Helvetic Trust AG is an independent, owner-managed company based in Zurich, Switzerland, with additional offices in Bern, Lausanne, and a representative office in London. Founded in 2001 by Kaspar Grob, the company focuses on wealth management, family office services, asset management, and private equity. Its share capital is fully held by active partners, which supports its commitment to client interests and financial independence. The company offers a range of financial services tailored for high net worth individuals, family offices, foundations, and institutional clients. These services include strategic financial planning, personalized family office support, specialized investment management, and private equity opportunities. Helvetic Trust is regulated by the Swiss Financial Market Supervisory Authority (FINMA), ensuring compliance with local financial regulations. The company also collaborates with leading financial institutions to enhance its service offerings.