Clermont Trust

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Clermont Trust Overview

Type
Multi Family Office
Year Founded

General Information

Clermont Trust is a multi-family office headquartered in Geneva, Switzerland. Founded in 1996 by trust professionals Jeff Margolis and Norman Epstein, the firm grew from an independent, owner-managed fiduciary business into a global platform providing wealth protection and administration across Geneva, London, Guernsey, the British Virgin Islands, Mauritius, Cyprus and the United States—advises families on cross-border fiduciary structures.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:
Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
1204, Geneva, CH, 61 rue du Rhone

Portfolio & Notable Allocations

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