Company Information

Get to know Carey AG - Multi-Family Office & FINMA licensed Trustee

Founded in 2011, Carey AG is an independent, FINMA-licensed multi-family office and trustee located in Zurich. The company specializes in providing comprehensive wealth management and advisory services to high-net-worth entrepreneurial families. Its mission is to preserve and grow family wealth across generations by offering services such as strategic asset allocation, consolidated reporting, risk management, family governance, and succession planning. Carey AG operates with a focus on independence, transparency, and long-term partnerships, acting solely in the interest of its clients.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Carey AG - Multi-Family Office & FINMA licensed Trustee

Switzerland

Founded in

2003 (23 Years)

Founded

Last online: No recent activity

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Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.