A trust is a reliable instrument for preserving wealth securely. The jurisdiction of Liechtenstein offers countless locational advantages and the opportunity to diversify assets internationally – both internally and externally. Since 1988, Codex Treuhand has been managing and safeguarding assets over the long term in the interests of the settlors.
Reliable management of your wealth
Formation of Legal Entities
We provide expert advice on the choice of suitable legal structures and international jurisdictions. In addition, we offer comprehensive administration services for companies, trusts and foundations, as well as their representation before domestic and foreign authorities.
Our location in the Principality of Liechtenstein offers you continuity of the legal framework and attractive legal forms, which are among the leading instruments in international wealth structuring.
- Formation and administration of companies under Liechtenstein or foreign law
- Establishment of foundations and trusts
- Formation and administration of charitable foundations
Family Office Services
When it comes to managing the wealth of international, multi-generational families, the right strategy is crucial. A successful family office helps to manage wealth effectively, make use of tax advantages and achieve the family’s financial goals.
As experienced fiduciaries in Liechtenstein, we offer our clients a comprehensive range of family office services. These include the management of financial investments and real estate, the design of financial structures and advice on tax and legal matters – from strategic planning through to the operational level.
- Establishment of family offices
- Family governance
- Wealth planning and management, and asset protection
- International tax planning
- Estate planning
- Acting as protector
- Concierge service
Assumption of Governing Body and Supervisory Functions
As experienced fiduciaries in Liechtenstein, we offer our clients a comprehensive service for taking on board of directors mandates. Our experienced professionals have the knowledge and skills required to fulfil these responsibilities successfully.
In a world of constant change, it is crucial to be flexible and able to respond quickly to change. That is why we work closely with our clients to ensure that their interests are at the centre of every decision.
- Assumption of board of directors mandates
- Assumption of protectorships
- Conducting meetings
- Preparation of minutes
- Monitoring of company activities
- Preparation of reports
- Implementation of resolutions
Decades of discreet financial expertise
Codex Treuhand has almost four decades of experience in providing fiduciary services. Thanks to comprehensive expertise in fiduciary matters and an internationally rooted network of specialists, we protect wealth from risks on a lasting basis.
We take care of all aspects relating to trusts in Liechtenstein, enabling our clients to concentrate on their own priorities.
Trust Liechtenstein: wealth managed reliably
We cultivate relationships of trust at every level. It is hardly surprising, therefore, that we place great value on transparency and appreciation and always strive to maintain close partnerships.
In keeping with our principle of partnership, we take a personal approach to every trust in Liechtenstein, marked by a high degree of commitment. This helps us to secure and preserve wealth for future generations.
Questions about trusts in Liechtenstein
A trust in Liechtenstein presents settlors with a complex challenge that requires specialist expertise and meticulous planning. Codex Treuhand has compiled some of the questions that frequently arise in connection with trusts in Liechtenstein. If you have any further concerns, we will be pleased to assist you.
What is a trust?
A trust (fiduciary relationship) describes a legal relationship of a contractual nature in which the settlor places trust assets (trust property, trust fund) under the control of a trustee for a specific purpose and for administration subject to that purpose.
A trust in Liechtenstein can pursue various objectives, which usually overlap. A trust in Liechtenstein is suitable, for example, for long-term asset protection or for estate planning – particularly in view of the individual structuring options.
What are the advantages of a trust in Liechtenstein?
Liechtenstein allows fiduciary relationships to exist in a wide variety of forms and for a wide variety of purposes. These include the management of assets, the management of companies and the hedging of risks.
A trust in Liechtenstein offers a number of advantages compared with other jurisdictions: owing to its stable legal system and free access to the Swiss and European markets, Liechtenstein is an attractive financial centre and business location.
Liechtenstein stands for a liberal economic policy and liberal company law. Also of interest for trusts in Liechtenstein are the moderate corporate taxation, the simple tax system and the flat tax.
These advantages, combined with the strict legal provisions on the protection of privacy, which afford settlors a high degree of discretion, make the Principality of Liechtenstein an ideal jurisdiction.
What types of assets can I place in a trust?
There are no restrictions on the type of assets that can be placed in a trust. A trust may therefore contain assets such as cash, shares, bonds, real estate, works of art, jewellery or collectibles. Intangible assets such as companies, patents and trademark rights can also be included. Digital assets such as NFTs or cryptocurrencies such as Bitcoin and Ethereum can likewise be incorporated.
Certain types of assets are subject to special requirements that must be met for them to be included in a trust. The Codex Treuhand team will be pleased to advise you.
What requirements must I meet to establish a trust in Liechtenstein?
The basic prerequisite is that the settlor has the right to place the assets in the trust. The next step is to define a clear objective for the trust. Rules and instructions are also laid down which the trustee is to follow in order to achieve the defined objectives.
All required documents and forms must be duly completed and submitted in order to confirm and register the establishment of the trust. Furthermore, for a trust in Liechtenstein it must be ensured on an ongoing basis that all applicable laws and regulations are complied with, including tax and compliance requirements.
As a fiduciary company with more than 35 years of experience in establishing trusts in Liechtenstein, Codex Treuhand is committed to achieving our clients’ objectives to their satisfaction.
What type of trust is right for me?
The choice of the type of trust in Liechtenstein and its structure depends to a large extent on individual circumstances and objectives. There are various types of trust that can be established in Liechtenstein:
- Investment trust: this trust is used to manage and invest assets over the long term. It is used for asset protection, safeguarding the owner’s assets while at the same time generating a long-term return.
- Family trust: this trust is used to protect and preserve family wealth. It enables assets to be transferred to the next generation.
- Testamentary trust: this trust is established by way of a will in order to manage certain assets after the owner’s death and pass them on to specific beneficiaries.
- Special assets trust: this trust is used to manage special assets such as companies, real estate or intellectual property.
As a fiduciary company, we support you in choosing the type of trust best suited to your individual needs and objectives. We also guide you through all the steps required to establish the trust in Liechtenstein.
