Private Clients
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A comprehensive range of services are available to our private clients: for example, from investment strategy, legal and tax advice to estate planning and succession arrangements for family businesses. In order to meet our clients‘ personal requirements in a professional and flawless way, Leo Trust provides teams of specialists to help our clients to achieve their goals in a sustainable manner.

For you
Wealth & Estate Planning

Advice, development of individual strategies and implementation of wealth and succession arrangements.

Family Governance

Families are complex structures, both privately and in business. We offer modern solutions that protect family values.

Philanthropy

Establishment and management of appropriate funds, advice on legal and tax support.

Relocation of Business & Families

Support in administrative and economic matters, representative services, office solutions, etc.

Legal, Compliane & Tax Advisory

Competent and comprehensive legal, business and tax advice by a team of dedicated specialists.

Merger & Acquisition

Assistance with and management of company acquisitions and sales, including the consolidation of merged companies.

Various Asset Classes Management

Advice and support on the investment mix beyond shares and bonds, in particular with regard to cryptocurrencies.

Private Collections

Management of private collections including advice, in the event of sales or succession arrangements.

Lifestyle & Health

Superb and holistic support through a premium concierge service - discreet, attentive and professional.

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