Carey Group l Relocation Services (E)

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1 Carey Group l Relocation (E)

2 Carey Group provides relocation services and packages for various needs. Our business philosophy is based on an efficient combination of: Competence Connections, and Trust The specific complexity of relocation issues can only be solved through an integrated approach to each case. We offer time and cost efficient service packages and modules with transparent fee structures, taking advantage of in-house resources aimed at satisfying the relocation needs of: Individuals Families Groups and Teams Carey Group also offers relocation solutions for: Corporate entities Wealth/Assets Carey Group has offices in Zürich and Geneva with specialized staff. We can therefore satisfy all your relocation needs in any location in all areas of Switzerland. Competence within the organisation and having the right connections to supply and integrate first class third party services are fundamental to providing complete and efficient relocation packages

3 When contacting us for the first time we thoroughly discuss your needs and your visions with the help of check lists. We then fix the parameters for your relocation package which may include: All services related to a basic relocation package Further services related to a broader relocation package Fees Further specialized services aimed at solving more complex relocation issues including real estate acquisition and long term counselling and care, leading eventually to the possibility of establishing a Family Office, Foundation, Trust, or a similar type of organization. Regarding our fee structure we believe in transparency. We provide several service modules with fixed fees for various relocation packages depending on the complexity of each case. These modules are available for relocation packages covering the needs of Individuals, Families or whole Groups and Teams. Relocation issues concerning Companies, Trusts and similar structures, as well as Wealth and Asset relocations will be handled by our in-house experts. For further information you may contact: Zürich Office: Responsible: Rudolf Kaufman T.: +41 (0) Rudolf.kaufman@careygroup.ch Trust is the basis of a relationship and results by thoroughly identifying the needs and problems together with the client through openly providing all necessary information during the initial processes Geneva Office: Responsible: Glenn Mellor T : +41 (0) For relocation issues regarding Companies, Trusts and similar structures please contact Rudolf Kaufmann in our Zürich Offices.

4 Carey Group is an international financial services company employing over 150 staff and operating out of key European locations. Our heritage dates back to 1968 when we established Carey Trustees Limited, one of the longest established independent trust companies in Guernsey. We establish and support structures for commercial, private, pensions and benefits clients, providing proactive management services, administration and accounting. Our multi-lingual staff provide multi-jurisdictional solutions using common and civil law expertise to international corporate and private clients. We ensure all activities are carried out effectively, efficiently and with high quality. We are affiliated to Carey Olsen, the largest law practice in the Channel Islands. However, as an independent group of companies we are able to work with our client s choice of professional advisers such as asset managers, accountants, tax consultants, bankers and lawyers. Our Group : Trust Corporate Family Office Escrow Agent Investment Fund M&A Transactional Relocation for Real Estate Administration Accounting

5 Document title here Contacts Carey Group T: +44 (0) F: +44 (0) E: PO Box 285 1st and 2nd Floors Elizabeth House Les Ruettes Brayes St Peter Port Guernsey, GY1 4LX To view the current Carey Group office contacts in detail with senior director profiles, please click the links below (requires web access). Group Contacts Meet The Team by individual office location director profiles and locations The information contained herein is a general summary and does not constitute professional tax, investment or legal advice and should not be relied upon. No responsibility is accepted for any errors contained in this information sheet which should not be circulated where such circulation would be an infringement of local laws or regulation.

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