Meet Swiss trust advisers
Head of Trust and Corporate Services
Francesco has more than 20 years’ experience in wealth planning, providing tax and legal advice to individuals and families on wealth structuring and estate planning for their personal and business assets.
His work experience started in Milan and then developed in boutique trust companies based in UK, Ireland, Malta and Switzerland where he acted as senior executive.
He is Full Member of the Society of Trust and Estate Practitioners (STEP) since 2010 and Board member of STEP Lugano Branch since 2012 where he served as Chairman from 2013 up to 2018.
Francesco holds a Bachelor Degree in Law from University of Milan and a Master in Tax Law from the Business School of The 24 ORE Group, a leading Italian multimedia publishing group.
Khaled Rezaie is a private and corporate client advisor with a focus on family office services who has an in-depth knowledge of international trust and corporate solutions.
He is primarily specialized in complex cross-border holding, financing and other estate planning structures for Ultra High Net Worth Individuals (UHNWI). With more than a decade of solid experience in the financial services industry combined with a broad network, he possesses a strong expertise in the search for tailor-made solutions for private families and corporations.
Giuseppe has more than 30 years’ experience in the set-up, administration and management of complex international structures.
He started his career in a Big Four company in Milan. He spent more than 5 years in a renowned Italian holding company of a leading industrial group with senior executive appointments. Prior to joining Capital Trustees AG he served for more than 10 years as CEO of a single family office based in Switzerland.
He is member of the Association of International Accountant (AIA) and of the Institute of Chartered Accountants in England and Wales (ICAEW). He is also Full Member of the Society of Trust and Estate Practitioners (STEP).
Giuseppe holds a Bachelor Degree in Business Administration from University “L. Bocconi”, Milan (Italy).
Gordana Tisljar is an experienced and successful private client advisor specializing in management of complex international structures for UHNWI, Succession and Estate Planning as well as Trustee and Directorship with a strong focus on Latin-American region.
With over 19 years of experience in the financial service industry, Gordana has a profound knowledge of international fiduciary and banking services and provides comprehensive wealth planning solutions for the clients in an increasing regulatory environment. She has an extensive network in the trust and banking industry and builds durable relationships with business partners and clients.