Helvetic Trust Overview

General Information

Helvetic Trust is a multi-family office headquartered in Zurich, Switzerland. Founded in 2001 by entrepreneur Kaspar Grob, who redeployed proceeds from his stake in Bernauer AG and two decades in financial services, the owner-managed firm structures wealth management, asset management, family office and private equity programs for European entrepreneurial families and charitable foundations—advancing disciplined, transparent allocation strategies.