Project completed for a family office in Switzerland — asset consolidation and international tax compliance.
A family office with diversified assets (real estate, holdings, financial instruments) needed unified fiduciary management but faced tax non-compliance risks in three different jurisdictions and lacked clear corporate governance for investment partnerships.
We conducted a complete audit of the financial integrity of the partnerships, identified risk areas, and proposed a centralized fiduciary management structure with periodic reporting and international tax compliance tailored to each jurisdiction.
We implemented a corporate governance framework, updated accounting documents, and established tax compliance procedures. All assets were consolidated under a single fiduciary entity with secure access to monthly financial reports.
Tax risk was reduced by 85%, and the partnerships were realigned with international compliance standards. The family office now benefits from transparent fiduciary management with quarterly reporting and an annual external audit.
Concrete results in fiduciary administration and corporate governance
"Structuring private funds through The Amal Trustee provided us with impeccable international tax compliance. The financial integrity audit revealed solutions we had not anticipated."
"The corporate governance implemented by the team has completely transformed how we manage consolidated assets. The results are visible in every quarterly report."
"The courses on international tax compliance helped us avoid major risks. The professionalism and attention to detail are remarkable."
"The fiduciary administration of our assets has reached a level of transparency and efficiency we have not encountered elsewhere. I recommend it with confidence."
"The financial integrity audit of our partnerships revealed optimization opportunities that we implemented immediately. A trustworthy partner."
"The expertise in structuring private funds provided us with a solid framework for international expansion. The practical results speak for themselves."