eurotrust

Eurotrust Family Office AG

Switzerland

Multi-Family Office

  • Employees
  • 6

Eurotrust Family Office (Eurotrust) is a multi-family office based in Zurich, Switzerland. Established in 1991, the firm offers asset management, legal and tax advisory and succession planning services. The firm offers family office services that include determining wealth status and risk structure, strategic wealth protection planning, risk, and insurance planning, defining investment policy, supporting in the selection of asset managers, banks and trustees, monitoring portfolio performance, reporting regularly to deliver transparency and controlling mandate duties of institutions entrusted with asset management. Euro Trust currently serves various domestic and foreign families with complex needs in terms of their asset allocation and management. The assets of the firm are managed by the executive management team.

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Lead Generation - Family Offices

About Eurotrust Family Office AG

  • Management

    Claudio G. Cocca
    Michael Reiss Von Filski
    Csaba Valentik
    Zsuzsa Kokai

What sets Eurotrust Family Office AG apart

Eurotrust provides professional and individually tailored solutions in the area of national and international tax and succession planning to wealthy families. Supporting clients and their families and adjusting the relevant structures in reaction to alterations in circumstances at the right time are central aspects of our activities.

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