Trust, Asset Planning and Foundations

We follow our clients' personal and family needs with the aim of protecting, enhancing and finally passing on their assets to the next generations. We also pursue charitable and public benefit causes.

Trust, Asset Planning and Foundations

We follow our clients' personal and family needs with the aim of protecting, enhancing and finally passing on their assets to the next generations. We also pursue charitable and public benefit causes.

To whom the service is dedicated

Individuals

Trusts and Foundations

What we offer

Trust

  • We guide our clients in choosing the right tools to protect their assets.
  • We follow their personal and family needs with the aim of protecting, enhancing and planning the transfer of assets to future generations.
  • We perform the function of Trustee Company at our Lugano office.
  • We also perform the function of Independent Protector.

Foundations and Associations for charitable purposes

  • Assisting with establishing, maintaining and taking care of relationships with the relevant authorities.
  • We perform the function of Board Member of Foundation or Association for charitable and/or public utility purposes.

Where

This service is offered in both our Lugano and Monaco head offices.

The Altiqa team

Diego Lissi
Consultant (Monaco)

Michele Clerici
Consultant (Lugano)

Antoine Mari
Consultant (Monaco)

Monica Gabrovsek
Trust Officer senior (Monaco)

Sheila Bianchi
Trust Officer senior (Lugano)

Gaëlle Pacaud
Trust Officer e Trust Manager (Monaco)

Tessa Luzzani
Trust Manager (Lugano)


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