What to expect from us
Discretion, transparency and trust are important prerequisites for long-term client relationships. Our tax experts live these values.
Originally founded in Switzerland, we have been able to expand our knowledge and experience across countries over the decades and have established ourselves in international tax consulting from a Swiss perspective. Our ability to see the big picture is based on our comprehensive approach, which enables us to provide you as an individual, company, family or owner-managed business with extensive, solid, long-term and, above all, needs-oriented answers to your tax questions. As a result, succession arrangements for companies and families can be managed in a manner that ensures legal and tax security and stability.
Our tax advisory services cover a wide range of areas. We offer individual solutions, which we develop together with you, whereby the analysis of your needs is always the starting point. Our consulting areas include, among others:
National and international tax planning
We support you in all your plans and transactions – not only in the corporate sphere, but also in private matters. Together with you, we develop risk- and tax-optimised ownership structures for your transactions and investments and put them into practice.
Financing / refinancing / restructuring
The tax consequences of equity and debt financing, refinancing and redevelopment can be significant. With careful planning, the overall tax burden can often be reduced considerably without having to accept additional risks.
Obtaining advance tax rulings
In Switzerland, the relationship between taxable persons and tax authorities is based on trust. Tax rulings describe planned transactions and analyse their tax consequences. The common consensus on the tax consequences brings planning certainty. With our many years of experience in negotiating tax rulings, we can provide you with comprehensive and professional support in this regard.
Appeal procedures
We support, advise and guide you in the event of requirements and enquiries from tax authorities as well as in appeal proceedings. Regardless of who has taken charge of your tax planning, we will help to defend it vis-à-vis the authorities.
Inheritance tax advice
For wealthy individuals and their families, it is advisable to closely examine the inheritance tax consequences of asset transfers. If circumstances change, not only should inheritance planning be revised, but the tax consequences should also be reassessed and optimised where possible. We also assist heirs, beneficiaries of legacies and executors of wills with the tax consequences, both on a national and international level.
What sets us apart
Cost efficiency
With our expertise and infrastructure, which is equivalent to that of a large corporation despite our modest size, you receive the highest quality and reliability at reasonable rates.
Reliability
We are committed to pursuing the same goals as you. We identify with your interests in order to provide services tailored to your needs. We are always available to you, because only those who are reliable can react quickly to events and changes.
Flexibility
Our holistic approach enables us to be extremely flexible and to work with you and your trusted partners in a modular and functional way. We support you not only selectively but over the entire cycle of your activities.