Capital Trustees

What Capital Trustees does

Capital Trustees AG is an independent Swiss trustee company founded in 2005 and headquartered in Zurich, with a secondary office in Lugano. The firm delivers professional trust services across multiple jurisdictions alongside Swiss corporate and personal services, operating exclusively from Switzerland. Its core offerings comprise five service lines: Professional Trust Services (multi-jurisdictional trust administration and fiduciary oversight), Swiss Structures for Private Clients (foundations, family office arrangements, and wealth planning solutions), Personal Swiss Tax Advisory, Relocation Services (residency permits and integration support), and Swiss Corporate Services (company formation, administration, accounting support, and corporate governance). All services are delivered through direct client engagement without intermediaries, and pricing is bespoke and quote-based rather than publicly disclosed.

The firm targets high-net-worth individuals, families, and private client structures seeking Swiss-jurisdictional wealth preservation, succession planning, and asset protection. Its primary segments are HNW individuals and families requiring cross-jurisdictional trust administration and family legacy preservation, and private clients and family structures needing Swiss corporate services and personal tax advisory. The company positions itself as independent from bank or insurance group affiliation, which it treats as a core differentiator versus captive fiduciary arms. Revenue is recurring in nature, with trust and corporate services structured as ongoing engagements and tax and relocation services delivered on a professional services basis.

Capital Trustees AG has 11-50 employees and reports no subsidiaries, no funding rounds, no acquisitions, and no disclosed partnerships or alliances. There is no disclosed proprietary technology platform, API, or AI capability; the firm operates as a traditional fiduciary and corporate services practice. Leadership consists of founder and owner David Frier and CFO Marco Bertoncello. Operational signals — active website, two physical offices, and a five-service integrated platform — indicate an operating boutique firm; however, the absence of disclosed revenue, headcount trend, or capital deployment limits visibility into growth magnitude.

Name

Capital Trustees

Legal name

Capital Trustees AG

Website

https://capitaltrustees.ch

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

11–50 employees

Short description

Capital Trustees AG is an independent Swiss trustee company based in Zurich and Lugano, providing trust administration, Swiss corporate structuring, personal tax advisory, and relocation services to high-net-worth individuals, families, and private clients.

Ownership category

akta.pro rank

Product category

Trust and Fiduciary Services

NAICS

Trusts, Estates, and Agency Accounts (52592), Funds, Trusts, and Other Financial Vehicles (525)

akta.pro primary industry

Fiduciary Agency & Trustee-for-Hire Services (FSAAANAL)

akta.pro secondary industries

Corporate & Institutional Trust Services (FSAAANAB), Directed Trust & Trust Advisory Services (FSAAANAK), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB)

Keywords

• Trust administration services
• Swiss corporate services
• Private client tax advisory
• Wealth structuring services
• Family legacy planning

Headquarters

HQ city

Zurich

HQ country

Switzerland

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Trust Services: Professional trust services delivered across multiple jurisdictions, providing fiduciary oversight and administration for family trusts and wealth structures.
2. Swiss Corporate Services: Formation and administration of Swiss corporate structures for private clients and businesses.
3. Personal Swiss Tax Advisory: Tax advisory services for individuals related to Swiss tax obligations and planning.
4. Relocation Services: Support services for individuals relocating to Switzerland, including administrative and advisory assistance.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Capital Trustees AG is an independent Swiss trustee firm that delivers professional trust administration across multiple jurisdictions alongside Swiss corporate and personal services. The firm provides five core offerings: Professional Trust Services, Swiss Structures for Private Clients, Personal Swiss Tax Advisory, Relocation Services, and Swiss Corporate Services, all delivered exclusively from Switzerland through offices in Zurich and Lugano.

Product overview

Capital Trustees AG is a professional, independent Swiss trustee company offering a unified suite of trust and corporate services. The company provides five core service offerings: Professional Trust Services (delivering trust administration across multiple jurisdictions), Swiss Structures for Private Clients (bespoke legal structures for wealth planning), Personal Swiss Tax Advisory (individual tax guidance), Relocation Services (residency and settling-in support), and Swiss Corporate Services (company formation and administration). All services are exclusively delivered from Switzerland.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Trust Services Professional trust services delivered across multiple jurisdictions, including trust administration, governance, and fiduciary responsibilities for high-net-worth families and private clients.
• Swiss Structures for Private Clients Bespoke Swiss legal structures designed for private clients, including foundations, family office arrangements, and wealth planning solutions for family legacy preservation.
• Personal Swiss Tax Advisory Expert tax advisory services for individuals, providing guidance on Swiss taxation, international tax planning, and compliance with Swiss tax obligations.
• Relocation Services Comprehensive relocation assistance to Switzerland, including residency permits, settling-in support, and integration services for individuals moving to Switzerland.
• Swiss Corporate Services Full range of Swiss corporate services including company formation, administration, accounting support, and corporate governance for businesses operating in Switzerland.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves4 records

Expansion highlights3 records

Direct peers

• Maples Group: Leading offshore legal, fiduciary, and fund services firm with private client and corporate services divisions; comparable to Capital Trustees as a multi-jurisdictional trustee and corporate services provider serving HNW private clients.
• Vistra: Global fiduciary, corporate, and trust services provider with deep Swiss presence; both Capital Trustees and Vistra deliver trustee, corporate administration, and private-client services to internationally mobile HNW families, competing directly for the same mandate types.
• IQ-EQ: Global private wealth services firm specializing in fiduciary, corporate administration, and fund services; competes head-to-head with Capital Trustees for Swiss trust, foundation, and family office mandates for international HNW families.
• Trident Trust: International corporate, trust, and fund administrator with a Swiss office network providing fiduciary and corporate services to private clients; directly comparable in service menu and target segment to Capital Trustees' trust and Swiss structures offerings.
• First Advisory Group: Independent Swiss trust and corporate services boutique serving private clients and families with structures and administration directly comparable to Capital Trustees' service offering and Swiss-base independence positioning.
• JTC Group: JTC operates a substantial private client and corporate services division in Switzerland, delivering trust, foundation, and family office administration to HNW clients, fundamentally overlapping with Capital Trustees' trust and Swiss structures offerings.
• Oak Group: Independent Swiss fiduciary and corporate services firm headquartered in Switzerland; comparable in scale, independence positioning, and HNW private-client focus, competing with Capital Trustees for similar Swiss trust and corporate mandates.
• Appleby Global: Offshore fiduciary and legal services firm offering private client and corporate services similar to Capital Trustees, particularly relevant for cross-border trust structures involving Swiss-domiciled assets.
• TMF Group: Large international provider of corporate secretarial, trust, and fund administration services across 80+ jurisdictions; directly competes with Capital Trustees on multi-jurisdictional Swiss private-client structures and corporate administration mandates.

Regional players

• Kaiser Partner Privatbank / Swiss independent trust boutiques: Swiss private bank and fiduciary services provider operating in the same Liechtenstein/Swiss alpine private-client corridor as Capital Trustees, offering trust, foundation, and corporate services to international HNW families.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/CapitalTrustees
• LinkedInlinkedin.com/company/capitaltrustees

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Capital Trustees