First Advisory Group
Our services

Fiduciary Services

Inheritance, estate and succession planning are topics which have to be contemplated carefully both with your family and within a business. We will be at your side, providing comprehensive fiduciary services.

Long-term intergenerational asset planning
In a personal consultation, we will analyse your family's position in terms of matrimonial-property and inheritance law. In this context, we will take account of your personal wishes and expectations in relation to inheritance matters and business succession arrangements.

Preserving and securing your life's work 
We will show you the attractive options available, using vehicles such as foundations or trusts, and will devise with you an individual solution which will assist in ensuring the orderly transfer of your estate. Ideally, the aim is to ensure that your wishes are fulfilled after your death and beyond. You can rely on our expert knowledge, experience and discretion. 

The advantages for you

  • Long-term asset protection and asset structuring
  • The setting up of dedicated foundations, e.g. for the purpose of providing financial support to your descendants in the context of education and further education, or starting a family 
  • Supporting charitable institutions in accordance with your wishes
  • Comprehensive advice within the framework of fiduciary services
  • Full family-office services
Your personal contact
Stephan Kaufmann
Geschäftsstelle Vaduz, Management Board
Mag. iur. Stephan Kaufmann
Member of the Management Board
Sprachen: Deutsch, Englisch
First Advisory Trust reg.
Schmid Phillipp
Geschäftsstelle Singapur, Management Board
Phillipp Schmid, lic.oec / lic.iur HSG
Managing Director / Member of the Management Board
Sprachen: Deutsch, Englisch
First Advisory Trust (Singapore) Ltd.
Grüter Peter - Zürich / Genf
Management Board, Geschäftsstellen Zürich / Genf
Peter Grüter
Managing Director / Member of the Management Board
Sprachen: Deutsch, Englisch, Französisch, Spanisch
First Advisory (Schweiz) AG

Contact

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