With experience on the international field, in-depth expertise, dynamism and an approach aimed at solving the most diverse personal, fiscal and corporate problems, Veco Advisory Trust is the ideal partner for personalized strategic consultancy for both individuals and companies.

Knowledge of financial markets, flexibility and personalization are VECO Invest’s core features; the expert you can trust to build a financial plan tailored to the client based on the objectives and risk profile. Veco Invest SA does not follow current trends – it is always one step ahead in offering its clients the utmost, all the while remaining flexible enough to be able to participate in investment decisions if necessary.

Veco Multifamily Office SA’s primary aims are diversification and efficient integrated management of complex private and corporate assets. It effectively manages entrepreneurial families’ various assets and ensures a structured, transparent future plan for future generations.

In the context of asset planning and heritage protection we work alongside the entrepreneur and wealthy families to consciously plan the transition to future generations of their wealth. The two main tools used are Trust and Foundations.

Trusts
A trust is a private legal arrangement whereby the ownership of Settlor’s assets are transferred to the Trustees who will control, manage and use the assets (Trust Fund) for the benefit of the Beneficiaries. Trusts are efficient and flexible solutions in terms of asset protection, estate planning, wealth transfer over generations, family governance and tax planning, depending on the type of trust, on the residence of Settlor, of the Trustee, of the Beneficiaries as well as on the location of the Trust Fund. Trusts derive from the common law and are well recognized at an international level.

Foundations
‍The foundation is a legal entity without members and with its own organisation, the object of which is to achieve a specific purpose, normally for the benefit of family members or for charitable purposes. Foundations are an efficient and flexible solution in terms of estate planning, wealth transfer over generations and family governance. The Foundation is well known in civil countries, therefore its recognition and acceptance might depend upon the type of foundation and the residence of the Founder and of the Beneficiaries.

Real estate is the fundamental investment and constitutes an important part of family and corporate assets and is therefore a precious asset which should increase in value and be handed down over time. As such, Veco Immobiliare SA operates with a view to diversifying risk and increasing yield, through the partnership with Tradefidam SA.

BlueStar is an asset management and fund management company specialized in managing investments in financial markets. It is the ideal partner for institutional investors who aim to maximize returns while minimizing risk and offering tailor-made management consultancy.