TREUCO – with domicile in the major financial and business city Zurich – offers a comprehensive range of trust company services in the fields of legal and tax advice, management and fiduciary services and portfolio management.
Investment Consultancy and Asset Management
Treuco assists you with tailor-made financial services, customised on your individual investment needs. We particularly value continuity in the personal relationships with our clients and the lasting management of the assets, which have been entrusted to us. We offer you an open and independent product and service platform.
Investment Process
You require a professional process for your investments, based on a proven philosophy.
Our investment committee meets every quarter with Dr. Alex Hinder and adjusts the weightings in the various investment categories on the basis of internal as well as external market analyses. In addition, we produce our own forecasts pertaining to the development of short-term interest rates, bond yields, currencies and equity markets. Our list of recommended equities and external investment funds is reviewed monthly. Of course, we also monitor on an ongoing basis the market developments and any possible consequences for our investment strategy together with Dr. Alex Hinder.
Legal and Tax Advice
Our team supports companies and private individuals in national and international legal, tax and business issues.
Tax Advice and Tax Returns
We support companies and private individuals in all tax matters. Use your valuable time for activities, which are more important to you. Treuco assists you when completing your tax returns and assume responsibility for all written correspondence with tax authorities.
Wealth and Succession Planning
You would like to exercise your responsibility towards your family or your company, and wish to plan the succession comprehensively and in good time. You may also be considering making donations to charitable institutions.
In order to secure the optimal tax and civil law transfer of your wealth to the next generation, it is often advisable to supplement or to replace classic succession planning instruments (such as the last will, the inheritance or prenuptial agreement) with further measures. Within inheritance law and tax law, considerable scope exists through the use of domestic and foreign foundations, trusts or establishments. We assist you in relation to all such issues in close collaboration with our experts in the fields of management and fiduciary services and portfolio management, and – where appropriate – also assume mandates in the field of executive management (e.g. as a member of the board of foundation).
Residency in Switzerland
Switzerland, and in particular the Zurich economic area, are very attractive locations. Treuco assists you in relation to taking residency in Switzerland and when it comes to dealing with the necessary formalities.
International Transactions
Your business operates in several countries, and you are looking for ways to structure and consolidate your business activities in a time-saving, cost-saving and tax-efficient manner. You are a private investor, and are examining an interesting investment opportunity in the private equity field, but have not yet decided how best to settle your investment. Treuco assists you in relation to all such issues in close collaboration with our experts in the fields of management and fiduciary services and portfolio management.