Giving or
Wealth to the
next generations is a daunting task
with lots of issues to focus on

Why an independent Wealth Planner

  • Residence and the implication of inheritance tax
  • Civil law countries vs common law countries
  • Trusts vs Foundations
  • Life Insurance
  • Which Jurisdiction is the best for my family
  • Who should benefit, how and when
  • International nature of your assets and family members
  • Will the Trustee follow my instructions
  • Which legal advisor to choose
  • Should I ask my bank or see an independent counsel
  • Who will be on the board of my companies if I cannot do it myself
  • Who will be there to advise the next generation
  • Who will be there to control the Trustee and the advisors after my death

Why SwissProtectors

After spending almost 25 years serving families with a large Financial Institution,
we came to realize that there are many issues that clients would like to discuss with a “private trusted advisor” who sits on their side of the table when it comes to

  • Succession planning
  • Asset preservation
  • Charitable legacy
  • Holding of different assets
  • Multi-jurisdictional lifestyle
  • Tax optimization
  • Directorship of the assets
  • Protectorship of the assets for the next generations
  • Confidentiality
  • Continuity

Who are our clients

We believe Wealth Planning requires a neutral white sheet of paper.

  • Individual Persons
  • Families
  • Multi-Family Offices
  • Single Family Offices
  • Charitable Institutions
  • Associations

What do we offer


  • Giving structuring, tax, legal information
  • Help with selecting Lawyers/Trustees/ Fiduciary Companies
  • Long term advisory to the client


  • Personal and Corporate Protector
  • Fully compliant with CRS


  • Simplifying the corporate landscape of families

Private Trust Company

  • Flexibility to hold industrial holdings and non bankable assets

Pricing Model

Advisory on wealth Planning

  • Three Pricing formulas:
  • Time spent
  • Daily retainer
  • Yearly retainer


  • Yearly flat fee
  • Plus time spent and potential advisory fee for coaching family members


  • Flat fee per structure
  • Time spent

Private Trust Company

  • Flat fee per Year
  • Time spent



  • Gutenbergstrasse 9, 8002 Zurich, Switzerland
  • Telephone: +41.442800030
  • Email: annick dot feldmann at swissprotectors dot com
  • Web:


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The information provided on our website is for your information only. SwissProtectors retains the right to change the range of services, the products and the prices at any time without prior notice. Certain services and products are subject to legal provisions and cannot therefore be offered worldwide on an unrestricted basis.

SwissProtectors does not provide legal or tax advice and this publication does not constitute such advice. SwissProtectors strongly recommends to all persons considering the products or services described on this website to obtain appropriate independent legal, tax and other professional advice in their home countries and / or country of residence.

Products and services mentioned on this website may require agreements to be signed. Please note that the terms and conditions of such specific agreements apply to these products and services. We kindly ask you to carefully read such agreements and revert to your SwissProtectors advisor in case of clarity. The content on this website may not be reproduced or distributed without the prior authority of SwissProtectors.