Administrative and financial management, formalities and follow-up, supervised by the Geneva Adult and Child Protection Court
Your mother no longer opens her mail, a relative is piling up unpaid bills, or you feel that your own affairs are becoming too much to handle. These situations often arrive without warning. A deputyship (curatelle in Swiss law, sometimes translated as guardianship or curatorship) protects the person concerned without taking away more independence than necessary.
Family Office Geneva offers its services as a private deputy in Geneva. Banks, insurers, taxes, paperwork: this is the daily work of our family office in Geneva. We put this expertise at the service of the protected person, discreetly and strictly within the framework set by the court.
One important point: a deputy is not hired like a service provider. It is the Geneva Adult and Child Protection Court (TPAE) that decides on the measure and appoints an individual who is fit for the task. We explain how to propose someone and what the court expects.
The tasks always depend on the mandate set by the TPAE.
Paying bills, monitoring accounts, taxes, insurance, pensions: we keep the budget under control and make sure the protected person has the money they need for daily life. Assets are managed with care, and accounts are kept regularly and submitted to the TPAE.
Where the mandate provides for it, the deputy acts as the person’s legal representative with banks, insurers, public authorities and care institutions. The deputy replies on their behalf, signs what needs signing and follows each file through to the end. Relatives no longer have to chase every counter.
A deputy does more than manage paperwork. The deputy keeps the person concerned informed, takes their wishes into account and makes sure they keep as much independence as possible. We also stay in touch with the family, respecting what the person wishes to share.
Contact us using this form or by phone: we will call you back quickly to discuss your needs.
The Swiss Civil Code provides for a deputyship when an adult is partly or wholly unable to look after their own interests because of a mental disability, a mental disorder or another similar weakness. It can also be established in the event of a temporary loss of capacity of judgement or an absence, if matters have to be dealt with and no representative has been appointed.
In practice, it comes up when a person can no longer manage their everyday affairs and help from relatives or from private and public services is no longer enough. The burden the situation places on the family also counts. The measure remains limited to the areas where it is needed: the TPAE always chooses the least restrictive option possible.
There is not just one deputyship but four types, adapted to each person’s real needs. The first three can be combined.
In Geneva, the TPAE can appoint a relative, a professional private deputy such as a lawyer, an accountant or a social worker, or a deputy from the Adult Protection Office (OPAd). Joint deputyship is also possible, with a professional for the financial side and a relative for the social side.
If the person concerned proposes a deputy, the TPAE accepts on three conditions: that person agrees, has the necessary skills and knowledge, and is in a sound financial position. The family’s wishes are taken into account as far as possible. A private deputy is particularly useful when no relative can take on the role, or when the assets require ongoing management.
If a person is in immediate danger, do not send a letter: call 117.
Remuneration is set by a cantonal regulation. A non-professional relative normally acts free of charge, unless the protected person’s financial situation allows the TPAE to decide otherwise. The remuneration of a professional private deputy is taken from the assets of the person concerned and set by the TPAE on the basis of a detailed statement.
The hourly rate depends on the profession. For day-to-day management, it is for example 120 francs for a fiduciary and 200 francs for a notary. Depending on the circumstances, a different rate may apply. The TPAE can also charge the remuneration to the State of Geneva when there is a reason not to appoint an official deputy.
Official documents (in French):