Tax-, Trust- & Family Office – Services
We offer you Family Office-, Trust- and Tax Services and are more than happy to advise you personally.
Tax declaration / Tax reporting
We will support you by filing your tax declaration and will represent you towards the tax authorities if required. Of course you are the one to first check the declaration, adjust and sign. Due to our extended know-how in filing Swiss tax declarations, we are sure you will profit bottom line of reduced tax bills.
Save Money, time and headache by not filing your tax declaration yourself and contact us to schedule a personal appointment.
Establishment/Foundation of a company
You have an idea and we have the time as well as the administrative know-how to help you in establishing your company.
You as an entrepreneur need full concentration and energy for the product development and the marketing. We are a reliable partner for all administrative issues arising with the foundation of a company. We will support you to prepare the certificates, deeds and bylaws. During the foundation phase we will join and represent you at the meetings with banks, notary and other authorities. Please do not hesitate to contact us for questions about establishing your new company.
Family Office Services
As a Multi-Family-Office we are your partner representing you towards the banks, any third parties and authorities. We will support you by selecting the most suitable custodian bank and negotiating the best conditions for you. Through our services in Wealth & Asset Management – Wealth Advisory we are offering you first class solutions in asset & portfolio management. The consolidated view and review of your global wealth is the key to optimize your return/yield by monitoring the risk in the total and holistic context. Through our family office services you will profit from our support in private and business matters, in inheritance & provision matters and real estate management. Furthermore our clients will experience our know-how on family office in tax as well as insurance questions and take advantage of our concierge-services.