What We Do

Our wealth of knowledge and experience, combined with our collegiate culture, enables us to deliver a first-class bespoke service to our clients, their families, and their advisors, ensuring that requirements are clearly understood and objectives are fully met.

Supported by the legal expertise of our team at Cone Marshall, we bring decades of experience in helping find the best solutions and service providers for establishing and managing the structures required to hold  international property, protect assets, and provide for family governance and succession.

Our lawyers are trained to offer objective and independent advice, providing reliable oversight and ensuring that all the work done on your behalf is carried out in the most responsive and effective way possible.

Successful collaboration among family lawyers, accountants, family officers, and investment advisors drives our work for clients. As primary advisors, Cone Marshall Swiss Trustees unites and oversees these varied elements and relationships.

We believe the following are essential elements of a successful client relationship:

• Clear communication
• Mutual understanding of requirements and expectations
• Accessibility of directors and staff
• Quality and timely delivery of information
• Continuity of service
• Transparent and fair pricing

We believe in building long-term partnerships with our clients and their professional advisers, and as a result, we have earned our reputation as one of the leading fiduciary service providers.

Experience

Across the Cone Marshall Group, we recognise that our people and teamwork are the key to our reputation. We identify and attract the best people to our team, nurture that talent, and encourage professional skills development while offering career development.

Our international presence and intellectual firepower provide us with a broad range of skills, experience, and commercial know-how. he Subsequently, we have cross-jurisdictional expertise and capabilities for dealing with complex issues and reporting requirements worldwide.

Professional expertise

Under the Switzerland’s relevant codes of practice for trust company business, Cone Marshall Swiss Trustees is required to ensure that the staff we employ demonstrate appropriate qualifications, experience, competency, and broad, complementary skill sets.

In terms of professional qualifications, we exceed the requirements set by our regulator across the organisation and, at the senior level, consistently achieve a rate of 100% professionally qualified staff.

Continuity

Our approach to our people is rewarded by their effectiveness and loyalty. Our staff retention level is excellent compared to that of our competitors. Feedback confirms that our clients value not only the knowledge and intellect of our people but also the consistently high standard and continuity of the service we offer.

Clients appreciate our culture of traditional service, delivered by an enthusiastic and experienced team, using state-of-the-art technology and systems.