Private wealth support shaped around your next move

Helvara Trust helps individuals, families, and business owners protect capital, simplify complex decisions, and move forward with confidence through disciplined, relationship-led support.

our expertise

Private services built around clarity, discretion, and continuity.

Our savings, investment, and liquidity services combine high-touch support with modern digital access, giving clients a simpler way to manage day-to-day needs and long-term priorities.

Economy Checking:

This is your essential checking account and is perfect for managing everyday finances..

Opening balance $100

Maintenance fee $0

Minimum balance required $0

Benefits of NOW Checking:

This account lets you earn interest while enjoying all of the benefits you come to expect from a great checking account.

Opening balance $1,000

Monthly maintenance fee $15

Minimum balance required to avoid a fee $1,000

Benefits of our risk:

This interest checking account can be very rewarding and offers a starter box of checks.

Opening balance $2,000

Monthly maintenance fee $25

Minimum balance required to avoid a fee $2,000

Benefits of our investment:

Helvara Trust investment accounts combine flexibility with steady growth. Enjoy competitive interest rates, easy access to your funds, and the convenience of check-writing capabilities. It’s the perfect solution for building your savings, preparing for life’s emergencies, or setting aside funds for future goals and special purchases.

expert investment management

Social Security and Pension Optimization

business financial planning

Financial Insights

Fascinating facts that expand your financial perspective

Discover intriguing insights into the world of finance. From historic milestones to modern innovations, explore how global trends continue to shape the way individuals and businesses manage, invest, and grow their wealth with Helvara Trust.

The number of publicly traded companies

12k+

The percentage of financial advisors

80%

The number of credit cards in circulation

31k+

The percentage of clients who believe that improving financial literacy is essential for long-term financial wellbeing

90%

Swiss private wealth discipline with client support across Switzerland and the United States

Take control of your financial future today!

We’ve made it easy for Helvara Trust employees to harness their creativity, bring their ideas to life, and solve customer and colleague problems.

customer support hub

Everything you need to know about working with Helvara Trust

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