Archives: Services

Trust & Estate Services

Trust & Estate Services F-Trust services from a firm you can depend on - with experts who take the time to understand you and your family Service Offering Overview Serving as your trustee is an important responsibility that we take very seriously.  It’s in our very name. Our commitment to a high level of personal [...] Read More

Sustainable Investing

Sustainable Investing For investors who seek to generate attractive returns while helping to shape the world around us. The Importance of Sustainable Investing​ We believe that considering Environmental, Social, and Governance (ESG) factors in the investment decision-making process can deliver performance while also improving lives. We therefore examine ESG factors in all our investment decisions [...] Read More

Investment Management

Portfolios Built Around You Disciplined investment management customized to your unique needs. Four beliefs guide our investment strategy.   The foundation of successful investing requires a disciplined process managed by experienced professionals who are focused on your best interests. Our approach is built around a set of fundamental beliefs that guide every decision. Our goal [...] Read More

Wealth Planning

Wealth Planning We don’t start by talking about money. We start by talking about what’s important to you. How We Do It Seven Steps to Informed Decision At F-Trust France, your plan is not built on algorithms or industry averages, but on a comprehensive understanding of what matters to you. A full integration of both [...] Read More

Business Owner

Business Owner Services Our suite of services designed for business owners was forged in a long history of advising entrepreneurs and business leaders. What Makes Us Distinctive Experts Integrating Business & Personal Specialized Expertise We have a long history of serving business owners and special expertise integrating business exit and broader wealth planning. Our deep [...] Read More

Financial Advisors

Services for Financial Advisors We’re committed to helping financial advisors enhance their value to clients and grow their businesses. What Makes Us Distinctive Expertise and flexibility A Breadth of Services We’re proud to partner with more than 100 financial advisors. Deepen your client relationships with trustee services, including access to  advantageous trust laws, custody services, [...] Read More

Family Office

Family Office Services Our family office experience and roots enable us to customize to your family’s unique needs. What Makes Us Distinctive Experts focused on your best interests A Focus on Wealth 100+ advisors and family offices find us a nimble and reliable partner. We’re a private firm with a strong financial record and a [...] Read More

Individuals and Families

Services for Individuals and Families Wealth is more than the accumulation of assets. It’s about the life you want to live. And the legacy you want to leave. Integrity & Permanence We’re focused on what’s best for you. We’re privately-owned and proudly independent, with a nearly 140-history of integrity, financial stability, and an unwavering commitment [...] Read More