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When you have accumulated wealth, you will want to protect it for future generations or the cause you care about. Generations of Canadians have chosen our Swiss Equity Fund trust and estate services to preserve and transfer assets for their families.

Our trust and estate experts work with you to develop the best plan and structure to achieve your immediate goals, and to provide continuity as your circumstances in life change.

Estate planning

Estate Planning Overview and When to Start

A complex financial situation requires a comprehensive estate plan. The following is an introduction to estate planning, why it is needed and when to start and review the plan.

Proceed to Features


What We Do


The plan we develop gives you control and continuity through all the important transitions in life.

PRESERVING YOUR WEALTH AND YOUR FAMILY

We can help you effectively transfer assets to family members, including members with special needs. Other than that, we also provide creditor protection plan, as well as asset management in response to incapacity or death.

We can help you effectively transfer assets to family members, including members with special needs. Other than that, we also provide creditor protection plan, as well as asset management in response to incapacity or death.

As professional trustees, we specialize in building customized solutions that suit your needs. We have a wealth of trust expertise and can manage trusts in a professional and objective manner while keeping in mind the objectives of the trust.

TRUSTEE SERVICE

Our aim is to make troublesome matter manageable. At Swiss Equity Fund Trust Company, we provide professional trustee service to free you or your family from the burden of being a trustee.

Our aim is to make troublesome matter manageable. At Swiss Equity Fund Trust Company, we provide professional trustee service to free you or your family from the burden of being a trustee.

Once you appoint Swiss Equity Fund Trust Company as the trustee, a dedicated trust professional will become your single point of contact and work closely with you, your family and other experts to ensure that your wealth is protected, and to assist your assets to be passed on to the next generation smoothly.

ESTATE PLANNING AND ADMINISTRATION

A thoughtful estate plan is essential to protect your wealth and pass it to the next generation.

A thoughtful estate plan is essential to protect your wealth and pass it to the next generation.

As estate experts, we will work closely with you to help preserve your wealth and professionally manage your estate assets.

We can also provide support to those appointed as estate executors. Alternatively, you can also appoint us as your professional executor to manage your will.


INSIGHTS


Leave a lasting legacy

The truth is, legacy is not just about your money.


Other Solutions


See how Our Solutions can help address your overall wealth management needs.


CONTACT US


Let’s have a conversation about how our
Swiss Equity Fund
services can help you and your family.