Our Code of Values
CODEX was founded in 1988. We are experts in all trust and fiduciary services as well as international wealth structuring and succession planning. Our focus is on comprehensive advice and the long-term preservation of wealth.
Family Values
CODEX is an independent family business that maintains client relationships worldwide. We work closely with our clients and stand for personal relationships and international trust.
Community
We work closely with our clients and find the best solution for their needs. We often act as moderators, bringing the best minds to the table to find the optimal solution together.
Trust
Independence, diligence and foresight are the hallmarks of CODEX, which stands as a guarantor of consistency and stability. Our network of relationships is based on long-standing cooperation, trust and mutual appreciation.
Pragmatism
We always act in a solution-oriented and forward-looking manner in an international environment. This includes weighing short-term interests against long-term strategies and adapting decisions as required.
Tradition and Modernity
We combine traditional values and timeless principles with modern, forward-looking approaches. Our team thus combines experience in fiduciary services with openness to new ideas and technologies to create future-oriented solutions.
Dynamism
We are able to continually offer new concepts and ideas to address challenges. While pursuing long-term objectives, this enables us to respond immediately to investment trends and changes in the market.
Nikolaus T. Wilhelm
Member of the Board of Directors & the Executive Board
nwilhelm@codextrust.com
+423 388 20 00
Nikolaus T. Wilhelm holds a Bachelor of Arts in Business BA (Hons) from Anglia Ruskin University and has more than 15 years of experience in financial services.
He is a member of the Society of Trust and Estate Practitioners (STEP), the international organisation of wealth and succession planners, and holds the STEP Diploma in International Trust Management.
Nikolaus is a graduate of the CAS in National and International Tax Law at the University of Liechtenstein. Among other positions, he worked for four years at the trust company of a renowned law firm in Guernsey, supporting it at management level. Since 2011 he has been back on the team of Codex Treuhand AG, which he will lead into the next generation.
Nikolaus T. Wilhelm is married and the father of two sons.
Areas of expertise
- International trust management
- Wealth and succession planning
- International tax law
International networking is very important in our business. It is essential to think across generations, pursue practicable solutions and find low cost structures.
Thomas Haas
Member of the Board of Directors & the Executive Board
thaas@codextrust.com
+423 388 20 00
Thomas Haas has been looking after national and international clients for more than twenty years. In his work, he focuses on setting up and managing international structures and on their tax support. Personal contact with clients is his top priority.
Areas of expertise
- Founding Partner and CEO at Alpine Trust Services Ltd. (since 2025)
- Member of the Board of Directors at Codex Treuhand AG (since 2025)
- Doctoral studies (since 2020)
- Member of the Executive Board at an international trust company (2014 – 2024)
- LL.M. in international tax law (2014)
- Full trustee licence (2010)
- Client Adviser at an international trust company (2006 – 2014)
- Law degree (2006)