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DirectoryFinance & InsuranceFiduciary OfficesZurichTreFida GmbH
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TreFida GmbH

Summary

About the company

The core activity of TreFida is to provide comprehensive trust and consulting services to private individuals and companies in the areas of: financial and risk management, taxes and social security, financial planning and wealth transfer, estate planning, corporate management and consulting, and special mandates for regulatory and business management issues. The company offers personal care, individual approach and pleasant cooperation on an equal footing and positions itself as a general contractor for the coordination of tax, legal, financial and business aspects.

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Tax advisory
Tax returns, support and representation in tax matters, review of projects for tax implications, tax optimization and medium- to long-term tax planning.
Financial planning
Wealth and financial planning, retirement planning, liquidity planning, tax planning, real estate and financing advisory, as well as succession planning.
Estate planning
Estate advisory, drafting and review of marriage- and inheritance-law contractual documents, strategies for transferring assets, estate administration/executor duties, estate division and representation of heirs.
Bookkeeping
Setting up and managing financial accounting, special ledgers for salaries, assets, debtors and creditors, VAT declarations, social insurance, as well as annual and interim financial statements.
Tax planning
Tax returns, VAT statements and reconciliations, withholding tax claims, support in tax matters, tax optimization, optimization of the financing structure and review of projects for tax implications.

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Location

Glatttalstrasse 104h
8052 Zurich

At a glance

Legal form
Limited Liability Company
UID
CHE-495.344.670
Founded
2024 · 2 years
Last commercial register change
December 23, 2024
Employees
1 to 10

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