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
Breitung Jens
Office Vaduz
Jens Breitung
Chairman of the Management Board FEP
Languages: Deutsch, Englisch
First Advisory Trust reg.
Mag. iur. Haas Thomas
Office Vaduz
Mag. iur. Thomas Haas
Member of the Management Board FEP
Languages: Deutsch, Französisch, Englisch
First Advisory Trust reg.
Kaufmann Stephan
Office Vaduz
Mag. iur. Stephan Kaufmann
Member of the Management Board FEP
Languages: Deutsch, Englisch
First Advisory Trust reg.
Grüter Peter - Zürich / Genf
Office Zürich / Geneva
Peter Grüter
Managing Director / Member of the Management Board FEP
Languages: Deutsch, Englisch, Französisch, Spanisch
Auctoriana-Anstalt Vaduz, Zweigniederlassung Zürich / Genf
Schmid Phillipp
Office Singapur
Phillipp Schmid, lic.oec / lic.iur HSG
Managing Director
Languages: Deutsch, Englisch
First Advisory Trust (Singapore) Ltd.
Chen Sandy
Office Hongkong
Sandy Chen
Managing Director
Languages: Chinesisch, Englisch
First Advisory Trust (Hong Kong) Ltd.

Contact

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