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DirectoryFinance & InsuranceFiduciary OfficesLuganoHelvetia Trust Company SA
Helvetia Trust Company SA Logo
Verified· 3 sources

Helvetia Trust Company SA

Summary

About the company

Helvetia Trust Company SA is a trustee company authorized by FINMA that establishes and administers trusts to protect assets for private clients and businesses. It provides trust-related advice, can act as a protector, and is authorized under the Swiss Financial Institutions Act (LIsFi) to operate as a professional trustee.

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Trust establishment
Preliminary advice for the establishment of the trust, review of the Settlor’s and Beneficiaries’ needs, professional support with the opening procedures.
Trust administration
Day-to-day management of the trust, administrative and tax obligations, international reporting for FATCA and CRS, dealings with the Settlor and Beneficiaries.
Trust supervision
Assumption of the role of Protector or Trust Guardian, with supervision of the structure and control in line with the trust’s purpose.
Trust advisory
Advisory on the management and organisation of the trust structure, with assessment of the needs of the person, the family and the business.
Reviews

Aggregated rating

Aggregated rating
4.2
of 5

Aggregated from 5 reviews across all connected sources

Sources
GGoogle4.25
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Via Guido Calgari 2
6900 Lugano
Opening hours
Mon
08:30 - 12:30, 14:00 - 18:00
Tue
08:30 - 12:30, 14:00 - 18:00
Wed
08:30 - 12:30, 14:00 - 18:00
Thu
08:30 - 12:30, 14:00 - 18:00
Fri
08:30 - 12:30, 14:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-114.735.462
Founded
2009 · 17 years
Last commercial register change
June 5, 2024
Employees
1 to 10

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