Fiduciary Services

Day-to-Day Financial Support for Business and Families

Bookkeeping

​We manage your complete bookkeeping including tax-optimized annual financial statements, carefully and with due diligence.
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• Accounting (setup, implementation and controlling) 
• Monthly, quarter and annual closings, incl. financial statement 
• Tax preparation
• Accounts receivable and payable
• Payroll / Human Resources / Social Insurance
• Asset Management 
• Monetary transactions
• VAT calculation 
• Budgeting 

Company Foundation

Do you think about to start your own business? We are happy to support you with any organizational or administrative matters.
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• Registered office and domiciliary services  
• Advice about the suitable legal form and check of company name 
• Preparing the registry in commercial register 
• Preparing of documentation for certification, registrations, also applying for on your behalf
• VAT registration and procuring all necessary​ insurances 
• Tax representation
• Support to obtain necessary approvals and permissions 

Governance Services

Did you establish a business in Switzerland and need a supervisory board now? We can act as such. We offer a broad range of corporate governance services:

• Acceptance and performance of management mandates as a member of the board of directors, professional trustee, or protector​
• Secretarial and management services to the board of directors, including proper minutes-taking
• Fiduciary trust services, including special needs
• Registered office and domiciliary services  

​You can benefit from our expertise, international network and established partnerships, but also from good connections with the local authorities. 

Insurance & Healthcare System Management

It does not hit everyone. But it can happen to anyone. We could all be affected by a serious accident, a heart attack, a sudden illness, and lose our ability for judgment from one moment to the other. Have you thought about what happens then?

A protective provision gives you the right to choose one or more confidants who will take care of your interests in pre-defined daily lives matters, if you yourself are not able any longer, or if you prefer to delegate such matters, e.g.:

• Supervise medical care, insurance benefits and disability benefits
• Provide property and personal care management, e.g. food, clothing, transportation, recreation
• Manage home care and housekeeping services

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Our Fiduciary Services:

• Bookkeeping
• Coordination of Financial Management

• Company Foundation
• Governance Services
• Insurance & Healthcare system guidance and management​ 
• Executor/Estate Administration
• Asset Management
• Fiduciary trust services

Our professionalism will impress and convince you!​

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