We take care of your wealth planning

We provide global wealth planning tax services and carry out tax-efficient strategies for our customers.

Customers domiciled in Switzerland

For customers in Switzerland, we will offer the following services:

  •      > Tax status analysis and proposals for tax optimization
  • > Identification of possible tax savings through pension planning
  • > Tax optimization for real estate projects
  • > Establishing the tax aspects of estate settlement
  • > Preparing Swiss tax returns
  • > Preparing tax statements
  • > Preparing refund applications for Swiss or foreign tax payments withheld at source
  • > Negotiation with tax authorities

Customers domiciled outside of Switzerland

We offer customers domiciled outside of Switzerland the following services:

> Annual statement of capital income and capital gains for your tax return, including an annual income summary with the necessary tax information.

> Preparing refund applications for foreign tax payments withheld at source.