CP Trust
Private Trust & Fiduciary Services

The quiet stewardship of generations.

CP Trust serves a small circle of principal clients – individuals and families whose affairs require the structures and stewardship that protect what matters across borders, generations, and circumstances unforeseen.

HeadquarteredZug · Switzerland
Regulated byVQF · FINMA-supervised
MandateBy introduction
Lake of Zug · Zug 01 / 04
Practice

At CP Trust we serve a deliberately small circle of principal clients – individuals, families, and the structures that hold their wealth. We accept new mandates by introduction and where we see the basis for a relationship of lasting confidence. The number is contained by design, not by ambition.

Our work is the stewardship of long-term wealth – private companies, trusts and foundations, governance charters, succession frameworks, philanthropic vehicles. Most of it is invisible. That is the point.

The clients we serve come to us with a clear sense of what their affairs ask for: a single team, a single standard, holding the line with expertise, integrity, and commitment.

International Reach

Rooted in Switzerland,
operating internationally.

CP Trust’s work is anchored in Switzerland and carried out across multiple jurisdictions, reflecting the structure of our clients’ affairs.

Mandates typically involve cross-border ownership, administration, and reporting, coordinated with banks, advisors, and authorities in each relevant jurisdiction.

Who We Serve

Three domains, each met on its own terms.

Our practice serves principal clients – the individuals and families themselves, the private companies they hold, and the trust and foundations they establish – with a single team carrying continuity across all three.

CP Trust serves as the executing fiduciary across mandates; structuring, legal counseling, and contentious matters are undertaken by our affiliated law firm, Calò Partners SA.

Families & Individuals

Individuals, families, founders, and entrepreneurs with cross-border personal, financial, tax, succession, and administrative affairs.

Selected Services
  • Family office & private secretariat
  • Consolidated wealth reporting
  • Banking, investments & custody liaison
  • Trustee & protector services
  • Tax compliance & filings
  • Real estate & property administration
  • Bookkeeping & financial oversight
  • Lifestyle & concierge coordination
Through Calò Partners SA
  • Cross-border wealth & tax planning
  • Relocation
  • Aviation & yachting
  • Lump-sum taxation
  • Succession & estate strategy
  • Voluntary disclosure & criminal tax defence
  • Cross-border disputes in successions, trusts & estates
  • Family governance charters

Private Companies

Privately held operating companies, family businesses, holding companies, and shareholder structures forming part of a principal client’s wider ownership arrangements.

Selected Services
  • Holding & shareholder structures
  • Director & corporate secretarial
  • Domicile & registered office services
  • Tax compliance & filings
  • Accounting & VAT
  • Operational & transactional support
Through Calò Partners SA
  • Corporate structuring & reorganisations
  • Shareholder & M&A advisory
  • Executive compensation & participation plans
  • Support in valuations & second-opinion reviews
  • Generational ownership transitions
  • Contentious & commercial matters

Foundations & Trusts

Trusts, foundations, philanthropic vehicles, and fiduciary structures established for family, succession, charitable, or asset-holding purposes.

Selected Services
  • Trustee & council secretariat
  • Grant administration & oversight
  • Annual reporting & compliance
  • Beneficiary & donor relations
  • Operational support
Through Calò Partners SA
  • Foundation & trust structuring
  • Private Trust Company (PTC) structures
  • Charter, deed & governance drafting
  • Cross-border philanthropy structures
  • Regulatory & audit coordination
  • Tax exemption matters
Lausitzring · Germany 01 / 04
Patronage

Precision under changing conditions.

CP Trust supports selected motorsport initiatives. We are drawn to environments where small teams carry significant responsibility, judgement is tested under pressure, and performance depends on discipline rather than display.

The patronage is not decorative. It is a quiet alignment with people who continue to perform, season after season, when conditions change.

Tenure

Defined at inception,
carried forward.

CP Trust’s work is organised through mandates that extend over time, not as isolated transactions.

The scope is defined at inception and carried forward through ongoing administration, reporting, and oversight – reflecting the long-term nature of the structures we administer and the affairs of the clients we serve.

Offices

Two offices, one practice.

Zurich
Switzerland · 47.37°N · 8.54°E
Calò Partners SA Fraumünsterstrasse 9
8001 Zurich
Zug
Switzerland · 47.17°N · 8.52°E
CP Trust SA Grundstrasse 11
6343 Rotkreuz
– Head Office
Private Enquiry

A direct line to our practice.

Initial enquiries are received in confidence and considered by reference to scope, structure, and timing. Please provide a few details to help us understand the nature of your enquiry.