As a business owner, you are working in an increasingly complex setting. You are aware that your future and long-term success are dependent upon your direction and the right use of the available resources, but also on your ability to adapt to the constantly changing environment.

As a private individual, your independence and long-term perspective are important to you. You expect security, continuity and trust in order to feel comfortable accepting long-term advice and support on matters relating to your assets and taxes..

What you can expect from us:

CFO services
  • Accounts and financial statements in accordance with the Swiss Code of Obligations (OR) as well as Swiss GAAP FER and IFRS
  • Reporting and controlling
  • Budgeting and financial planning
  • Treasury and risk management
  • Securities accounting, securities controlling
  • Group accounting and controlling of investments and holdings
  • Support with acquisition and sale of companies (due diligence)
  • Company valuations, expert reports, court-ordered reports
  • Part-time or interim support


CFO services can be provided on a recurring or one-off basis. Services can be provided at your premises or from our offices.

HR services and payroll services
  • Payroll accounting and administration (incl. executive pay)
  • Statements for social insurance schemes (incl. short-time work)
  • Withholding tax statements (by canton)
  • Social insurance consulting (compulsory and voluntary social insurance schemes)
  • Coordination and dialogue with public authorities and (social) insurance funds
  • Obtaining permits for foreign workers and companies (cross-border commuters)
  • Registering and handling “ANobAG” workers (employees with employers not liable for contributions in Switzerland)
  • Clarifying which social insurance scheme is applicable, in particular in the international context (secondments, EU Directives, social insurance agreements)
  • Recruiting executives & specialists 
  • Part-time or interim support


HR services and payroll services are in demand for small and medium-sized enterprises (SMEs), doctors/dentists/surgeries as well as for internationally operating larger businesses (e.g. European headquarters), in many cases in combination with CFO services.

Tax consulting and legal advice
  • Tax returns for natural and legal persons
  • Value-added tax (VAT) returns
  • VAT fiscal representation for foreign companies with operations in Switzerland
  • Tax planning and advice
  • Support with restructuring exercises and reorganizations
  • Preparation and review of contracts
  • Clarifications and negotiations with tax authorities (tax rulings)
  • Representation during supplementary and penalty tax proceedings
  • Disclosure of previously untaxed income and assets (non-punishable voluntary disclosure)
  • Cantonal and cross-border tax and tax sharing matters
Succession and estate planning
  • Succession planning (incl. legal and tax implications)
  • Structuring of assets
  • Financial planning
  • Contingency planning (incl. advance directives and living wills) & preventive check-ups
  • Inheritance advice
  • Execution of wills and estate administration
Management and administrative functions
  • Family Office
  • Acting as board member and trustee
  • Secretariat and domicile for foundations
  • Interim management
  • Establishment, management and liquidation of companies
  • Support in negotiations with public authorities and banks
  • Support and assumption of compliance functions for financial intermediaries and asset managers (incl. Swiss Money Laundering Act (GwG), Financial Services Act (FIDLEG), Financial Institutions Act (FINIG))

In cases where we undertake several services, such as accounting and tax consulting, synergies often arise, as we have a lean organization with experienced employees.

This is ensured by our continuous pursuit of high quality, as well as our flexibility, efficiency and customer focus combined with our extensive experience.