Earl Fiduciary AG

Overview

Established in December 2003, Earl Fiduciary belongs to the Earl Group of companies.¹ The group also has offices in The Netherlands, Nevis and Cyprus.¹ The firm serves high net worth individuals, families, partnerships and corporates.²

History

Earl Fiduciary was established in December 2003.¹ The Earl Group administers companies in the British Virgin Islands, Guernsey, Switzerland, The Netherlands, Cyprus and the United Kingdom.²

Leadership

Chris Spencer and Pasquale Palmiero are listed as Directors.³ Glenn Unterhalter is listed as Executive Consultant, while Markus Rufli is listed as Non-Executive Director.³ Joanna Redding and Renilde Van Roost are listed as legal personnel.³ Colin Moore is listed as Tax Consultant.³ The team page describes the personnel as multilingual professionals with expertise in accountancy, law, trust and company administration.³

Services

Earl Fiduciary provides trust and company administration, trustee and directorship services, estate and succession planning, family office and stewardship services, and the establishment of private equity and investment funds.¹ It also provides accounting, specialised financial reporting, taxation advisory and compliance services.¹

Trust work includes trust formation, professional trustee appointments, trust protector or enforcer roles, administration, accounting and trust asset management.² Trusts may be formed under the laws of Jersey, Guernsey, the Isle of Man, the British Virgin Islands and the Cayman Islands.²

Company management includes incorporation, director and officer appointments, statutory compliance, tax reporting, accounting and company asset administration.² Private foundation services include formation, registration, foundation council appointments, protector roles, administration, accounting, asset management, tax compliance and reporting.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Private and alternative investments

Client focus

The firm states that its client objective is the preservation and enhancement of assets for family and future generations.² It says that it provides personal services based on each client’s specific objectives.² Earl Fiduciary also reports close relationships with financial advisors, asset managers and financial institutions.²

Investment philosophy and approach

The firm’s family office work covers complex wealth management structures.² Its listed family office services include investment strategy development, manager selection, investment monitoring, benchmark analysis and performance reporting.² Earl Fiduciary states that privacy, confidentiality, data protection, discretion and integrity are central operating principles.²

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This Zurich-focused page helps compare how local multifamily offices may organize investment management, tax planning, estate planning, and administration. It gives a family or business owner regional context before assessing whether Earl Fiduciary AG's fiduciary and advisory services fit their cross-border needs.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com can help owners investigate venture investment firms and understand how corporate investors approach private and alternative investments. That perspective may be useful when discussing portfolio allocation, direct investments, or philanthropic interests alongside broader wealth and estate planning in Switzerland.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com offers directories of family offices and investors that can support preliminary market research. A prospective client can use it to identify relevant contacts, compare the types of services commonly listed, and frame questions about fiduciary administration, investment management, and private wealth structures.

• GuideData privacy and security with an MFO

  This data privacy and security resource outlines issues families should raise when sharing financial, tax, estate, and beneficiary information with a multifamily office. It can help a Zurich-based client review access controls, confidentiality practices, records handling, and communication procedures before engaging fiduciary or bill-pay services.

• Similar firmsBaumgartner Family Office AG
  HELMS Family Office SA
  Safira Wealth Management

  Profiles of Baumgartner Family Office AG, HELMS Family Office SA, and Safira Wealth Management provide similar points of comparison on this site. Reviewing their stated services and client focus can help a family or business owner prepare questions about investments, estate planning, philanthropy, and ongoing administration.

Sources

1. Earl Fiduciary About , accessed 2026-10-23.
2. Earl Fiduciary Services , accessed 2026-10-23.
3. Earl Fiduciary Team , accessed 2026-10-23.

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.