Clermont Trust
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...

Clermont Trust
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.
General information
Firm type
Multi Family Office
Year founded
1996
AUM
—
Location
Region
Europe
Country
—
City
Geneva
Corporate office
1204, Geneva, CH, 61 rue du Rhone
Frequently asked questions
What is Clermont Trust?
Clermont Trust is a multi family office headquartered in Geneva.
When was Clermont Trust founded?
Clermont Trust was founded in 1996.
Where is Clermont Trust headquartered?
Clermont Trust is headquartered in Geneva, in the Europe region.
How many professionals work at Clermont Trust?
Altss tracks approximately 95 professionals associated with Clermont Trust.
What does Altss track for Clermont Trust?
Altss maintains an OSINT-verified profile of Clermont Trust covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Clermont Trust's website?
Clermont Trust's public website is www.clermonttrust.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Clermont Trust?
Clermont Trust is classified by Altss as a Multi Family Office within the Europe region.
How does Altss source intelligence on Clermont Trust?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Clermont Trust?
Clermont Trust's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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