Fiduciary Offices

Swiss Investplan AG 

Rotkreuz · Since 2008

The core activity of SWISS INVESTPLAN AG is independent and objective wealth management, particularly in the areas of asset protection and growth, as well as providing services related to real estate, architecture and accounting.

Swiss MCS SA 

Delémont · Since 2015

The core activity of Swiss MCS SA is to provide management and consulting services, particularly in the areas of: tax protection and planning, succession planning, establishment in Switzerland, investment decisions, investment financing, and acquisition and sale of businesses. The company supports both Swiss and foreign private individuals and companies in these services.

swissplan.ch Beratung für öffentliche Haushalte AG 

Zurich · Since 2009

The company swissplan.ch provides consulting services for public households, particularly in the areas of financial planning, infrastructure and project management. The core activities include the creation of financial plans, the implementation of training and events, as well as the development of specific tools and software solutions for the public sector.

Swiss-Pol Management AG 

Baar · Since 2022

Swiss-Pol Management AG provides accounting, VAT, payroll and HR services as well as financial and personnel administration. Services also include tax return preparation, representation before tax authorities and insurance-related administration for employers.

SWISSPRIVA.CH Schweizerische Privattreuhand AG 

Basel · Since 2012

The core activity of SWISSPRIVA is to advise and support elderly people and their relatives on matters related to aging, particularly in selecting suitable solutions for care, nursing and living situations. The company also offers administrative support and concierge services to enhance the quality of life and autonomy of its clients.

Swiss Quality & Peer Review AG 

Bern · Since 2013

The company's core activity is the development and provision of software and services for auditing firms, particularly for SME auditing firms, to support them in implementing and maintaining a functioning quality assurance system (QS system). This includes, among other things, the development of audit software, the conduct of internal audits, the creation of QS model handbooks, and the provision of training and workshops.

Swissrevi AG 

Kreuzlingen · Since 1989

Swissrevi AG is an audit and trustee firm that performs reviews of annual financial statements and limited statutory audits. Services include limited audits for corporations, limited liability companies and associations, as well as special examinations such as contributions in kind, merger-related audits and capital increases or reductions.

Swiss Social Business GmbH 

Berneck · Since 2019

Swiss Social Business GmbH is a fiduciary services company providing accounting, annual accounts, financial and payroll bookkeeping and controlling for SMEs, sole proprietors and private clients. Its services also include tax advice, social insurance and pension consulting, real-estate support, financial/legal consulting and website design.

SWISS TIPPS GmbH 

Beinwil Am See · Since 2024

Swiss Trustpartners AG 

Zurich · Since 2004

Swiss Trustpartners AG is a financial services firm that provides financial and wealth management advice as well as support for the purchase and sale of real estate and shareholdings. The company also offers establishment, management and administration of on- and offshore companies, foundations and trusts, and services related to philanthropy.

SwissVAT AG 

Zurich · Since 2000

The core activity of SwissVAT is value-added tax consulting for Swiss companies, particularly with regard to value-added tax in Germany and EU countries. This includes, among other things: Consulting on registration and handling of value-added tax in Germany, conducting workshops and training for companies on topics such as sales tax special audits, input tax deduction and tax returns, creating VAT checks and analyses, representing companies in court and before authorities in value-added tax matters, and advising on risk minimization and avoidance in the area of value-added tax. Overall, the company focuses on comprehensive consulting and support for Swiss companies in all matters related to value-added tax.

switax ag 

Herzogenbuchsee · Since 2016

The core activity of switax ag is tax consulting, particularly in the areas of corporate succession, restructuring, contract law and special tax matters. The company provides its clients with individual solutions for tax optimization and planning to minimize tax burdens and avoid risks.

SWM Sandro Wyss Management GmbH 

Baar · Since 2009

The core activity of SWM Sandro Wyss Management GmbH is the provision of services for assets, particularly in the areas of: tax consulting, legal consulting, business consulting, economic consulting, and real estate and infrastructure. The company thus offers comprehensive consulting and management services for private individuals and companies in the field of asset management and asset protection.

Symplified Solutions SARL 

St-Prex · Since 2024

Symplified Solutions SARL is a consultancy for compliance, financial and corporate services, offering AML/CFT frameworks, outsourced MLRO mandates, SRO registration and support for FINMA licensing, audit preparation, company formation and outsourced accounting/CFO services for regulated financial intermediaries, fintechs and SMEs.

Syncompta Sàrl 

Nyon · Since 2011

Syncompta Sàrl is a fiduciary firm providing accounting and tax filing services as well as administrative and HR support, including payroll and social insurance administration, invoicing, payment processing, consultancy and tailored training.

Syndikus Beratungs GmbH 

Zurich · Since 2021

The core activity of Syndikus Beratungs GmbH is the provision of services in the field of corporate consulting, insolvency consulting and restructuring, particularly for companies and private individuals in financial difficulties. This includes, among other things: * Consulting and support in the event of impending bankruptcy and restructuring of companies * Sale of shares or equity stakes in companies * Resignation of board of directors' mandates and/or management positions * Change of domicile of companies * Takeover of profitable activities by holding companies * Initiation of bankruptcy or estate proceedings * Reconstructive accounting in case of data loss * Revocation of bankruptcies * Restoration of creditworthiness and creditworthiness of private individuals * Clearance of the debt collection register * Deletion of debt collection and loss certificates * Utilization of tax alternatives and private migration * Relocation of private residence to Switzerland * Establishment of companies The company thus offers comprehensive consulting and support services for companies and private individuals in difficult financial situations.

Synergie et Conseil Synco SA 

Geneva · Since 1986

Synergie et Conseil Synco SA is a fiduciary company that provides bookkeeping, auditing of annual accounts, tax advice and strategies, company incorporation, administration and domiciliation, financial management, staff management and other specific mandates.

Synergie Fiduciaire Riviera Sàrl 

Vevey · Since 2024

Synergie Fiduciaire Riviera Sàrl is a fiduciary firm offering company formation, accounting, tax services and administrative and HR support for businesses.

Synergie Fiduciaire Services Sàrl 

Yverdon-Les-Bains · Since 2008

Synergie Fiduciaire Services Sàrl is a fiduciary firm providing accounting, tax advisory, administrative and HR services and support for company formation. The firm also offers digital tools as well as coaching and mentoring to help clients become more autonomous.

SYNERGIX S.A., succursale de Genève 

Geneva · Since 2008

SYNERGIX S.A., succursale de Genève is a fiduciary firm offering outsourced accounting, tax, payroll and HR administration services. It serves SMEs, NGOs and international subsidiaries with services including bookkeeping, VAT filings, payroll processing and administrative HR support.