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Our Services

Trust Services

CISA Trust provides tailor-made trust services to an exclusive international clientele. CISA Trust Company typically holds a number of asset types, including portfolio investments, operating companies, real estate, art collections, aircraft and yachts etc.

CISA Trust provides trust services in Switzerland, the British Virgin Islands, and South Dakota, USA.

Company Management

CISA Trust offers a complete range of incorporation services, as well as ongoing corporate secretarial and administrative services in all relevant jurisdictions. CISA Trust offers these services directly in jurisdictions where we maintain offices, and through vetted agents where we do not.

Our incorporation services conform to the highest standards of corporate governance, and include: the formation of corporations, limited partnerships, limited liability companies (LLCs), local registered agent and registered office services, and the provision of officers and directors.

Our ongoing corporate secretarial services include the maintenance of minute books, and the coordination of local filings to keep companies in good legal standing within their jurisdictions of incorporation.

Wealth Planning

Our team of international wealth planners works alongside our clients and their professional advisors to determine the most suitable wealth planning structures for individuals and families. In addition, we work regularly with an extensive network of lawyers, accountants and tax and financial advisors covering all the jurisdictions where our clients or prospects are based. We take into account all pertinent estate and tax planning considerations, including the country of residence of the settlor and beneficiaries, as well as the nature and situs of the assets to be held in trust.

Accounting

CISA Trust provides accounting services for all trusts and entities under administration. Our services range from simple bookkeeping and basic accounting, to the preparation of complete financial statements including balance sheets and income statements with notes.

CRS & FATCA

CISA Trust has market-leading expertise on the complex reporting obligations arising under the Common Reporting Standard (CRS). In addition, CISA Trust is compliant with the Foreign Account Tax Compliance Act (FATCA) and is registered with the IRS as a reporting Financial Institution. CISA Trust has a GIIN number, and sponsors entities under its administration.