MANAGING GROWTH TRUSTEES
Professional licensed trustees
Founded in 1993
Who we are
Since 1993, MANAGING GROWTH TRUSTEES has been offering high-level services in financial and wealth planning.
Over the years we have rapidly climbed the top of financial services by focusing on the world of trust.
We have been Professional Trustees since 2007. Thanks to the solid experience and skills of our lawyers and to the fact that we are part of the Swiss financial community, we are the largest Trustee company in Ticino.
We also are a leading Trustee company in Switzerland by number of clients and volume of assets under administration which amounts to more than one billion CHF.
To attain the highest standards in our profession we are STEP (Society of Trust and Estate Practitioners) Members and the sole company licensed with FINMA in Ticino that holds both authorizations as Trustee and Asset Manager.
Holding both licenses allow us to execute transactions on the funds we manage directly accessing the trading floors.
As financial intermediaries we also enjoy special conditions with banks.
Intergenerational wealth advice
Asset administration and management
We work with individuals, families, and entrepreneurs to develop succession and wealth plans that identify and address the challenging issues necessary to achieve overall family, wealth and business goals.
What we do
We can implement sophisticated planning techniques involving the setting up and administration of trusts, as well as we are able to take over existing trusts from other trustees, from different jurisdictions and with problematic situations.
We counsel clients regarding generation skipping transfers and post-mortem planning, as wells as supporting and handling with family conflicts and crisis.
Our lawyers regularly deal with the problems that challenge modern families and enterprises.
We understand the tension that can arise between family members regarding family business or estate, and we have the experience and sound judgement to deal with such a complexity and to mediate between various interests and needs, liaising with legal guardians, courts, protectors and external advisors.