Service catalog
Full-spectrum fiduciary and advisory.
We cover the full spectrum of fiduciary and advisory work. Each mandate is handled with the same standard of care — whether the scope is narrow or wide.
Accounting & Reporting
Financial accounting, annual statements and consolidated reporting — structured for decision-making and compliant with Swiss CO.
Tax Advisory
Corporate and individual tax planning, optimisation and compliance for Swiss and cross-border situations.
Company Formation
Incorporation of Swiss AG and GmbH, registered office services and ongoing domiciliation.
Payroll
Full payroll administration, social insurance declarations and salary statements, handled with precision.
Trusts & Estates
Structuring, administration and advisory for estates, foundations and succession planning.
Compliance & Regulatory
AML, KYC, internal controls and regulatory reporting support for Swiss entities.
CFO as a Service
Part-time CFO mandate for growing companies. Financial strategy, investor reporting and treasury management.
Real Estate Advisory
Property portfolio management, real estate structuring and transactional advisory — for private owners, families and corporate investors navigating a market in constant motion.
Liquidation & Restructuring
Orderly winding-down mandates, corporate restructuring and lifecycle management — handled with the same care as any active engagement.
Statutory Audit
Eingeschränkte Revision for Swiss companies subject to statutory audit obligations — conducted by our RAB-licensed audit experts with precision and independence.
How we engage
We do not take on mandates by default. Each engagement begins with a conversation — to understand the scope, establish the fit, and agree on what a long-term working relationship should look like. We work with a limited number of clients. That is a commitment, not a constraint.
Looking for a reliable fiduciary partner? We are happy to explore how we can support you.
Get in touch