Leverage four decades of expertise in crafting meticulous succession plans and robust asset protection strategies tailored to international families and high-net-worth individuals.
Benefit from invaluable insights into regulatory matters and anti-money laundering practices, gained from leading positions in financial oversight authorities.
Transform your organization with proven leadership methods and strategic organizational development from a seasoned executive.
For over 40 years I have been involved in legal, economic, regulatory, organizational as well as personnel issues and have had management responsibilities since 1991. I had the chance to meet many interesting personalities and develop and implement solutions for many international families. Succession Planning, Asset Protection and Tax Planning have been in the focus of my activities throughout my career, as well as aspects of corporate and family governance were of great importance. In the last 8 years, I could gain significant experience in the prevention of money laundering and the supervision of financial intermediaries. My expertise in management, personnel development, as well as organizational development were extremely useful in the last stage of my career. This collection of material expertise can be of great value for individuals, families, corporates and entities of the public sector to find solutions for actual challenges.
Sharing my experience of more than four decades.
Member of the Executive Board
Head of Money Laundering Prevention
Supervision of Other Financial Intermediaries
Member of the Executive Board
Head of Trust Services
Managing Partner Trust Services
Branch Manager Zurich
Member of the Executive Board
Managing Director
Global Head of Trust Management
Global Head of Financial Planning for International Clients
A Certified Financial Planner (CFP) is a credential awarded to financial planners who meet strict educational, exam, and ethical standards. This certification is crucial as it assures clients of the planner’s expertise and ethical integrity.
Global Head of Corporate & Trust Services
A Member of the Society of Trust and Estate Practitioners (TEP) is a professional designation for individuals who have demonstrated expertise in trust and estate planning. This credential confirms the holder's specialized knowledge and adherence to high ethical standards.
Chief Trust Officer
Trust Officer
Trust Officer
An MLaw at the University of Zurich is a Master of Law degree that provides advanced legal education in Swiss and international law. This degree equips graduates with specialized legal knowledge and skills for various professional opportunities.
Intern
Name: Werner Meyer
Address: Rainstrasse 7
8907 Wettswil
CH - Switzerland
Email: wm@wmeyerconsulting.ch
Phone: + 41 79 777 94 94