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About Carey AG (Zurich) - Carey Group

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<strong>Carey</strong> <strong>AG</strong>Corporate Presentation


<strong>Carey</strong> <strong>Group</strong> Office LocationsAlderneyCyprusGuernseyLuxembourgMonacoGenevaUnited Kingdom<strong>Zurich</strong>


<strong>About</strong> <strong>Carey</strong> <strong>AG</strong> (<strong>Zurich</strong>)<strong>Carey</strong> <strong>AG</strong> (<strong>Zurich</strong>) focus areas<strong>Carey</strong> <strong>AG</strong>, the <strong>Zurich</strong>-based subsidiary of <strong>Carey</strong> <strong>Group</strong>,focuses on services and solutions for both commercialclients and private clients and their families.Founded in 2003, <strong>Carey</strong> <strong>AG</strong> has established an excellentreputation as a discreet and reliable partner and serviceprovider both in the setup and administration of corporatestructures, as well as in private estate planning andmanagement.<strong>Carey</strong>’s broad international experience, coupled with Swissefficiency and discretion, has resulted in an internationallydiversified and very loyal client base. We often act as thelink between the client and their other international serviceproviders, facilitating a more efficient result.Our clients are confident in the quality of the servicesprovided, as exhibited by relationships that have been inexistence for many years.company, trust and foundation servicesaccounting serviceswealth planning servicesfamily office servicesfund administration servicesadministration of real assetsM&A and escrow servicesrelocation services


Company, Trust and Foundation Services<strong>Carey</strong> <strong>AG</strong> provides administration, management and corporatetrustee services for all types of legal entities, both on and off-shore.For example, <strong>Carey</strong> regularly establishes and then managescompanies, foundations and trusts, either on a standalone basis,or perhaps as part of a multiple entity cross-border structure.<strong>Carey</strong> also creates and manages structured finance and holdingvehicles for institutional, as well as private clients and their families.incorporation servicesadministrations servicesdirector / trustee servicessecretarial servicesaccounting servicesoffice servicesCFO/COO servicespayroll services


M&A and Escrow Services<strong>Carey</strong> <strong>AG</strong> provides specialized M&A services to a wide rangeof corporate and private equity clients.Our M&A team consist of highly experienced internationalprofessionals who can provide, either alone or with externalproviders, the much needed advice to complete successfullya transaction.We work with clients from all areas of business, includingowner-managed family companies, private equity houses andmultinationals. Our global, integrated transaction approachcombines insight and innovation from multiple disciplines withbusiness and industry knowledge to help our clients completetheir transactions efficiently and successfully.M&A servicesescrow servicestransaction servicesaccountancy servicesconsolidated wealth reportingoutsourced CFO/COO servicesadministration services


Meet the <strong>Carey</strong> <strong>Group</strong> Team


<strong>Group</strong> Contacts<strong>Zurich</strong>GenevaGuernseyCyprusFor initial enquiriesplease contactSteven R. Philipp, CFAManaging Director / <strong>Carey</strong> <strong>AG</strong>+41 (0) 43 499 1144 (main)+41 (0) 43 499 1150 (direct)+41 (0) 79 101 8006 (CH mob.)+44 (0) 7771 548 422 (UK mob.)steven.philipp@careygroup.ch<strong>Carey</strong> <strong>AG</strong>Alderstrasse 49PO Box 205CH-8034 <strong>Zurich</strong>SwitzerlandT: +41 (0) 43 499 1144F: +41 (0) 43 499 1155E: info@careygroup.chMonaco<strong>Carey</strong> S.A.M.24 Boulevard PrincesseCharlotteMC 98000MonacoT: +377 (0) 97 77 28 60F: +377 (0) 97 77 34 53E: info@careygroup.gg<strong>Carey</strong> Nova SARue Pierre Fatio 15PO Box 3475CH-1211 GenevaSwitzerlandT: +41 (0) 22 718 75 80F: +41 (0) 22 718 75 89E: info@careygroup.ggLuxembourg<strong>Carey</strong> SA19, rue Eugène RuppertL-2453LuxembourgT: + 352 266 448 1F: + 352 266 448 48E: info@careygroup.gg<strong>Carey</strong> <strong>Group</strong>PO Box 285Elizabeth HouseLes Ruettes BrayesSt Peter PortGY1 4LX GuernseyT: +44 (0)1481 700300F: +44 (0)1481 711220E: info@careygroup.ggUnited Kingdom43 Shenley PavilionsChalkdell DriveShenley WoodMilton KeynesMK5 6LT: +44 (0) 1908 336010E: enquiries@careypension.co.uk<strong>Carey</strong> <strong>Group</strong> (Cyprus) Ltd.Themistokli Dervi 48Centennial BuildingOffice 703, CY-1066Nicosia, CyprusT: + 357 22 45 25 25F: + 357 22 37 49 25E: info@careygroup.ggAlderney<strong>Carey</strong> Administration Ltd.Millennium HouseOllivier StreetSt AnneGY9 3TD AlderneyT: +44 (0)1481 824727F: +44 (0)1481 823963E: info@careygroup.gg

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