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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Fiduciary Services overview:

  • Bookkeeping
  • Coordination of Financial Management
  • Company Foundation
  • Governance Services
  • Insurance & Healthcare system management​ 
  • Executor/Estate Administration
  • Asset Management
  • Fiduciary trust services
Our professionalism will impress and convince you. ​

Useful documents: