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This site is educational and informational in nature. It does not constitute investment advice, an offer to sell, a solicitation to buy, or a recommendation of any financial instrument or investment strategy. Bordier & Cie does not provide investment, tax, legal, or financial advice through this publication; readers should consult qualified financial advisers, tax professionals, estate planners, and legal counsel in their respective jurisdictions before making any decision based on the content herein. Past performance is not indicative of future results. Market returns, investment strategies, and wealth transfer outcomes vary significantly based on individual circumstances, macroeconomic conditions, regulatory changes, tax laws, and personal decisions. The historical data, case studies, and examples cited on this site are illustrative only and do not guarantee similar outcomes for any reader or family. Bordier & Cie makes no representation or warranty regarding the accuracy, completeness, or suitability of any information contained on this site. All statements, data, and recommendations are made in good faith based on sources believed to be reliable as of the publication date. Bordier & Cie disclaims all liability for errors, omissions, or inaccuracies, whether caused by source material, third-party data providers, or otherwise. The Continuity Compact framework is a conceptual guide to multi-generational wealth governance and does not represent a standardised legal, tax, or financial model. Families and individuals must tailor governance structures, communication protocols, succession plans, and asset protection strategies to their specific circumstances, family dynamics, tax residency, domicile, and jurisdictional requirements. Bordier & Cie makes no representation that the framework will achieve any particular outcome, including successful wealth transfer, family harmony, or asset preservation. Regulatory status and authorisation. Bordier & Cie operates under the supervision of the Swiss Financial Market Supervisory Authority (FINMA) and holds the status of a bank under Swiss law. The firm operates as a Société en Commandite par Actions (SCmA) under Swiss banking law, with managing partners carrying unlimited personal liability for the firm’s obligations. Bordier & Cie operates across multiple jurisdictions. Regulatory status and licensing are as follows.
  • Switzerland. Authorised as a bank by FINMA (Swiss Financial Market Supervisory Authority).
  • United Kingdom. Authorised and regulated by the Financial Conduct Authority (FCA); services provided by Bordier & Cie (UK) PLC.
  • Singapore. Bordier & Cie (Singapore) Ltd is regulated by the Monetary Authority of Singapore.
  • France. Operates through regulated offices in France; operations subject to French financial regulation and oversight.
  • Uruguay. Operations subject to Uruguayan financial regulation and oversight.
  • Turks and Caicos Islands. Operations subject to Turks and Caicos Islands regulatory framework.
Readers are advised to confirm the regulatory status and authorisation of Bordier & Cie in their own jurisdiction before engaging with the firm. Regulatory requirements, tax treatment, and fiduciary standards vary materially between jurisdictions, and this site does not address all local regulatory or tax obligations. This site is not an offer of financial services in any jurisdiction where Bordier & Cie is not licensed to provide them. Readers should verify that Bordier & Cie is authorised to offer services in their jurisdiction before seeking engagement. Wealth transfer and succession planning involve significant tax, legal, and financial implications that are jurisdiction-specific. Readers are strongly advised to consult qualified tax advisers, estate planning attorneys, and financial professionals in their own jurisdiction before implementing any succession strategy or governance framework described herein. Tax laws governing inheritance, trusts, family structures, and cross-border wealth transfer are complex and subject to frequent change. Data and sources. The statistics, research findings, and data cited on this site derive from third-party sources including academic research, industry surveys, regulatory reports, and published analyses. While efforts have been made to verify the accuracy of these sources, Bordier & Cie does not independently audit or verify all external data. Readers should independently evaluate the reliability, methodology, and applicability of any cited study or statistic to their specific circumstances. Non-reliance. Nothing on this site constitutes a representation or warranty that Bordier & Cie will provide any particular service, enter into any engagement, or achieve any specific result. Bordier & Cie reserves the right to accept or decline engagement with any prospective client in its sole discretion. Limitation of liability. To the fullest extent permitted by applicable law, Bordier & Cie shall not be liable for any direct, indirect, incidental, special, or consequential damages arising from or in connection with the use of or reliance on this site, including but not limited to loss of revenue, loss of profits, loss of business opportunity, or damages to personal finances or family relationships. Compliance review. This site is intended for publication on bordier.com and is subject to review by Bordier & Cie’s compliance department before being made publicly available. Readers accessing a draft version should be aware that content, citations, and sourcing may be subject to revision. Language and translation. Where this site has been translated into languages other than the original, the original English version constitutes the controlling document. In the event of any discrepancy between a translated version and the English original, the English version shall prevail. No offer of employment or services. This site does not constitute an offer of employment, engagement, partnership, or any other commercial arrangement. Any engagement with Bordier & Cie shall be governed by separate written agreements executed by authorised representatives of the firm and the prospective client. The legal and compliance notices Bordier & Cie publishes at bordier.com govern this site as well. The bank’s general statement reads:
The content of this internet site is purely informative, and is not aimed at promoting the services of Bordier & Cie. It is intended to widen awareness of the bank’s reputation. No information appearing on this site shall be deemed as an offer for services or products, in particular bank products, from Bordier & Cie, nor as an offer or the solicitation for a purchase or sale of securities or of any other investment product. The bank does not offer any online services or benefits on this site. Nothing on this site shall be deemed as a public call nor selling, whatever its form, qualification or denomination nor shall it be construed as a proactive behaviour from Bordier & Cie towards third parties.
Each entity publishes its own notices, and the ones that apply to a reader are the ones for the entity that serves them. The full set, covering every entity in the group, is at Legal and compliance. The notices for the two entities this site describes are: © 2026 Bordier. All rights reserved.