Asset planning, investment advice, sound professional pension planning and efficient estate planning should be prepared with good tax planning.
Specialized fiduciary services
Asset planning, investment advice, sound professional pension planning and efficient estate planning should be prepared with good tax planning. This does not mean filling out your tax return correctly. Tax optimization and quality tax advice are prepared well in advance, taking into account the specificities of everyone, your family and your wealth situation as a whole and an understanding of your life course and your projects future. Each new project can impact your overall tax situation and a detailed analysis of the evolution of your financial situation makes it possible to anticipate the tax burden and to remedy it accordingly.
Taxation is a complex field and a thorough knowledge of the legal bases makes it possible to alleviate the tax impact of your company, to reduce the tax impact of your individual income or to minimize taxation during inheritances and donations in Switzerland and internationally.
We assist you every step of the way in the management of your wealth by combining investment advice in line with your taxation and optimizing your marginal tax rate with occupational pension strategies and free pension strategies. Some life insurance offers many tax benefits and are also effective financial protection and estate planning products in the same way as private foundations and family foundations. Estate planning makes it possible for you to transfer your wealth in the most tax-effective manner to your heirs and according to your wishes.
Early tax recovery
Taxation of investment products
Real estate taxation
Cross border taxation
Withholding tax adjustment applications
Tax advice to individuals
Real estate tax advice
Investment strategies & tax adequacy
Tax advising to shareholders & entrepreneurs
Negotiations with tax authorities
Representation with tax authorities
Tax planning of LPP occupational benefits
Tax advising for estates and donations
Swiss domiciliation and residency
Contact us to start your consultation now. We would be delighted to get to know you and define the next steps in your project.
Fill out our contact form or call us at +41(0)22 566 82 45