EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Limited, each of which is a separate legal entity. Ernst & Young Limited is a Swiss company with registered seats in Switzerland providing services to clients in Switzerland.
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Our annual private client event will offer a clear and focused overview of the key Swiss solutions available for effective wealth structuring and administration.
Our experts will cover:
Swiss Private Trust Companies (PTCs)
- How they may benefit both Swiss and non-Swiss residents as an alternative to traditional trust structures, including tax and regulatory considerations when setting up a PTC, and best practices when designing the governance.
Swiss Philanthropic Foundations
- Overview of key features and requirements to obtain tax-exempt status, governance, comparison with other international solutions, and considerations for international use.
Swiss Family Offices
- Using a Swiss company to act as a Family Office vehicle for Swiss-resident and foreign families, including the role and advantages of using Swiss holding companies.
This session will highlight practical considerations, advantages, and current trends for families seeking to structure and manage their wealth from Switzerland.
This event is organized for individuals in the financial sector providing services to private clients including: independent wealth managers, bank relationship managers and wealth planners, trustees and lawyers.
Agenda:
16:45 | Welcome & Registration
17:00 | Presentation
18:15 | Networking aperitif
Additional information:
- This event will be held in English
Date
Time
your local time