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Tax advice

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.

Our services

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Tax returns

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Early tax recovery

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Taxation of investment products

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Real estate taxation

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Cross border taxation

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Withholding tax adjustment applications

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Tax advice to individuals

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Real estate tax advice

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Investment strategies & tax adequacy

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Tax advising to shareholders & entrepreneurs

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Negotiations with tax authorities

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Representation with tax authorities

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Tax planning

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Tax planning of LPP occupational benefits

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Tax advising for estates and donations

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Swiss domiciliation and residency

Contact us

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