banner services

We Offer Multi Family Office, Corporate Engineering and Independent Trustee Services

Our aim

> Our aim is to build long lasting relationships with our clients, our professional business partners and to provide them with genuine customized services, based on independent advice. We add value, efficiently and with a smile.

> Our advisory, corporate engineering and trustee work is strongly supported by a full range of legal, accounting and administrative services in over 30 jurisdictions.

> We believe in designing solutions, fitting the specific needs of our clients and adapted to any changes in their personal, fiscal and professional environment. We offer structured solutions including companies, partnerships, trusts, foundations and investment funds.

Our Trustee Services

> We are able to provide for Professional Trustee Services in Switzerland, New Zealand and the USA — in Switzerland and New Zealand under the brand ACE TRUSTEES — and to offer intelligent, independent and pro-active Trustee Services under any Trust Legislation.

> We are active Trustees, providing positive, transparent and informed trusteeship, able to deal with assets that are substantial and complex. We identify potential problems and deal with them before adverse issues arise. We provide a forum for the families. We understand the wishes of family members with a view to avoid disputes that could be so damaging for family wealth. We are able to manage conflictual situations and actively bring solutions in any circumstances.

> Besides this, we have developed a specialization in philanthropic services through the establishment and administration of Charitable Trusts and Foundations.

Our Commitment

> Our commitment to understand our client’s objectives enables us to implement well-informed decisions in a very efficient and timely manner. We assist them in developing a valuable strategy. This is achievable only due to the expertise of our Directors and Trust Officers who have a background in advising on tax, legal, business and succession matters combined with a solid experience in commercial/transactional and financial work.

Corporate Engineering Transactions
Here are examples of where ACE has practical experience:

  • > Structuring Private Equity Investments through Holding Companies
  • > Structuring Real Estate investments
  • > Capital Increases, Exchanges of shares and Contributions in kind;
  • > Transfer of location operations
  • > Structuring the holding and selling of non-liquid assets (art, yachts, planes etc.)
  • > Private Investment Funds
  • > Private Trust Companies
  • > Establishing Joint Ventures
  • > Registration and exploitation of Image Rights, Patents and Trademarks
  • > Bond Issues
  • > Running Operational Companies with suitable substance


trustee services

  • Establishment & Administration of Trusts and Foundations
  • Keeping Minutes & Records
  • Organising family wealth
  • Protecting and Managing Trust assets


  • Multi-jurisdictional set up of companies (over 30 jurisdictions)
  • Holding & Trading companies management
  • Day to day Companies administration
  • Operational Companies with suitable substance in Switzerland and abroad


  • Financial statements
  • Budgeting and reporting
  • Consolidated wealth statements
  • Pay roll administration


  • Tax & VAT returns
  • Assisting with relocation & domiciliation
  • Structuring holding of specific assets
  • Obtaining tax advise from first quality firms in Switzerland and abroad
  • Developing a tax strategy


  • Inhouse team providing full due diligence and compliance services
  • Managing bank compliance issues when opening bank accounts
  • CRS & FATCA Classification & reporting for any entity and jurisdiction
  • Monitoring and auditing of transactions and counterparts


  • Establishment & administration of Charities (Trusts and Foundations)
  • Coordination & organization of donations
  • Management & control of charitable projects to be supported

services for families

  • Bill payments and administrative support
  • Establishing family governance rules, arranging meetings and keeping records
  • Family business advisory services
  • Conciergerie, travel arrangements, lifestyle management


  • Selection of high quality investment managers and banking institutions
  • Monitoring of risks, performances & costs


  • Succession planning

  • Education & career strategy for next generations

  • Family governance

  • Transmission of businesses to next generation

Real estate

  • Structuring the acquisitions & sales of real estate
  • Managing receipts, expenses, maintenance & insurances
  • Monitoring third party services such as sales & rental agencies, construction companies

specific assets

  • Art & jewellery collection

  • Yachts & planes