Welcome

Family Office Services Swisstrust AG is a Multi Family Office for wealthy individuals, families and their ventures with a focus on Investment Auditing and Investment Reporting.

We are deeply rooted in Switzerland with strong branches across the globe.

We consolidate and report all funds and assets across multiple portfolios, assets, currencies and custodian banks. Our powerful investment reporting and controlling system is a unique hybrid approach using the latest technology as well as human intellect, that integrates not only all asset classes and financial instruments but also non-bankable assets such as art collections, real estate and the like into our consolidation reporting for a continuous and proper risk monitoring.

We provide our clients with a current and up-to-date overview of their wealth and its progression, independent of valuation methods and procedures of different banks and irrespective of how and where the assets are held. Whether you are a HNWI, UHNWI a Family Office, a Trustee or an Asset Manager, we are here to help you keep an eye on the assets under your supervision to ensure that the investments comply with the chosen strategy and restrictions defined in the investment profile.

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INVESTMENT REPORTING
Information is Power 

Keep on top of your complex wealth structures with our comprehensive and clear overview of your worldwide assets which is fully tailored to fit your wishes and needs. You can also clearly see to what extent you are exposed to specific risks such as the overall delta adjusted equity exposure and the duration risk of your bond portfolio. You even have the option to create a generic tax report at any point throughout the year to allow for tax optimization if necessary.

INVESTMENT AUDITING
Compliance is Key 

Keep investment risks under control! With the Risk Control services Trustees, Fiduciaries and anyone entrusted with the care of (other people’s) money can assure compliance with the investment profile so to avoid liability in case of transgressions by financial service providers. 

SECURITIES ACCOUNTING
Safety in Numbers 

Clean and detailed securities accounting is the backbone for any kind of in-depth wealth analysis. Our experts create and monitor auditable securities accounts in any desired currency for the overall financial reporting that is required for entities such as corporations, trusts or foundations as well as individual persons.

FAMILY OFFICE SERVICES
Lifestyle Management 

At SwissTrust we look after more than just your money. Because we understand that true wealth lies in tending to all your and your family’s needs. Our competence roster covers a wide field of all aspects of life – both business or personal including real estate and staff management, art acquisitions, insurance solutions and more.