In an increasingly complex global environment, protecting wealth is a challenge. We want to ease our client’s minds and serve as an anchor by giving them the certainty that their assets are in the best hands.
We act out of traditional convictions and provide a range of services with excellent quality, first-class expertise, speed to market, transparency and foresight.
By defining our mutual values – Quality, Trust, Proactivity, Commitment, Integrity, Partnership – we lay the foundation for our actions and cooperation.Download Manifesto
Leo Trust Switzerland AG has been an owner-managed and globally active financial company for over 40 years, offering a wide range of services for institutional and private clients.
The head office is in Zurich, which was strategically chosen. Switzerland plays an important role in cross-border asset management. Swiss conditions are attractive, stable and competitive in every respect; whether it is political and social security, monetary and economic stability, or the excellent international networking combined with political as well as economic independence. In addition, Zurich has the historical tradition as a financial centre, a nationwide infrastructure with the best technology and superbly trained specialists.
Leo Trust was founded in Zurich in 1980 and quickly became the market leader in the areas of planning, formation and management of corporations. Today, an interdisciplinary team of trust officers, trustees, tax experts, lawyers, controllers and asset managers work here. Thus, clients are efficiently advised and practically supported in all aspects of taxation, estate planning, asset structuring and in the incorporation as well as administration of companies.
As an owner-managed family business, Leo Trust is committed to the highest ethical and professional standards. For many years, we have been responsible for the preservation, structuring and management of assets. We adabt actively and flexibly to the requirements of our clients.