, are other key services provided by the company. This is also coupled with the ability of clients to diversify currencies in a complex environment.
The world is currently undergoing considerable fiscal transformation requiring trustees and high net worth individuals to be constantly vigilant about changes in regulations and reporting. Detailed planning and implementation is more paramount to avoid creating circumstances that could cause monetary difficulties in certain jurisdictions and in fact create potential liabilities.

Our values

Recognised strengths of Private wealth links fiduciary & trust are attributed to the:

1. Relationship with and detailed knowledge of clients.
2. Commitment of staff.
3. Local knowledge and global expertise.
4. Specialised client service in a family environment.
5. Highly developed association with the professional advisors, banks and assets managers.
6. Company’s independence.
7. Integrity, strength and stability

Step by step with trust and confidence

We are at your entire disposal please call us. +41799477617  email. [email protected]