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 120 largely professionally qualified staff members across our offices in Geneva, London, Guernsey, 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 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
– Trusts
– Private Trust Companies (PTCs)
– Corporate vehicles and transaction SPVs
– Foundations
– Limited Partnerships
– Syndicated investment vehicles
– Group and regional holding companies
– Trading companies
– Cross-border wealth, tax and succession planning
– Analysing, advising on and structuring commercial transactions
– 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
– Real time bookkeeping and financial reporting
– Preparation of annual financial statements
– Bespoke financial reporting
– Granular consolidated reporting
– Tax and VAT returns
– 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
We have offices in key financial centres around the world as shown on the map below.
To contact us please email contactus@clermonttrust.com
Our Offices
British Virgin Islands
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
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 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
First Floor, 18, Cascavelle Business Park
Riviere Noire Road, Cascavelle,
Mauritius
Tel: +230 452 9197
Fax: +230 452 9051
Email: contactus@clermonttrust.com
Cyprus
13 Agiou Prokopiou Street
CY - 2406 Egkomi
Nicosia
Tel: +357 22 556 452
Fax: +357 22 556 300
Email: contactus@clermonttrust.com
USA
Registered Office: 850 New Burton Road
Suite 201 Dover 19904
Delaware USA
Email: contactus@clermonttrust.com
Guernsey
Guernsey
First Floor Oddfellows Hall
8 Lefebvre Street
St Peter Port
Guernsey
Email: contactus@clermonttrust.com
USA
5010 E. Rosa Parks Place – Suite 102
Sioux Falls
SD 57110
USA
Email: contactus@clermonttrust.com
