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Alpadis Group makes acquisition

By Michael Nelson, 19 Dec 23

To enhance their taxation and succession planning capabilities

To enhance their taxation and succession planning capabilities

Alpadis Group has acquired EOS Trust and Consulting LLC for an undisclosed sum to enhance their taxation and succession planning capabilities. 

Pending approval from the Swiss Financial Market Supervisory Authority, Alpadis said that the acquisition aligns with their strategic vision to expand its footprint and enhance its service portfolio to meet the needs of an evolving landscape for their clients. 

Based in Erlenbach, Switzerland, EOS Trust and Consulting are known for their expertise in international tax consulting, domestic tax advice, relocation of natural persons, corporate administration, philanthropy and Swiss trustee services.  

To read more on this topic, visit: Exploring the complexities of global wealth management for high-net-worth clients

Elena Arlotta, trust manager and tax advisor at EOS Trust and Consulting, will join Alpadis Group as a board member of Alpadis Group Holding and director of Alpadis Trust (Switzerland).

She said: “Joining forces with Alpadis Group is a significant milestone for us. It not only elevates the level of service we can offer to our clients but also expands the horizons for our team. We look forward to contributing our expertise to Alpadis’ diversified portfolio, especially in the Italian and South American markets.”

“We are thrilled to welcome EOS Trust and Consulting to the Alpadis Group family,” commented Alain Esseiva, CEO of Alpadis.  

“The addition of Elena Arlotta and her team underscores our commitment to delivering unparalleled service quality and expertise to our clients globally. This acquisition, our fourth in Zurich, is a strategic move to consolidate our position in Switzerland, extend our geographical reach and grow our tax and succession capabilities further.” 

Tags: Expat Tax | Switzerland

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.