This is only an excerpt from the essential contents of the Code of Conduct of the Private Trusting Association. The complete Code of Conduct in the respective applicable version remains binding for the members.
The client in the center
Clients and their desires are at the center of thinking and actions of Private Trusting e.V association members. They benefit from excellent service and all knowledge, all experience and network of members. The association consistently protects the client’s interests. Therefore, esteem and loyalty as the basis for a trusting cooperation are always guaranteed.
Best possible asset protection
All members of the association have an excellent reputation, prove their financial stability annually and deposit a security deposit. Cost transparency is the basis
of trust for the association. The clients of the association members usually release invoices for payment.
Legally in good order and secure
Compliance with legal regulations as well as national and international regulations through the association members is always guaranteed. They are well insured and subordinated to national regulators. In the case of substantiated objections by clients, the association has the right at any time to carry out an inspection itself or by a third party. It also runs an internal arbitration board.
A practical example
You are a client of a member of the association of Private Trusting e.V.
One of your descendants would like to study abroad and move to that country.
At such a big step in the life of a young person and a family it is usual that a series of questions arise:
- Is it possible for the descendant to study at the desired university?
- What are the requirements for enrollment?
- What are the requirements for obtaining a residence permit?
- How is the tax situation in the target country?
- How does the descendant find a suitable accommodation and what are the annual costs?
- How does my stay abroad affect my retirement provision?
- List not exhaustive
The network partners of the Private Trusting association are happy to assist their clients with the necessary family office services and in this way considerably simplify the journey abroad.
A summary
- Security through trust, discretion, international standards and latest technology
- Profitability through a fair price-performance ratio, premium services, growth and asset protection
- Image through a highly regarded, cosmopolitan, ethical and client interests committed network with long-term, stable partnerships
- Positive difference through fast, pragmatic, innovative and creative acting as well as openness to new things
The association Private Trusting embodies real values with a new generation of trusting services. This gives every client security and certainty in the implementation and realization of their individual goals.
A conclusion
The previous comments show the benefi t for the client, from which, of course, the members of the association, the network partners, also benefi t. Private Trusting e.V. as a strong, positive and unique brand helps them
- to convince new clients to grow and increase their profi tability.
- to increase their image as an internationally operating and networked, ethical and moral service provider.
- to differentiate in the competition.
- to participate in a worldwide know-how transfer.
- to reduce their costs through special conditions for insurance and the like.
- to professionalize their marketing by gaining access to an exclusive brand and theirs.