The goal of Aveva Trust is to deliver consistent professional fiduciary services for our international clientele.
We are a trustworthy service provider within the trust and fiduciary industry. We are devoted to developing well-planned wealth structuring solutions for private clients, families and entrepreneurs.
Our aim is to preserve wealth and enabling an efficient wealth transfer to future generations. We take a holistic view of our clients’ needs and implement the solutions meeting their goals and intensions in an efficient and practical way. We assist our clients in cooperation with a network of selected lawyers, investment managers and wealth advisors in various countries.
Corporate Services and Business Advisory
- Incorporation of companies in key jurisdictions
- Advice, implementation, management or supervision of international legal entities, complex business structures, foundations or trusts supported by additional services
- Financial, legal advice and assistance in merger, acquisition or divestment of various asset classes as well as restructuring and turnaround management
- Interim management as CFO or COO
- Acting as managing director, board member, protector, trustee or providing nominee hareholders
- Support opening new bank relationship, selecting and monitoring investment advisors
- Accounting, preparation of financial statement, liaison with auditors
- Budgeting, financial planning, investment monitoring and analyses of KPI
- Consolidation, reporting and cash flow statements
- Implementation of Management Information System
- Payroll, administration and record keeping (incl. social security, tax at source declaration or advice on various staff matters)
- Arranging credit facilities and supporting credit application process, organising bank guarantees, letter of credit
Real Estate
- Sourcing real estate in Switzerland and Europe
- Advice in acquisition, selling or ways of holding real estate
- Financing or refinancing real estate transactions
- Analyses of real estate portfolios
- Property management
Legal services
- We provide full legal services through the affiliated law firm practice Hafner & Hochstrasser AG of whom the Senior Partner Mr. Benno P. Hafner is also Chairman, founder and owner of Aveva Trust
Family Office Services
- Establishing holding, operating entities or complex business structures
- Advising families on worldwide assets structures for the safeguarding and continuity of wealth for the next generations
- Consulting on operating structure, selection of location, defining goals and strategies or implementing family governance structure
- Supporting family business in financial, legal, operating and succession planning
- Wealth monitoring, reporting and consolidation of worldwide asset (bankable and non-bankable assets)
- Active monitoring of assets through operating structures, foundations, trusts and holdings
- Coordination of legal affairs
- Concierge services
Taxes
- Tax advice, planning and structuring for individuals and corporations in Switzerland
- Tax compliance services in Switzerland
- Preparation of tax returns, filings and tax assessment for individuals and corporations in Switzerland
- Arranging tax rulings with tax authorities
- Representation clients interest before tax authorities (conducting negotiations of objection, appeals and complaints procedures)
- VAT declarations
Other services
- Escrow services
- Art advisory and management
- Relocation services, domiciliation support for individual or corporations in Switzerland
- Assistance in Swiss immigration matters, support in sourcing real estate, education, insurance coverage, pension fund and financing