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DirectoryFinance & InsuranceFamily OfficesZurichFO Trust AG
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FO Trust AG

Summary

About the company

The core activity of FO Trust AG is the professional and independent support of wealthy private individuals and families, particularly in the coordination and execution of projects, in order to save clients time and fulfill their personal needs and wishes.

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Products & services

Industry:Family OfficesFiduciary Offices
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✓ Offered8
Family Office Services
Tailored family office services for wealthy private individuals and families, including personal assistance, individual solutions, and coordination with advisers and banks.
Wealth Controlling and Reporting
Regular consolidation and proactive monitoring of assets, working with asset managers and banks, including investment strategy, controlling and reporting.
Personal Secretarial and Accounting Services
Personal secretarial services and accounting tasks, including review of bank statements and credit card statements, as part of wealth coordination on request.
Tax and Legal Coordination
Support with changes of residence, company incorporations, and the setup and administration of foundations, including long-term succession and estate planning with external advisers.
Insurance Advice and IT Security Coordination
Tailored insurance packages for global risk protection, plus access to experts for risk analysis, security solutions, and emergency response.

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Location

Färberstrasse 6
8008 Zurich

At a glance

Legal form
Corporation
UID
CHE-114.996.442
Founded
2009 · 17 years
Last commercial register change
May 11, 2022
Employees
1 to 10

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