Professional Trustees and Fiduciaries
Wealth Planners, Tax Adivsors, Persons of Trust: Solutions Across Generations

Increasingly sophisticated financial services, complex legislative undertakings, and the highest demands on client protection are making wealth planning increasingly demanding. Many clients are overwhelmed. This is where the professional trustee comes into play: Based on the specific needs of the client, the professional trustee puts together a tailor-made package of services and products. Professional trustees draw on their own skills as well as a comprehensive network of other service providers. The professional trustee is thus a financial advisor and wealth planner in one and becomes an important person of trust for the client.

Depending on the needs of the client, the professional trustee takes care of establishing foundations, companies, and trusts and – as desired – assumes their management and administration. Because professional trustees are bound by professional secrecy, clients can always rely on the highest degree of discretion.

Also for commercially active companies, professional trustees offer various services in addition to company formation: They take care of accounting and annual accounts, prepare wage statements, and serve as auditors. Prudent tax planning is becoming increasingly important in the complex international environment. Especially for internationally active clients, the goal must be to reconcile national tax laws with the tax law at the client's place of residence so that no multiple taxation occurs.

The dynamic developments in international tax law, but also the changing demands in other areas of the law (accounting, social security contributions, inheritance law, real estate, and so on), cause many domestic and international clients to draw on the advice of a professional trustee. 

The members of the Liechtenstein Institute of Professional Trustees and Fiduciaries are specialists. They are happy to help you

 

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