Reliance Trust Company

What Reliance Trust Company does

Reliance Trust Company is a Swiss family-owned trust and fiduciary firm headquartered in Geneva, with additional offices in Zurich, Zug, and Luxembourg, and offices currently being opened in Dubai and Abu Dhabi. The firm administers more than CHF 15 billion in assets across trusts, foundations, partnerships, and corporate structures governed by the laws of Switzerland, England and Wales, New Zealand, the Bahamas, Jersey, Guernsey, Canada, the Cayman Islands, and other jurisdictions. Its three core service lines are Private Client Services (trust creation and administration for HNW and UHNW individuals and families, including trustee, co-trustee, protector, and private trust company mandates), Corporate Client Services (incorporation, migration, board mandates, tax and VAT declarations, and audit support for holding, trading, finance, securitisation, and HR-sector entities), and Philanthropy Services (setup and administration of charitable trusts and Swiss charitable foundations, including KYC, FATCA, CRS, and DAC-6 compliance). A broader specialisation catalogue covers estate planning, corporate structuring, asset protection, Luxembourg investment funds, real estate structuring, family governance, family office, art services, luxury assets, relocations, and structure health checks.

The technology base is described as sophisticated management, administrative, and accounting systems on a highly secured IT infrastructure, with core activities explicitly insourced for privacy rather than handled via external platforms or APIs. The firm is the first larger Swiss trust company to hold a FINMA trustee licence, is a founding-era member of the Swiss Association of Trust Companies (SATC), and is authorised by SO-FIT as a DSFI under the Swiss Anti-Money Laundering Act.

Revenue is generated through managed-services and professional-services fees on bespoke, multi-year engagements — quote-based, with no publicly disclosed pricing. Distribution is entirely direct: a team of approximately 45 professionals (including in-house trust and tax lawyers speaking more than 20 languages) delivers services to HNW and UHNW clients, corporate entities, and charitable organisations across Europe, the Middle East, the USA, South America, Asia, and Africa, acquired through professional referrals rather than marketing channels. Swiss family ownership (the Krul family across two generations) is positioned as a structural feature, explicitly differentiated from bank-, PE-, and law-firm-owned competitors.

Name

Reliance Trust Company

Legal name

Reliance Trust Company SA

Website

https://reliancetrustgroup.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Reliance Trust Company is a Swiss family-owned trust and fiduciary firm administering more than CHF 15 billion in assets for HNW and UHNW individuals, families, corporate entities, and charitable organisations across multiple jurisdictions from offices in Switzerland, Luxembourg, and the UAE.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991)

akta.pro primary industry

Personal Trust & Fiduciary Administration (FSAEAKAA)

akta.pro secondary industries

Estate Planning, Trust Structuring & Governance (FSAAADAF), Trust & Fiduciary Advisory for HNW/UHNW (Trust Structuring & Trustee Oversight) (FSAAABAF)

Keywords

• Trust administration services
• Fiduciary services
• Estate planning services
• Corporate structuring services
• Philanthropy foundation services

Headquarters

HQ city

Geneva

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Trust and Fiduciary Services: Professional trust administration services to families, companies and charitable organisations. Revenue derived from ongoing fiduciary fees for managing trust structures, corporate entities, and philanthropic organisations.
2. Private Client Services: Swiss trustee services for revocable and irrevocable trusts, purpose trusts, employee benefit trusts, private trust companies, foundations and partnerships. Includes trustee, co-trustee, protector, and board mandate services.
3. Corporate Client Services: Services to companies active in holding, trading, royalties, finance, securitisation, and HR sectors. Includes incorporation, migration assistance, board mandates, tax declarations, VAT declarations and audit support.
4. Philanthropy Services: Setup and administration of charitable trusts and Swiss charitable foundations. Services include tax exemption assistance, international network registrations, foundation council secretarial duties, HR administration, accounting, compliance (KYC, FATCA, CRS, DAC-6).

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Reliance Trust Company is a Swiss family-owned trust and fiduciary firm that administers more than CHF 15 billion in assets through three core service lines: Private Client Services (trust creation, trustee, co-trustee, protector, and private trust company mandates for HNW and UHNW individuals and families), Corporate Client Services (incorporation, migration, board mandates, tax and VAT declarations, audit support for holding, trading, finance, securitisation, royalty, and HR entities), and Philanthropy Services (setup and administration of charitable trusts and Swiss foundations, tax-exemption assistance, and international donation-network registration). The firm operates across common-law and civil-law jurisdictions from offices in Switzerland and Luxembourg, with new offices opening in Dubai and Abu Dhabi.

Product overview

Reliance Trust Company is a Swiss family-owned trust and fiduciary company providing specialised services to families, companies, and charitable organisations. The company administers more than CHF 15 billion in assets across Switzerland, Luxembourg, and expanding to Dubai and Abu Dhabi. The core service offerings consist of Private Client Services (trust administration for HNW/UHNW individuals), Corporate Client Services (company administration for holdings and trading entities), and Philanthropy Services (charitable trust and foundation administration). These core services are supported by specialisations including Estate Planning, Corporate Structuring, Asset Protection, Investment Funds, Real Estate Structuring, Family Governance, Family Office, Art Services, Luxury Assets, Relocations, and Structure Health Checks.

Differentiator

Problem solved

Functional benefit

Products and services

• Private Client Services Trust and fiduciary services for HNW and UHNW individuals and families, including creation and incorporation of trusts, trustee services, co-trustee, protector, and private trust company mandates.
• Corporate Client Services Company administration services for businesses active in holding, trading, royalties, finance, securitisation, and HR sectors, including incorporation, migration, board mandates, tax declarations, VAT declarations, and audit support.
• Philanthropy Services Setup and administration of charitable trusts and Swiss charitable foundations, including tax exemption assistance, international donation-network registration (Transnational Giving Europe, King Baudouin Foundation US), foundation council secretarial duties, HR administration, accounting, and compliance (KYC, FATCA, CRS, DAC-6).
• Estate Planning Tax-efficient transfer of assets across generations using trust structures, foundations, partnerships, and wills for HNW and UHNW families.
• Corporate Structuring Jurisdiction selection, structure setup, and assistance with mergers, acquisitions, and IPOs for corporate clients across multiple jurisdictions.
• Asset Protection Protection of family and corporate assets from risks including divorce, bankruptcies, and state discrimination using trusts and bilateral investment treaties.
• Investment Funds Administration Administration of unregulated Alternative Investment Funds in Luxembourg for institutional and private clients.
• Real Estate Structuring Structuring for real estate holdings through local and international holding companies in Luxembourg and Switzerland for family and corporate clients.
• Family Governance Planning for family business succession, core values articulation, shareholding transfers, and next-generation involvement for multi-generational families.
• Family Office Services Administrative and accounting services for families, including assistance with ESG, SRI, and impact investing mandates.
• Art Services Administration, acquisition, financing, and marketing of art collections for families, galleries, and art dealers.
• Luxury Assets Structuring Structures holding private aircraft, yachts, jewellery, collector cars, and bloodstock for HNW and UHNW clients.
• Relocation Services Assistance with relocation projects to Switzerland and internationally, including pre-immigration planning for HNW and UHNW individuals and families.
• Structure Health Checks Reviews of existing trust and corporate structures and second opinions on third-party administered structures for private and corporate clients.

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Two partnerships are on record, tiered minor.

• Transnational Giving EuropeminorStrategic or Co-development PartnerInternational network for tax-effective cross-border donations. Reliance facilitates registrations for charitable clients to enable tax-efficient donations across European borders through this network.
• King Baudouin Foundation United StatesminorStrategic or Co-development PartnerPhilanthropic foundation network enabling US-based tax-effective cross-border donations. Reliance organises registrations for charitable clients to facilitate donations through this international network.

Scale indicators4 records

Recent moves7 records

Expansion highlights6 records

Direct peers

• Trident Trust: Specialist global trust, fiduciary and corporate services group with comparable multi-jurisdictional capabilities and a similar HNW/UHNW client focus, making it one of the closest direct analogues to Reliance Trust.
• Hawksford: Global provider of corporate, trust and family-office services serving HNW and corporate clients across multiple jurisdictions, overlapping directly with Reliance's private-client, corporate and fiduciary offerings.
• Maples Group: Leading offshore legal, fiduciary and fund-services provider with Cayman, BVI and Luxembourg capabilities that closely mirror Reliance's common-law and civil-law structuring focus.
• ATC (Switzerland) Sàrl: Swiss trust and fiduciary firm founded by Herman Krul (current Reliance Director/Board Member) and predecessor to parts of the Reliance business — the most direct heritage peer in the Swiss trust market.
• Stonehage Fleming: International multi-family office and trust/fiduciary services group serving HNW/UHNW clients with cross-border structuring, comparable in client type and service breadth to Reliance.
• Conyers Trust: Offshore trust and corporate services provider across Cayman, BVI and Bermuda, serving the same international HNW and corporate client base Reliance targets with common-law structures.

Broad incumbents

• CSC (Corporation Service Company): Global corporate and trust services incumbent with much larger scale and broader geographic footprint, representing a much larger alternative for the corporate-trust slice of Reliance's business.
• TMF Group: Large global provider of corporate secretarial, accounting, trust and fiduciary services across 80+ jurisdictions, offering the corporate-administration half of Reliance's suite at significantly greater scale.
• Northern Trust: Major global fiduciary and wealth-services incumbent whose Swiss private client and trust capabilities directly compete with Reliance for larger HNW/UHNW mandates.
• J. Safra Sarasin: Swiss private banking group with a dedicated trust and corporate-services offering for HNW families, serving an overlapping international client base from Geneva and Zurich.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/reliance-trust

Compliance8 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Reliance Trust Company