Estate planning enables families to pass on assets in a smooth and tax efficient way from one generation to the next. In Common law countries trust structures are mostly used for estate planning purpose. They are usually well recognized, flexible and efficient. They can take into account civil law forced heirship rules and sharia related issues. In Civil law countries estate planning is usually organised with a testament. Asan alternative, foundations, partnerships and trusts can be used.


Reliance assists corporate clients determining the most appropriate jurisdiction to set-up and deploy activities. Many aspects such as management location, activity, workforce requirements, taxation and the use of Treaties and costs are taken into account. Reliance also helps with Merger & Acquisitions (M&As) of corporate structures and Initial Public Offerings (IPOs).


Family and corporate assets can be exposed to a large number of risks. Families usually organise their asset protection with dedicated vehicles such as trusts, private trust companies and companies. This way they protect the existing wealth from, for example, divorce, bankruptcies and excessive spending. In unstable countries, risks related to state discrimination against foreign investors (in favour of local ones), unlawful expropriation or unjustified restrictions on payments and capital flows can be mitigated by structuring with Bilateral Investment Treaties (BIT). 


Philanthropy are private initiatives for the public good. It usually consists of financial contributions and actual actions that aim to prevent and solve social problems. Philanthropy is important to society because governments can’t address the needs of all causes and leaves gaps in areas where support is needed. Individuals and businesses fill in these gaps by creating their own philanthropic structures, e.g. charitable foundations or charitable trusts. 


Real estate is often held by a local and/or international holding company. Depending on the country of investment, the type of real estate commonly used jurisdictions are Luxembourg and Switzerland.  


A wide variety of aspects needs to be organised and planned for in relation to family businesses. In a timely manner, it is important to determine the family core values, organise the transfer of shareholdings and involve the next generation when they are ready. 


Reliance provides various administrative and accounting services to families. Reliance also assists with the selection of financial institutions and custodians and makes introductions to leading experts in the fields of Environmental, Social and Governance (ESG) investing, Socially Responsible Investing (SRI) and impact/thematic investing.  On a more private level, clients can benefit from the Reliance’s international network and obtain introductions to medical organisations (for second opinions and treatments), private schools, education programs and so forth.


Reliance serves families, galleries and art dealers with the administration, acquisition, financing and marketing of art collections. The company has dedicated art-procedures in place to ensure compliance. 


Reliance sets-up and administers structures holding private aircrafts, yachts, jewellery, collector cars, bloodstock and so forth. The company collaborates with industry specialists for the acquisition, management and daily administration of these assets. 


Reliance assists and guides clients in their relocation projects to Switzerland and internationally. Depending on the situation, pre-immigration planning may be needed.


Ongoing changes to regulations and legislations affect client structures. Reliance performs “health checks” to on-boarded structures and “second opinions” to structures administered by third parties.