Specialized services

Ad Astra Fiduciary SA

The Group’s Swiss subsidiary, Ad Astra Fiduciary SA provides trust and corporate administration services, along with wealth and governance advice, to a number of our international clients and families. The company has been authorized by FINMA, the Swiss financial regulator, since 2023 and is affiliated with a recognized supervisory body, the Organisme de Surveillance des Instituts Financiers (OSIF). Ad Astra Fiduciary SA anchors our fiduciary expertise in Switzerland, with operations led by a dedicated team based in Lausanne. Complementing Brightstone Trust Company in Canada, it allows us to deliver our services from a second jurisdiction recognized for its legal stability and regulatory demands. Our clients benefit from an integrated platform across two jurisdictions, combining institutional discipline, independence and lasting personal commitment.

Seeing clearly into a complex estate is a rare privilege.

We make it possible. Our 360° financial reporting consolidates all of our clients’ holdings (registered and non-registered accounts, trusts, corporations, private investments, assets held across multiple jurisdictions) into a single, readable and rigorous view, whatever the degree of complexity of your structures.

Our clients have a complete, current and verifiable picture, designed to support informed and timely decisions. Our governance and monitoring reports are built on the same standards required by institutional investors, with transparency as the guiding principle, so that our clients always know exactly where their wealth stands.

This consolidated view becomes their strategic dashboard, the tool that turns scattered information into a decision-making advantage.

hrough 1642 Assurances Inc., our insurance brokerage subsidiary, we support our clients in putting life insurance solutions in place.

In Canada, life insurance is one of the most tax-efficient vehicles available: the death benefit is paid tax-free to designated beneficiaries, bypasses the probate process, and the value accumulated within an exempt policy grows tax-sheltered. For high-net-worth families, these attributes make it far more than protection: it is an instrument of wealth preservation.

The benefit provides the liquidity needed to settle the tax triggered at death by the deemed disposition of assets, avoiding the forced sale of a business, a property or a portfolio. It ensures the financial security of loved ones, allows for an orderly and equitable transfer across generations, and offers a rare certainty: a known, guaranteed amount, paid at the precise moment it matters.

Brightstone Trust Company is a financial intermediary accredited by the Government of Quebec under the Quebec Immigrant Investor Program (QIIP).

The program offers business people and their families a preferred path to settling in Quebec, through an accelerated immigration process leading to Canadian permanent residence and, in time, Canadian citizenship. We support QIIP candidates at every stage of the process from Montréal, from obtaining a Canadian work visa to putting in place financial strategies suited to their new circumstances.

Our expertise allows us to meet the specific needs of business families, easing their integration while meeting the requirements of the program. As an accredited intermediary, we draw on our network and our in-depth knowledge of the program to deliver a personalized and secure service. We ensure that every client receives complete support in order to maximize the benefits of the QIIP, while guiding them through the transition to their new life in Canada.

Impeccable accounting is not a compliance exercise: it is the foundation of every informed wealth decision.

From our Montréal offices, we take charge of bookkeeping, the preparation of financial statements and all accounting obligations of the companies held by our clients (holding companies, operating companies or investment vehicles).

Where others treat accounting in isolation, we integrate it directly into your tax, estate and trust planning, so that every figure serves an overall strategy, in close collaboration with your external advisers.

A well-kept company is a protected company.

We provide full management of the corporate obligations of our clients’ entities and structures: drafting resolutions, maintaining books and registers, preparing official documents, tracking statutory deadlines and regulatory updates.

These formalities, often overlooked until the day they are found wanting during a transaction, a financing, an audit or a succession, demand constant rigour. We guarantee it. Our corporate law professionals ensure that every register is accurate, every decision properly documented and every structure ready to withstand the closest scrutiny.