Claudia Rotta

Areas of responsibility

• Comprehensive advice and counselling for international clients
• Development of strategies as well as implementation and administration of structures for asset protection, wealth preservation and succession planning purposes
• Provision of Family-Office Services for international clients
• Establishment and management of complex structures, such as trusts, foundations and corporations, etc.

Academic/professional background

• Certificate in International Trust Management, STEP
• Swiss federal diploma

Experience

• Since 2019 with Treuco
• Senior Trust Officer IAP Investment & Trust Services AG (2018-2019)
• Senior Manager and Team Leader Kendris AG (2008-2018)
• Account Manager LATAM Desk at LGT Schweizerische Treuhandgesellschaft (1998-2007)

Languages

• German
• English
• Portuguese
• Spanish