WE PROVIDE BESPOKE WEALTH, TAX AND SUCCESSION PLANNING SOLUTIONS VIA MULTI-JURISDICTIONAL CORPORATE AND TRUST STRUCTURES.

PURSUING
EXCELLENCE

PURSUING
EXCELLENCE

Founded in 1996, we are an independent, owner-managed business. Through our relationship-focused approach we provide bespoke fiduciary and family office services to private clients, families and institutions across the globe.

PROACTIVE &
ENTREPRENEURIAL

About Us

WE OFFER BESPOKE WEALTH PROTECTION TO FAMILIES, INVESTORS AND ENTREPRENEURS

Founded in 1996, we are an independent, owner-managed business free from private equity or bank ownership.

Our team has grown to over 65 largely professionally qualified staff members across our offices in Geneva, London, the British Virgin Islands, Mauritius, Cyprus and the US. Our staff comprises over 20 different nationalities, with fluency in more than 12 languages, ensuring our local technical knowledge is complemented by cultural understanding, perspective and access.

Notwithstanding that we are in multiple locations we function as a single organisation, collaborating daily across our offices so that our clients benefit from the best of our diverse team’s skill and experience wherever they, or we, may be

OUR APPROACH

Relationship-focused

Through our relationship-focused approach, we strive to fulfil the wishes, aspirations and goals of our clients with a view to developing meaningful relationships across each generation

Bespoke

We provide tailor-made fiduciary and family office services aimed at proactively resolving the complexities associated with successfully managing cross border, multi-generational wealth and transactional activity

Independent

Our independence ensures that we remain client-centric and avoid conflicts of interest at all times

Our Team

OUR SERVICES

Bespoke
Solutions

We advise private clients, family offices and corporate bodies in designing and establishing bespoke multi-jurisdictional structures and provide comprehensive administrative services for the life of those structures

Our services form an integral part of our clients’ complex financial arrangements, offering continuity and consistency over multiple generations

Establishing Structures

– Trusts
– Private Trust Companies (PTCs)
– Corporate vehicles and transaction SPVs
– Foundations
– Limited Partnerships
– Syndicated investment vehicles
– Group and regional holding companies
– Trading companies

Advisory

– Cross-border wealth, tax and succession planning
– Analysing, advising on and structuring commercial transactions

Administration

– Full trusteeship services
– Providing company board and foundation council members
– Company secretarial services
– Corporate governance implementation
– Administering, monitoring and maintaining multi-jurisdictional assets
– Coordination of external advisers and asset managers

Accounting

– Real time bookkeeping and financial reporting
– Preparation of annual financial statements
– Bespoke financial reporting
– Granular consolidated reporting
– Tax and VAT returns

Regulatory and Compliance

– FATCA registration and annual submissions
– CRS categorisation and annual submissions
– Economic Substance evaluation and compliance
– Responding to legal, fiscal and regulatory developments

NEWS

Knowledge &
Understanding

Contact Us

We have offices in key financial centres around the world as shown on the map below.

To contact us please email contactus@clermonttrust.com

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Our Offices


British Virgin Islands

Clermont Corporate Services Limited

Harbour House Waterfront Drive
PO Box 905, Road Town Tortola,
VG1110

Tel: +1 284 494 6038
Fax: +1 284 494 6039
Email: contactus@clermonttrust.com


United Kingdom

Clermont Consultants (UK) Limited

Regent House Allum Gate,
Theobald Street Borehamwood
Hertfordshire WD6 4RS

Tel: +44 (0)20 8236 1420
Fax: +44 (0)20 8207 6159
Email: contactus@clermonttrust.com


Switzerland

Clermont Trust (Switzerland) SA

Clermont Consultants (CH) SA,
Rue du Rhône 61 1204
Geneva

Tel: +41 (0)22 718 7810
Fax: +41 (0)22 718 7819
Email: contactus@clermonttrust.com


Mauritius

Clermont Consultants (MU) Limited

7, Uniciti Office Park,
Black River Road, Bambous,
Mauritius

Tel: +230 452 9197
Fax: +230 452 9051
Email: contactus@clermonttrust.com


Cyprus

Clermont Holdings (CY) Limited

13 Agiou Prokopiou Street
CY - 2406 Egkomi
Nicosia

Tel: +357 22 556 452
Fax: +357 22 556 300
Email: contactus@clermonttrust.com


USA

Clermont Consultants (USA) Corp.

Registered Office: 850 New Burton Road
Suite 201 Dover 19904
Delaware USA

Email: contactus@clermonttrust.com

Our Offices