JB
Julia Bialek
Associate Wealth Planner at Cisa Trust
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Work Experience
Associate Wealth Planner
Sep 2019 - Present · 5 years and 3 months
my chile
Consultant
Apr 2016 - Jul 2016 · 3 months
Assistant Manager
Aug 2014 - Jun 2015 · 10 months
Company Details
11-50 Employees
CISA Trust has been owned and managed by the same family since it was founded in Geneva, Switzerland in 1972, with the objective of providing high quality fiduciary services to wealthy families. Since then, the firm has expanded its operations and has become a true reference in the estate planning arena, serving families internationally. CISA Trust has been recognized as a highly recommended trust company by Chambers High Net Worth 2021 in the three jurisdictions where it operates.
Year Founded
1972
Social Media
Linkedin
Industry
Financial Services, Economic development consultants, Services to businesses, Business Services, Economic estimate and contingency study consultants, Trust companies, Project management services, Finanzdienstleistungen für Unternehmen
HQ Location
Rue du Rhône 65 Geneva, GE 1204, CH
Keywords
estate planningtrustsuccession planningwealth planningcompany managementfiduciary services
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