Carey AG

Overview

Carey AG is an owner-managed multi-family office founded in 2003. The Swiss UID register identifies Carey AG as an active corporation, and FINMA lists it as a currently licensed trustee supervised by OSFIN Organisation de surveillance financière.²³

History

Carey has operated since 2003. Beat H. Haering joined the firm in 2013, became CEO in 2016, and became owner in 2018.¹

Timeline

1. 2003Carey AG is an owner-managed multi-family office founded in 2003.
2. 2013Haering joined the firm in 2013, became CEO in 2016, and became owner in 2018.

Leadership

Beat H. Haering is CEO. Simon Cole is Chairman. Dr. Ariel Sergio Davidoff and Thomas E. Meier serve as Non-Executive Directors, and Rachel Fowler Pedotti is Senior Trust Officer.⁴

Services

Carey provides private-structure services covering trusts, foundations, holding companies, private investments, registered offices, and trustee, director, and secretarial services. Its corporate-structure work includes company formation and administration, corporate services, security-trustee and transactional services, intellectual-property structures, and registered-office support.⁵

The firm establishes and supports pooled wealth structures through project analysis, wealth-structuring advice, implementation support, controlling, and reporting. Its multi-family support includes family-affairs administration, succession planning, real-estate administration, immigration and relocation support, family consulting and mediation, charitable-project support, trust-protector and will-executor services, and concierge support.⁶

Carey also provides accounting, payroll, human-resource management, CFO, internal-audit, financial-consolidation, reporting, and IFRS-consulting services. Its accounting platform supports IFRS, US GAAP, and Swiss GAAP inputs for consolidation, budgeting, forecasting, and group-level reporting.⁷

What the firm offers

• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Cross-border planning

Client Focus

Carey describes its multi-family office model as serving a small number of wealthy families. Its client base also includes private clients, wealthy international families, corporations, entrepreneurs, business owners, and beneficiaries.¹⁸

Approach

Carey says its approach is tailor-made and begins with dialogue. The firm combines Swiss quality, international experience, high ethical standards, efficiency, and trust in its work with clients.⁸

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This page gives a view of multi-family offices operating in Zurich, useful for comparing local providers and their typical client focus. For someone considering Carey AG, it provides regional context for estate planning, fiduciary work, philanthropy, administration, bill pay, and cross-border planning.

• Network siteOffshoreTrusts.com

  These guides explain how offshore and international trusts can fit into cross-border asset planning, succession, and family wealth structures. They may help an international family or business owner prepare questions about trustees, jurisdictions, beneficiaries, reporting duties, and the role of fiduciary advice.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and community perspectives for wealthy families and single family offices. A reader considering Carey AG can use it to understand common governance, administration, succession, and philanthropy topics before discussing needs as a private client, entrepreneur, or business-owning family.

• GuideData privacy and security with an MFO

  This page outlines data privacy and security questions that arise when a multi-family office handles records, payments, family details, and business information. It can help a prospective client ask about confidentiality, access controls, document handling, and safeguards relevant to administration and bill pay.

• Similar firmsEurotrust Family Office AG
  Safira Wealth Management
  ACE International

  Profiles of Eurotrust Family Office AG, Safira Wealth Management, and ACE International provide additional points of comparison on this site. Reviewing these firms may help a Zurich-based family or business owner identify questions about service scope, client types, fiduciary support, and cross-border planning.

Sources

1. https://carey.ch/
2. https://www.finma.ch/en/~/media/finma/dokumente/bewilligungstraeger/pdf/vvtr.pdf?la=en
3. https://www.uid.admin.ch/Detail.aspx?uid_id=CHE110105581
4. https://carey.ch/carey/team/
5. https://carey.ch/carey/what-we-do/private-corporate-structures/
6. https://carey.ch/carey/what-we-do/
7. https://carey.ch/carey/what-we-do/financial-reporting-always-there-for-you/
8. https://carey.ch/carey/what-we-do/fund-services/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.