Capital Structuring & Liquidity
Bespoke balance sheet restructuring for enterprise exits, pre-IPO capitalization, and synthetic debt facilities designed to safeguard private asset reserves without custodial co-mingling.
Sovereign Tax Architecture
Cross-border treaty analysis and fiscal perimeter engineering across Switzerland, Liechtenstein, and the United Kingdom to isolate cross-jurisdictional liabilities before asset liquidation.
Generational Trust Governance
Drafting multi-tier family constitutions, irrevocable discretionary trust settlements, and autonomous governance charters engineered to withstand generational transition and litigation challenges.
The Diagnostic Precedent
Entity Rationalization Brief
Targeted 30-day assessment analyzing redundant holding vehicles and shell structures across secondary jurisdictions to reduce operating friction. Fixed at €32,000.
Custodial Fee Reconciliation
Independent algorithmic audit of historical broker spreads, foreign exchange markups, and institutional custodian charges. Fixed at €24,000.
Forensic Balance Sheet Audit
A comprehensive 90-day institutional deep dive resolving fractured custody, cross-border tax leakage, and undisclosed intermediary spreads across all held entities. Fixed at €75,000.
Methodical Mandate Execution
Forensic Intake
Jurisdictional Mapping
Balance Sheet Consolidation
Annual Governance
Accredited verification and direct ingestion of all global assets, existing trust instruments, and corporate deeds under strict Swiss banking secrecy parameters.
Identification of overlapping treaty exposures, reporting liabilities, and structural vulnerabilities across your operational and holding territories.
Continuous fiduciary oversight, quarterly balance sheet rebalancing, and statutory defense reporting administered directly by appointed senior partners.
Realignment of physical custody, implementation of private trust vehicles, and execution of clean fiscal architecture across segregated accounts.
Access our unredacted institutional fee schedule or schedule a formal intake consultation with our Zurich private office.