Boltenko Trust is a boutique trust company. Based in Zurich, Switzerland, we provide for the needs of wealthy individuals and their companies.
One of our core competencies is the structuring and management of international wealth. We guide our clients through an ever-changing landscape of legal, tax and wealth planning issues. By taking the complexity out of these matters, we leave clients free to enjoy their wealth.
We work to preserve and develop wealth through long-term planning. Our service is both personal and flexible; we adjust it to support individual circumstances. We know the best results come from good relationships with clients who trust us and share our values. You will find us straight talking, transparent and friendly, with a 'can-do' attitude.
As professional trustees, we are required to adhere to the highest possible standard in terms of care and performance. We personally ensure that your assets are managed optimally across generations.
Boltenko Trust acts as a trustee and administers trusts for a select number of elite clients.
Trusts can help clients manage complex family wealth. They can help protect client’s family business and allow their wealth to be managed privately and independently. They can also provide continuity, preserving capital and helping family members enjoy financial benefits across generations.
Determining who will administer client’s structure is as important. Trustees ultimately accept personal responsibility and legal liability for the financial welfare of the trust fund, so selecting a responsible trustee to protect, manage and distribute the assets in the trust is a key decision that will have lasting implications.
It’s essential to have a trustee with professional legal knowledge and financial understanding, as a trust may involve generations of work, detailed record-keeping and coordination with lawyers, accountants and other advisers. Trusts and other structures may also involve complex management, in addition to challenging financial and investment decisions.
Specifically, Boltenko Trust provides the following services: