We are Conduct: a wealth planning and trust partner operating from Zurich, Switzerland. Our company was founded by a highly skilled team with a collaborative history spanning over a decade.
At Conduct, consistency is key. As an employee-owned firm, we align our success with that of our longstanding and diverse international clients. We ensure the same team looks after your family’s affairs from start to finish, working closely with your existing advisors. To deliver excellence, we collaborate with leading experts in various fields, enabling us to offer a comprehensive range of services.
Switzerland, our home base, is globally renowned for its private client services. We rigorously adhere to industry regulations, prioritising high standards of conduct and client protection.
Recognizing the importance of robust checks and balances, we facilitate the creation of well-defined ecosystems for wealth and succession planning. In these ecosystems, settlors, beneficiaries, advisors, trustees, and protectors collaborate seamlessly. Each role plays a crucial part in preserving the quality and longevity of the family legacy.
Over the years of working together, we developed our own unique methodology, including The Conduct Formula and The Balanced Conductor. We use visual representations to simplify complex topics.
We are passionate about continuous learning and development, both as individuals and as a team. We deeply value the privilege of learning from our clients and their advisors.
Collaboration and knowledge sharing are essential to our work. That’s why we make our knowledge and expertise accessible through our website, conferences, and events. Committed to continuous innovation, we help create wealth plans that match with their purpose, driving positive change in society.
