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.