Trustee services
Tax Lex Trustee SA is a Swiss licensed trustee offering the creation and administration of trusts, in which it acts as trustee (corporate trustee). Tax Lex Trustee SA creates and administers for its clients private trust companies (dedicated trust companies) and their underlying structures. We provide all services relating to the administration of trusts and their underlying assets.
The administration of the trusts is undertaken in Switzerland by Tax Lex Trustee SA, which is managed by Swiss qualified lawyers with an in-depth experience in trust matters. Our clients therefore do not have to deal with professionals domiciled in a remote location with different cultural backgrounds.
As a financial institution under Swiss law, Tax Lex Trustee SA is subject to the Federal Law on Financial Institutions (LEFin) and is authorised and supervised by the Swiss Financial Market Authority (FINMA) through the Supervisory Body for Financial Intermediaries & Trustees (SO-FIT).
Trust creation
We offer a comprehensive service for the structuring, creation, and administration of trusts, tailored to the objectives of the settlor.
Our services include the establishment of trusts in all their forms, in particular revocable and irrevocable trusts, discretionary and fixed-interest trusts, life interest trusts, asset protection trusts, and VISTA trusts.
Administration
The trust administration is carried out in Switzerland and includes all daily, organisational, accounting, and operational tasks required to ensure the proper functioning of the trust in accordance with its terms, as well as the fulfilment of all legal and regulatory obligations (filings and reporting).
Asset management
We arrange the opening of banking relationships, coordinate the management of trust assets, and execute distributions in accordance with our trustee obligations.
The management of trust assets is entrusted exclusively to banks or independent asset managers who meet the strict requirements of the Swiss Financial Market Supervisory Authority (FINMA).
Compliance
We ensure full compliance with legal and regulatory obligations relating to CRS/FATCA/AML reporting, record-keeping, and the specific requirements applicable to professional trustees.
Our company is subject to regular audits by an external auditor and is supervised by the Supervisory Organization for Financial Intermediaries & Trustees (SO-FIT).
Management
The company is managed by executives who meet the qualification requirements of the Swiss Financial Institutions Act. They are Swiss-qualified attorneys with extensive experience in trust administration and wealth planning.
Pierre-André Béguin
Attorney at the Geneva Bar
Thomas Béguin
Certified SBA Specialist Inheritance law
Attorney at the Geneva Bar
LL.M. Tax
Trust and Estate Practitioner
Ludovic Rais
Attorney at the Geneva Bar