Case Study: Structuring A Swiss Family Office Through A Swiss Private Trust

Background

The Delacroix family, a European high-net-worth family, had spent generations building wealth across various industries, including real estate, private equity, and financial markets. As their assets grew more complex and spread across multiple jurisdictions, they needed a robust and tax-efficient structure to manage their wealth efficiently, ensuring strategic oversight of investments, protect their assets from external risks (such as legal claims or political instability), and ensure they established a seamless succession plan to preserve the family wealth for future generations.

With Switzerland's financial stability, legal certainty, and strong fiduciary expertise, the family decided to establish a Swiss Family Office using a Swiss Private Trust Company (PTC) structure. With careful planning, the Delacroix family implemented a structure that balanced wealth preservation, regulatory compliance, and investment flexibility while retaining control