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We help families to manage and grow their wealth.
Switzerland, a top choice for global corporations and High Net Worth Individuals, boasts a stable economy, robust political and legal systems, low tax rates, and over 80 double taxation agreements.
With a skilled, multilingual workforce and excellent banking facilities, it's a premier destination for wealth planning worldwide.
Our Swiss office is recognised as a licensed trustee by the Swiss Financial Market Supervisory Authority (FINMA).
We offer a comprehensive suite of services for owning, managing, and preserving business and personal wealth.
Our expert team will advise and assist in establishing a trust, a foundation, or a company in Switzerland or across multiple jurisdictions, ensuring compliance with the applicable legislation, and meticulous reporting.
What we do:
Factsheets:
We'll help you organise the assets of your family or family-owned organisation. This involves working with family members to provide expertise on wealth structuring, asset allocation and advice on managing capital in accordance with your requirements. The result is a stronger family unit, assets that are safer and can be passed on to the next generation.
What we do:
We will provide you with a roadmap to wisely preserve and distribute your assets after your demise while optimising tax exposure. Our Swiss team will work with you on a plan to maximise the wealth passed on to heirs and charities, proposing efficient and sustainable solutions to their present or future exposure to taxation, wherever the assets may be located.
What we do:
Our expert team will advise and assist in setting up a charitable trust, charitable foundation, or a company in Switzerland or across multiple jurisdictions, ensuring compliance with the applicable legislation, and meticulous reporting.
What we do:
Considering changing your residence? We'll help you through this complex and at time stressful endeavour, anticipating potential problems in advance and mitigating risks
What we do:
Located in Zurich's financial heart, our office is surrounded by leading banks, luxury brands, renowned confectioners, restaurants, and historic architecture
Our experienced, multidisciplinary team is proficient in:
Mark leads Alpadis’ private clients practice in Switzerland, working with high-net-worth individuals, family offices and entrepreneurs.
He has more than 20 years of leadership experience in international financial services, including senior roles at UBS and Credit Suisse in Zurich. His work covers wealth structuring, fiduciary services, family governance and strategic philanthropy. Drawing on his legal, fiduciary and commercial background, he helps clients address the family and business considerations that shape wealth preservation and succession planning.
Mark holds a Master of Laws and a Juris Doctor from the United States, along with a postgraduate diploma in private wealth advisory. He is a full member of the Society of Trust and Estate Practitioners (STEP).
Elena joined Alpadis in 2024, bringing extensive expertise in international tax law, wealth planning, and fiduciary services. She oversees legal and tax structuring, working closely with private clients across Europe, Latin America, and Asia to develop tailored estate planning and asset protection solutions.
With a career spanning top-tier law firms and global financial institutions, Elena has held senior roles in Milan, Singapore, Shanghai, and Zurich. Prior to joining Alpadis, she served as Head of the European and Latin American Markets at Credit Suisse Trust in Zurich, advising high-net-worth clients on complex cross-border legal and tax matters.
A qualified Italian lawyer, Elena was also the founder of EOS Trust and Consulting LLC, a firm specialising in fiduciary services and international tax advisory, which later merged with Alpadis. Fluent in Italian, English, German, and Spanish, she is a member of the International Fiscal Association.
In her free time, Elena enjoys exploring different cultures and cuisines, reflecting her international background and passion for global connectivity.
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