Specialized services

Ad Astra Fiduciary SA

Ad Astra Fiduciary SA, the Group’s Swiss subsidiary, provides trust and corporate administration services, together with wealth and governance advice, to international clients and families. Authorized by FINMA, the Swiss financial regulator, since 2023, it is affiliated with a recognized supervisory organization, the Organisme de Surveillance des Instituts Financiers (OSIF). Led by a dedicated team in Lausanne, Ad Astra anchors our fiduciary expertise in Switzerland. Alongside Brightstone Trust Company in Canada, it lets us serve clients from a second jurisdiction known for its legal stability and high regulatory standards. Our clients benefit from an integrated platform across two jurisdictions, combining institutional discipline, independence and lasting personal commitment. t.

Seeing clearly into a complex estate is a rare privilege. We make it possible. 

Our consolidated financial reporting brings all of your holdings together, including registered and non-registered accounts, trusts, corporations, private investments and assets held across multiple jurisdictions, into a single, readable and rigorous view, however complex your structures. You have a complete, current and verifiable picture that supports informed and timely decisions. Our governance and monitoring reports meet the standards required by institutional investors, with transparency as the guiding principle, so you always know where your wealth stands. 

This consolidated view becomes your strategic dashboard, turning scattered information into a decision-making advantage. 

Through 1642 Assurances Inc., our insurance brokerage subsidiary, we help you put life insurance solutions in place. 

In Canada, life insurance is one of the most tax-efficient tools available. The death benefit is paid tax-free to named beneficiaries, generally bypasses the probate process, and the value built up within an exempt policy grows tax-sheltered. For high-net-worth families, these features make it far more than protection: it is a tool for preserving wealth. 

The benefit provides the liquidity to pay the tax triggered at death, when assets are presumed disposed of for tax purposes, and so avoids the forced sale of a business, a property or a portfolio. It secures the financial future of loved ones, supports an orderly and equitable transfer across generations, and offers a rare certainty: a known amount, paid when it is needed most. 

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 structured path to settling in Quebec, leading to Canadian permanent residence and, in time, Canadian citizenship. From Montreal, we support QIIP candidates through the financial steps of the process, from the investment the program requires to the financial strategies suited to their new circumstances. 

Our expertise lets us meet the needs of business families, easing their integration while ensuring the program’s requirements are met. As an accredited intermediary, we draw on our network and our in-depth knowledge of the program to provide personalized support as families move to their new life in Canada. 

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

We take charge of bookkeeping, financial statements and all accounting obligations for the companies you hold, whether holding companies, operating companies or investment companies. 

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

 well-kept company is a protected company. 

We manage the corporate obligations of the entities and structures you hold: drafting resolutions, maintaining minute books and registers, preparing official documents, and tracking statutory deadlines and regulatory changes. 

These formalities are often overlooked until a transaction, a financing, an audit or a succession exposes a gap. They demand constant rigour, and we provide it. Our corporate law professionals keep every register accurate, every decision properly documented and every structure ready to withstand close scrutiny.