Our skills

Audit & Accounting

We have many audit assignments and act as statutory auditors. Our qualified accountants are also in charge of many internal and special audit assignments.

 

Our team will assist our clients in the day-to-day tasks of their business, such as putting in place accounting procedures, internal control systems, key performance indicators, and the establishment of business plans and operating budgets.

 

We are also able to help our clients with salary management and social security charges.

 

Bookkeeping, closing operations and preparing the annual account statements are also part of our activity.

“We carry out audit mandates and act as auditors. Our accountants are also involved in internal and special audits.”

Stéphane Lambelet Senior executive

Tax

Swiss and international tax laws are evolving quickly and change constantly.

 

We are here to assist you with all your tax requirements. We will help you in your day-to-day tax compliance (fill in your tax return, assist and represent you in front of the Swiss authorities) and advise you on more complex issues such as reorganization of your assets, setting-up of inheritance planning structures or restructuring of your company.

 

Our experience covers all tax areas which allows us to assist our clients, their family, their friends and companies of all sizes. Our tax team is composed of multiple assets: tax experts, economists, juristsand lawyers who are able to provide you pragmatic solutions reflecting your needs and avoiding any tax risks associated with our client’s particular situation.

“Tax can be complex. We listen to our clients to help them with their projects and guide them in making good decisions.”

Julien Nardi Senior executive

Legal & Family Office

We are specialized in commercial, contractual and inheritance law. However, we are also competent to advise our clients in all other fields of law.

 

Indeed, our services are wide and include advising, setting up and managing any of our clients’ commercial projects.  

 

Our clients can also count on us to make a legal analysis of their private affairs, mainly in the areas of family law, labor law, tenant and landlord rights as well as real estate law. In this context, we supportour clients in all stages of their lives.

 

We strive to prevent disputes and, if necessary, to resolve them amicably.

 

If judiciary assistance is required, we have a high-quality network at our disposal and can refer our clients to a qualified lawyer registered with the bar.  

 

In today’s ever-changing environment, we are here to assist our clients in finding customized solutions which will fulfill their specific needs and in providing long term support in the administration of their family wealth.

 

Our experience and expertise in the areas of legal, tax, estate planning and accounting enable us to be a hub of knowledge designed to support ultra-high net worth clients with complex requirements. Our raison d’être is to deliver a high level of personal services and develop long standing relationships with both the families and their external advisors.

 

We provide a wide range of services which include estate management, special asset management, advice and support in relation to trusts, accounting services, relocation services as well as legal and tax support.

 

Our team comprises a specialised skill base of qualified accountants, tax advisors and legal staff.

“We always offer personalized services to our clients and act to develop a long-term relationship with them, their families and their advisors.”

Alexandra Richoz Senior executive

Our expert team

Our team of specialised and experienced staff will assist you in the following areas: accounting, audit, tax, financial, legal and family office.

Meet our collaborators