Helvetia Trust Advisory

Scope of the partnership

Fiduciary and structuring partner for cross-border holdings. The relationship is formalised by contract and governed by French law, with clear governance rights, confidentiality undertakings and conflict-of-interest rules.

• Joint origination in wealth & fiduciary
• Shared due diligence and KYC standards
• Co-investment under shareholder agreements
• Regular strategic review with Holding JMB management