Tailored governance, compliance, administrative and wealth management services for private clients and family offices.

We deliver professional corporate secretarial services, directorship, accounting and compliance solutions as well as estate, investment, and succession planning, for private clients, family offices and private funds.

We have the services
you are looking for:

Corporate governance and legal services including directorship, corporate secretarial support, compliance reporting and financial administration.
Investment oversight and structuring services encompassing private label funds, consolidated wealth reporting, strategic investment planning and asset monitoring.
Personalized to the unique situations of private investment vehicles, international holding structures, family offices and high-net-worth families.

What can we do for you?

Tailored private client services delivered by an experienced team:

As a fully independent provider, unaffiliated with any bank, tax advisor, audit or law firm, we focus solely on your objectives.
Our services and relations are built on trust, we combine a boutique approach with unwavering integrity and discretion.
A global dedicated highly experienced and multilingual team in directorship, corporate secretarial services, financial administration and regulatory compliance.

GETIN TOUCH

OUR COMPLETE RANGE OF SERVICES

Directorship Services

Professional directorship is essential to establishing proper substance, governance, and compliance for your private structures. Our experienced directors bring deep expertise in corporate administration, regulatory requirements, and fiduciary responsibilities to your board. By providing qualified individuals to serve as corporate or personal directors, we ensure your entities maintain proper oversight, decision-making processes, and regulatory compliance. In Switzerland specifically, we offer local directors and local representatives who satisfy the critical substance requirements for Swiss entities to establish or maintain structures in this jurisdiction.

Our directors don't simply fulfill a formal requirement—they actively protect your interests through engaged oversight, strategic guidance, and meticulous attention to governance requirements. With representation in key financial centers globally, we offer directorship services that combine local expertise with an international perspective.

Services include:

Professional director appointments
Local directorship (Switzerland)
Local representative
Board participation
Corporate governance implementation
Decision-making documentation
Regulatory compliance oversight
Stakeholder communication

Corporate Secretarial Services

At the core of effective private wealth structures lies professional corporate secretarial support. Our corporate secretarial services form the foundation of proper governance and regulatory compliance, ensuring your private structures operate with integrity and precision. With decades of combined experience serving a wide range of clients, our team provides the critical oversight and administration that protects your interests and maintains your structures in good standing across multiple jurisdictions.

Our corporate secretarial experts understand the complex interplay between local regulations, international standards, and your specific needs. We implement robust governance frameworks that stand up to the highest levels of scrutiny while facilitating your strategic objectives.

Our services include:

Corporate documentation management
Board meeting administration
Regulatory compliance oversight
Stakeholder communication
Corporate record maintenance
Filing and registration services
Governance support

Accounting Services

Comprehensive accounting services form the cornerstone of sound financial management for private structures. Our accounting professionals deliver meticulous financial administration that goes beyond basic bookkeeping to provide meaningful insights, robust compliance, and strategic value. We implement tailored accounting solutions that create transparency, support informed decision-making, and fulfill all regulatory requirements.

With expertise in multiple accounting standards and jurisdictional requirements, our team ensures your financial reporting remains accurate, timely, and fully compliant. We coordinate seamlessly with auditors, tax advisors, and other stakeholders to maintain comprehensive financial oversight of your structures.

Our accounting services include:

Statutory bookkeeping under relevant accounting standards
Periodic processing and reconciliation
Financial statement preparation
Audit support
Regular financial reporting
Account monitoring and maintenance
Document management and record-keeping
Tax compliance
VAT/CIT
Stamp duty (Switzerland)

Payment and Banking Services

Efficient treasury management and banking relationships are vital components of effective private wealth administration. Our integrated payment and banking services provide comprehensive oversight of financial flows, bank account management, and relationship coordination across multiple financial institutions. We handle the complex administrative requirements of establishing and maintaining banking relationships, including the increasingly demanding compliance and documentation processes.

Our treasury specialists implement robust payment authorization protocols, ensure optimal cash positioning, and provide detailed financial tracking across your structures. By centralizing these critical functions, we create efficiency, enhance security, and maintain clear visibility of all financial movements.

Our services include:

Bank account opening assistance
Documentation preparation including source-of-wealth verification
Payment processing and execution
Cash flow monitoring and forecasting
Bank relationship management
Multi-currency management
Transaction reconciliation
Regular reporting and analysis
Multi-jurisdictional coordination

Private Label Funds

For wealthy families with substantial assets, we offer the possibility of setting up a private label fund in collaboration with our Luxembourg and/or Singapore teams. Our private label funds are structured and managed according to official investment fund standards.

This fund structure combines several important advantages for your wealth and family governance. First, it enables formal separation between control and ownership within your family, giving you complete overview and control. Additionally, depending on where your family members live, a private label fund can offer attractive structural benefits.

The fund also simplifies bank account opening and administration. All your investments are safely housed in the fund structure, with associated governance, compliance, and control. For the combined wealth reporting and monitoring of these funds, we apply our high service-quality standards.

Our private label fund services include:

Fund structure design and implementation
Regulatory compliance management
Corporate governance setup
Bank account establishment
Ongoing administration and monitoring
Consolidated reporting
Family governance integration

Financial Planning

The foundation of sustainable wealth management lies in solid financial planning. We work together to develop a strategic financial plan tailored to your needs. This detailed roadmap establishes how to optimize your wealth to achieve your financial objectives, both now and for future generations.

Through extensive initial consultations, we understand your individual wishes, ambitions, and risk tolerance. Our financial planning experts translate these insights into an intelligent allocation of your capital across various investment categories and financial instruments. Your personal situation, including age, family circumstances, and fiscal residence, remains central to our approach.

When needed, we involve specialized financial advisors from third parties such as lawyers, notaries, tax specialists, and accountants. We coordinate and direct these parties to ensure all expertise is effectively combined for optimal financial planning results.

Our financial planning services include:

Comprehensive initial assessment of financial goals and risk tolerance
Development of personalized financial strategy
Asset allocation recommendations
Risk management planning
Succession planning integration
Regular strategy reviews and updates
Coordination with external specialists

Strategic Investment Planning and Asset Allocation

For wealthy families and foundations, our experts develop customized strategic investment plans. Once your financial objectives are clear, we create a detailed investment strategy that precisely defines how to optimally spread and allocate your wealth across different investment categories.

Finding the ideal balance between return potential and risk exposure is crucial. We consider a balanced mix of listed investments including cash, bonds, equities, private markets, and structured products. We also allocate to non-listed investment categories such as real estate, private equity, private debt, and direct receivables. By optimally distributing this broad spectrum, we maximize returns within your desired risk tolerance.

Our team brings years of experience in wealth advisory and management, including former bankers and asset managers. Their deep understanding of bank and wealth manager performance and cost structures enables us to select the most profitable options for your liquid assets.

Key investment planning services:

Strategic asset allocation design
Investment policy development
Portfolio diversification strategy
Risk-return optimization
Investment manager selection and monitoring
Regular portfolio rebalancing recommendations
Cash management strategy

Consolidated Wealth Reporting

Our consolidated wealth reporting gives you a clear and comprehensive overview of all your investments and current wealth value. Through periodic reporting, you have continued insight into all your investments, whether listed investments like cash, bonds and shares, or non-listed investments like real estate, private equity, private debt and other receivables. We integrate all complex wealth components into one clear report.

We use advanced software for accurate and real-time wealth reporting. This platform not only automatically processes the latest market prices but also handles your private equity and private markets investments, including associated capital calls. Your real estate investments can also be easily integrated into the reporting.

Our reporting services include:

Comprehensive wealth overviews
Investment performance tracking
Cash flow monitoring
Portfolio valuation updates
Capital call tracking
Real estate investment integration
Customized reporting frameworks

Asset Monitoring

In addition to periodic consolidated wealth reporting, we provide supplementary investment monitoring. These detailed reports analyze whether all wealth managers adhere to agreements made. We benchmark their performance against the market and evaluate their costs relative to returns achieved. This gives you continuous insight into how your wealth performs and the actual costs involved.

Our monitoring enables informed decisions about your capital management. We provide objective performance assessment and advise when needed on potential changes or restructuring of your investment portfolio. We fully coordinate this optimization to ensure your wealth consistently performs optimally within your risk tolerance.

Monitoring services include:

Performance analysis and benchmarking
Cost-benefit evaluation
Investment policy compliance checks
Risk exposure monitoring
Manager performance review
Portfolio optimization recommendations

Yachting Services

Our specialized yachting team provides comprehensive management and administration services for private yacht ownership structures. With our boutique approach, we offer an in-depth understanding of the yachting sector and the relevant jurisdictional requirements across key locations including Malta, the United Kingdom, and Singapore. Each offers distinct advantages for yacht registration and operation.

We support private clients in all aspects of yacht ownership structuring, from initial setup through ongoing administration and governance. Our expertise in private pleasure yachts, ensur your asset is properly structured for optimal enjoyment, compliance, and efficiency.The selection of an appropriate jurisdiction for your yacht structure is crucial. Our global presence in prime yachting hubs allows us to provide tailored advice on the most suitable location based on your specific requirements, whether you prioritize EU accessibility, favorable tax treatment, or international connectivity.

Our yachting services include:

Structure design and SPV incorporation
Directorship services
Flag registration and transfers
Ownership changes and documentation
Governance and administration
Accounting, tax, and reporting
Cash management/administration
Trustee matters
VAT and tax
Registration under private or commercial categories

Our network of offices combines global availability with local knowledge so we can deliver our Private Clients Services there where you need us.

TECHNOLOGY AND SYSTEMS

Advanced technology and systems that deliver personalized and secure wealth management solutions.

Trustmoore uses innovative digital tools that allow us to provide tailored and confidential services. Our teams work with state-of-the-art technological platforms that enable precise reporting, secure communication, and comprehensive wealth oversight. We invest in cutting-edge digital solutions that prioritize data security, operational efficiency, and personalized client experience. Our technological infrastructure ensures the highest standards of privacy, compliance, and responsive service across your private wealth management needs.