Eurotrust Family Office AG

Overview

Eurotrust describes itself as an independent wealth management advisory firm.³ FINMA lists Eurotrust Family Office AG in Zürich as a licensed trustee, with OSFIN Organisation de surveillance financière shown as its supervisory organisation.¹ The FINMA list is dated 23 October 2026.² The firm says it supports Swiss and international families with the organisation and management of private assets.⁴

History

Eurotrust states that it was founded in 1991.³

Timeline

1. 1991Eurotrust states that it was founded in 1991.
2. 2026The FINMA list is dated 23 October 2026.

Services

Eurotrust describes its broader offering as international asset, legal, tax and succession planning consultancy.⁶ Its website groups services into Family Office Services, Tax & Fiduciary Services and Corporate Finance.⁶ The firm says it collaborates with an international network of experts.⁶ It also says that it works with independent asset managers, private and investment banks, and investment organisations.⁶

Eurotrust states that it does not take on asset management mandates.⁶ Instead, its advisory work can include national and international tax consulting, tax strategies, domicile transfer advice, estate consultancy and executorship.⁷ Other listed services include jurisdiction advice, wealth structuring through trusts, companies and family foundations, nominee directorship, company accounting and administration advice, incorporations, and charitable foundation establishment.⁷

What the firm offers

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

Client focus

Eurotrust says it provides individually tailored national and international tax and succession planning solutions to wealthy families.⁴ It also describes tax and fiduciary clients as traditional families, wealthy individuals and families, entrepreneurs, smaller companies, investment companies and funds.⁷

Investment philosophy and approach

The firm states that its consultancy priorities include client interests, transparency, reliability and integrity.⁸ Eurotrust describes its family office model as a multi-client family office.⁹ Its family office work covers comprehensive planning and implementation of a family portfolio.¹⁰

Eurotrust says it works with clients to define family values and develop transparent, efficient structures and processes.¹¹ The firm identifies internal capabilities in asset management, tax advisory and succession planning, and says it can draw on an external network of legal and financial experts.¹² Its family office analysis includes financial, tax, legal and inheritance aspects.¹³

Listed activities include determining wealth status and risk structures, planning wealth protection, planning risks and insurance, defining investment policy and creating customised asset allocations.¹⁴ Eurotrust supports the selection of asset managers, banks and trustees, as well as implementation of investment policy.¹⁵ It also coordinates bank and asset manager information, monitors portfolio performance and controls mandate duties.¹⁶ Other listed activities include negotiating conditions with asset managers, banks, depositories and investment funds.¹⁷ Regular reporting is described as a way to provide transparency.¹⁸

The firm also lists relocation support for changes of residence or company location to Switzerland and assistance obtaining official residence permits.¹⁹ Additional family office assistance includes real estate searches and searches for suitable educational establishments for children.²⁰

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This Zurich-focused directory helps a family or business owner compare firms serving clients in Switzerland and nearby jurisdictions. It offers context for assessing how Eurotrust's investment management, tax planning, estate planning, and administration services may fit a family's needs within the local advisory market.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides background on international trusts, fiduciary structures, and cross-border asset planning. These guides can help readers prepare questions about trust administration, tax coordination, estate arrangements, and family assets spanning Switzerland and other countries.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for wealthy families and single family offices. Its materials can help a prospective client understand common approaches to investment oversight, philanthropy, governance, bill payment, and long-term family administration before speaking with a Swiss advisory firm.

• GuideMultifamily office fees

  This fee guide explains common ways multifamily offices charge for services and how pricing may relate to assets, work scope, or ongoing administration. A family considering Eurotrust can use it to organize questions about investment management, tax work, estate planning, and fiduciary support.

• Similar firmsSafira Wealth Management
  Ammer Capital AG
  Baumgartner Family Office AG

  Profiles of Safira Wealth Management, Ammer Capital AG, and Baumgartner Family Office AG provide similar points of comparison. Reviewing their stated services, locations, and client focus can help a family or business owner clarify which needs matter most when evaluating Eurotrust and other Swiss advisers.

Sources

1. FINMA licensed portfolio managers and trustees PDF , accessed 23 October 2026.
2. FINMA licensed portfolio managers and trustees PDF , as of 23 October 2026.
3. Eurotrust About Us , accessed 23 October 2026.
4. Eurotrust About Us , accessed 23 October 2026.
5. Eurotrust About Us , accessed 23 October 2026.
6. Eurotrust Services , accessed 23 October 2026.
7. Eurotrust Tax & Fiduciary Services , accessed 23 October 2026.
8. Eurotrust About Us , accessed 23 October 2026.
9. Eurotrust Family Office Services , accessed 23 October 2026.
10. Eurotrust Family Office Services , accessed 23 October 2026.
11. Eurotrust Family Office Services , accessed 23 October 2026.
12. Eurotrust Family Office Services , accessed 23 October 2026.
13. Eurotrust Family Office Services , accessed 23 October 2026.
14. Eurotrust Family Office Services , accessed 23 October 2026.
15. Eurotrust Family Office Services , accessed 23 October 2026.
16. Eurotrust Family Office Services , accessed 23 October 2026.
17. Eurotrust Family Office Services , accessed 23 October 2026.
18. Eurotrust Family Office Services , accessed 23 October 2026.
19. Eurotrust Family Office Services , accessed 23 October 2026.
20. Eurotrust Family Office Services , accessed 23 October 2026.

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.