V&G Trustee SA provides trustee services including succession analysis and planning, trust deed structuring, trust management, and periodic monitoring and reporting. Trustee activities in Switzerland are regulated by the Financial Institutions Act (FinIA) and subject to FINMA supervision; services also cover administrative, financial and accounting management and compliance with anti‑money‑laundering and international tax‑transparency requirements.
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Preliminary analysis and goals assessment, succession planning and generational transfer, Swiss and international tax optimization, preventive and future legal protection.
Trust management
Structuring of the trust deed, management of trust assets and other property, protection of the family, business or philanthropic purposes, appointment of an eventual protector.
Monitoring and periodic reporting
Administrative, financial and accounting management, periodic reporting, preparation and management of the trust’s dissolution where provided.
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