Individual Services
Optimise your tax and wealth situation
Tax return
Complete preparation of your tax return in all Swiss cantons. Follow-up on corrections and objections. Support in case of tax audit. Advice for complex situations (expatriates, foreign income, real estate).
Tax optimisation
In-depth analysis of your personal tax situation. Legal tax reduction strategies. Planning of pension fund buy-backs (BVG). Optimisation of deductions (professional expenses, donations, interest).
Withholding tax
Withholding tax management for foreign residents and cross-border workers. Requests for withholding tax corrections. Transition to ordinary subsequent taxation. Advice on the Franco-Swiss double taxation treaty.
Investment advice
Analysis of your overall wealth situation. Asset allocation and diversification advice. Introduction to our wealth management partners. Support for real estate projects (Switzerland and international).
Wealth management
Estate planning and wealth transfer. Advice on trust structures and foundations. Retirement planning optimisation (pillar 3a, 3b, BVG). Support for non-residents and high-net-worth individuals.
Let's talk about your situation
Every situation is unique. Contact us for a free, confidential initial consultation.
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