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ABOUT TRUST AND WEALTH

Trust & Wealth s.r.l. è la prima società completamente dedicata allo sviluppo del Trust nel mercato italiano.

Grazie all’esperienza specifica ultradecennale accumulata dai suoi fondatori e promotori, la società è in grado di offrire una gamma completa ed articolata di servizi di alto livello professionale, in grado di coprire tutte le esigenze di chi voglia sfruttare pienamente le opportunità offerte da questo strumento.

Tutte le attività sono impostate per operare nell’interesse degli utilizzatori finali in sinergia e complementarietà con il sistema bancario e con il mondo professionale, coniugando la “filosofia” del modello anglosassone internazionale, in cui il Trust è nato e si è sviluppato, con le peculiari caratteristiche del contesto italiano.

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TRUST SERVICES

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Nominee Services

Our nominee service is completely transparent offering a broad range of nominee options and features always ensuring ful

Trustees and Protectors

Thanks to the experience of our professionals and our organization, we have the ambition to present ourselves as a \\\&q

SPVs

We aim to protect and develop the financial and cultural assets of families which contribute towards guaranteeing subseq
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WEALTH SERVICES

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Wealth Planning

Our aim is to be fully independent and build long term relationships in order to deliver the best tailored solution to

Consolidated Reporting

We provide our clients with bespoke consolidated reports that allow them to control their assets and enhance their value

Family & Wealth Mapping

We work with our clients to map and analyse their entire wealth, not just financial assets. This allows us to implement
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SOLUTIONS

Family Governance Strategy

We provide the set up and administration of special purpose vehicles (SPVs), also focusing on ensuring appropriate controls are in place and that structures are fully compliant.

Real Estate Investments

Whether the client is looking to buy or to sell a property, it is crucial to understand the asset better than the vendor or purchaser counterpart.

Banking Relationship

Our team helps facilitate communication among the different bankers who work for our clients.

Luxury Goods Management

We act on behalf of our Clients to insure, protect and enhance the valuable goods through our trusted network of partners for art, classic cars, jewellery and other collectables.

Investment Club Deals

We share among our clients opportunities to enable them to benefit from off market opportunity and our network relationship.

Concierge and Life Style

We can support our clients’ needs with last-minute hotel and restaurant reservations, bespoke travel itineraries, theatre tickets…

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A cosa può servire un Trust

In termini estremamente generali si può dire che nell’ambito dei patrimoni privati la più importante funzione del trust sia quella di consentire una “separazione” netta e definitiva tra determinati beni e le vicende personali dei soggetti che ruotano intorno ad esso (Disponente e Beneficiari).

Who We Are 01.

Trust & Wealth is a group that provides services for the administration of family assets. Established in London in 2008 as a trust company, it aims to provide a comprehensive and complete range of services at a high professional level in order to meet the needs of those who want bespoke solutions for the management.

Our Approach 02.

At Trust & Wealth we aim to be the single point of contact that can interface our customer with all the various consultants, providers and professionals working in the client’s best interest.
Having a multitude of consultants and advisors to deal with often requires a third party to step in and coordinate.

Our Mission 03.

Provide a full and structured range of services with a high level of professionalism and care, in order to meet the needs of those who want bespoke solutions for the administration and management of their family assets.

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Our Values

PASSION

We are enthusiastically devoted to our profession, we believe this is the added
value for us and our customers.

INDIPENDENCE

We value and manage our Client’s requirements objectively and autonomously,
supporting them with effective solutions in line with our principles.

TRUST

We wish to build and maintain professional and personal relationships based
on trustworthiness, expertise and confidentiality.

PROACTIVITY

We suggest innovative, interdisciplinary solutions, with an eye to the future
trends, the strength of our tradition, and relying on teamwork and constant
research activities.

PRACTICALITY

We combine professional experience and specialization with the art of finding
and providing practical and pragmatic solutions that meet the Client’s
requirements.

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Testimonials & News

See what our clients say about us, we have been known for doing what we says, aiming to bring favourable results for its customers as soon as possible.

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CONTACT US

    Fill out the form below to recieve a free and confidential intial consultation. Don’t worry, we never share your information or use it to spam you.
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    Our Group

    Trust & Wealth Ltd

    38 Craven Street
    WC2N 5NG London
    United Kingdom
    Tel +44 (0)20 7004 2660
    Fax +44 (0)20 7004 2661

    www.trustandwealth.net

    Trust & Wealth Sarl

    92 Rue De Bonnevoie
    L-1260 Luxembourg
    Luxembourg
    Tel +35 220 401 190
    Fax +35 226 480 144

    www.trustandwealth.net

    Trust & Wealth Sarl

    Via Valdani 1
    6830 Chiasso
    Switzerland
    Tel +41 916 956 075
    Fax +41 916 956 036

    www.trustandwealth.net

    Trust & Wealth Srl

    Via Santa Maria Fulcorina 2
    20123 Milano
    Italy
    Tel +39 02 365 69 657
    Fax +39 02 365 69 829

    www.trustandwealth.net