Our Team
Global Professional Expertise.
Exceptional Outcomes.
Our team of highly qualified professionals comprises industry-leading advisers and legal counsel with diverse experience gained at leading law firms, investment banks, family offices and professional trustee firms, enabling us to safeguard our clients’ wealth while addressing complex situations from a multidimensional perspective.
Meet The Team
Driven, Relentless, and Hands-on Team
Every member of our team is represented within the same structure — click any portrait to read their profile.
Team Structure
The Right Experts, in the Right Place.
We are structured into teams according to areas of expertise. Each relationship is supported by professionals from the relevant teams; however, for any communication or need, the principal contact may liaise directly with the Trust Team Manager, who oversees the relationship and coordinates support across all requirements.
This structure ensures the highest level of data confidentiality, as we do not rely on external professionals for compliance or IT matters. It also enables us to build long-lasting, trust-based relationships with our clients, further strengthened by the low staff turnover within our teams.
Trust Team
Our team comprises mid- to senior-level TEP-qualified professionals with expertise in legal, banking, and tax matters. Each relationship is assigned a dedicated contact within the trust team, providing continuous support throughout every stage of the relationship.
Risk & Compliance
Our in-house senior compliance strategists ensure regulatory oversight across all client mandates, in compliance with the evolving FINMA framework, Anti-Money Laundering (AML) requirements, and cross-border reporting obligations.
IT & Financial Controlling
Our specialists ensure that IT and financial controlling systems, data-sensitive operations, trust accounting and financial control are securely managed, monitored and verified, including encryption keys and software source code, in compliance with regulatory requirements.
Metrika AG
Through our sister company Metrika AG, we provide comprehensive support to Swiss companies and individuals. Metrika brings together a team of fiduciary experts and accountants, with offices in Zurich, Lugano and Altdorf.
Languages
Fluent in Trust
And in 12 Languages
For global families, being truly understood goes beyond legal expertise. Our team communicates fluently across cultures, languages, and jurisdictions — ensuring nothing is lost in translation when it matters most.
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Our Memberships & Certificates
Continuous Learning:
The Key to Professional Excellence
Capital Trustees is affiliated with numerous professional associations; its professionals are also members of various industry organisations and have received international recognition.
These affiliations reflect our commitment to excellence and quality across all our services and are supported by continuous professional development, ensuring that we consistently deliver services of the highest professional standards.
Our professionals are members of the following prominent professional associations:
Society of Trust and Estate Practitioners
A leading global professional body for practitioners specialising in trusts, estates, and inheritance planning, dedicated to promoting best practice in wealth structuring and succession matters.
Institute of Chartered Accountants in England and Wales
One of the world's leading professional accountancy bodies, responsible for awarding the Chartered Accountant qualification and setting high standards in ethics and professional practice.
International Fiscal Association
A leading international organisation dedicated to the study and advancement of international and comparative law in the field of public finance, with a particular focus on tax law and the financial and economic aspects of taxation.
International Bar Association
The global organisation for the legal profession, bringing together leading lawyers and law firms to promote the worldwide exchange of legal knowledge.
International Association of Young Lawyers
An international association dedicated to lawyers and in-house counsel, fostering professional development, academic exchange and international networking within the legal community.
A network built on recognised global standards.
International Recognitions
Giuseppe Macaluso, Filippo Turato and Francesco Giorcelli ranked in the global guide to leading private wealth advisers and firms.
Andrea Baroni and Filippo Turato peer-nominated for expert, client-focused service across multiple jurisdictions.