Schreber Tech SA

We create
shared value

Mission

Schreber is a Swiss trust company located in Lugano, imember of the Organism of SelfRegulation of Trustees in Canton Ticino (OAD FCT), recognized by the Swiss Financial Market Supervisory Authority (FINMA ) as controlling body of financial intermediaries.

Schreber’s mission is inspired by the consolidated Swiss tradition passed down over the years with regard to Fiduciary Services.

In all areas of intervention, Fiduciary Services, Corporate and digital services our main purpose remain: the creation of value.

The client is always at the very heart of the business relationship, we evaluate his needs and expectations, reaching the maximum customization of the fiduciary relationship.

Context

Switzerland is a macrocosm notoriously evolved from the financial and infrastructural point of view, its legal and government system, its monetary stability and low inflation rates offer to clients all over the world an important financial center to invest their assets.

It is situated at the very heart of Europe, culturally and historically open to multilingual and multicultural aspects, lies in a position of leadership in the global financial market, and it is still one of those few countries that can guarantee Solidity, Transparency and Regulatory Compliance.

The simple structure of bureaucracy together with efficiency in financial services and advanced operating procedures allow customers to offer sophisticated and highly professional solutions in a context that supports the full business operations.

Privacy and discretion in the conclusion of business affairs are granted by very strict laws, that ensure the honesty of each operator and certify their professionalism and their suitability as operator.

Solutions

Schreber’s activity is aimed at: institutional customers, private clients and corporate services through the creation of personalized solutions for Asset Allocation, definition of Wealth Management solutions, Asset Protection, tax planning and succession planning corporate, administrative, fiscal and commercial advice.

Tailor-made solutions

Schreber offers customers "tailor-made" advice: there are no unique or universally valid solutions for all, rather we strive to provide each customer with a solution, focused and adapted to meet his particular needs.

Compliance with rules

Schreber is also verified by an Independent External Audit, which monitors compliance with the rules of conduct of financial intermediaries (LRD).

Security

The operation area within the company is subject to internal rules that limit the personal initiative and raise the standard of internal control and regular report.

Independence

The lack of links with Financial and/or Insurance Institutions is an additional element of professionalism because it protects against any potential risk of conflict of interests. We have business relationships with qualified partners from Switzerland and abroad, but always respecting total independence, free from any interest which does not meet that of the customer.

Privacy

All data and information are processed and collected with the utmost discretion with respect to privacy policy, which is a crucial issue of the business relationship.

Business Ethics

Professional ethics to which Schreber is inspired, require total transparency for all processes, in which the client is involved, from the analysis of his needs to the identification of the solution that best suits to his situation, with clear indication of all counterparties involved in that process and detailed report of the relative costs of implementation.

Fiduciary Services

Trustee Services

The fiduciary services have always been the pride of Schreber. The expertise of our professionals and the long experience in the field enable us to offer a broad range of fiduciary solutions.

Asset Protection

With the use of financial instruments regulated by international laws, we are able to offer the maximum legal and tax protection of assets, with innovative, highly dynamic and flexible solutions.

Succession Planning

With a team of highly skilled professionals, and in collaboration with leading international institutions, Schreber offers a complete advisory service for succession planning and "generational change" focusing particularly on tax, asset protection and privacy of the beneficial owner.

Investment Opportunities

Relationships with international partners, and macroeconomic analysis in the financial field allow to identify the best investment opportunities that are examined and regulated by Schreber as a broker.

Tax Planning

Schreber is specialized in Swiss and international tax planning for individuals, with advice on taxation, treaties on double taxation , tax due diligence and tax litigation.

Real Estate Services

Schreber offers the analysis, revision and optimization of real estate assets of individuals, with related cash flow management. In addition, identifies business opportunities and makes evaluations and market research.

Corporate Services

Incorporation and administration