Fiduciary Offices

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13'208 companies found

PLANIFIQUE FRANCE, Thonon-les-Bains, Succursale de Grand-Saconnex

Le Grand-Saconnex · Since 2022

PLANIFIQUE FRANCE, Thonon-les-Bains, Succursale de Grand-Saconnex provides wealth management and financial advisory services, focusing on retirement planning, tax optimization for Swiss residents and cross-border clients, and tailored investment strategies. Services also include advice on health insurance selection and second-pillar withdrawals.

Fiduciary Offices

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Planifique Sàrl

Le Grand-Saconnex · Since 2024

Planifique Sàrl provides wealth advisory and financial planning services, including retirement planning, tax optimization and insurance advice.

Fiduciary Offices

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Borg Admin SA

Lausanne · Since 2024

Borg Admin SA provides services via the SwissBorg platform, a mobile app for buying, selling and trading cryptocurrencies that uses a Smart Engine to route orders across multiple exchanges, supports Auto‑Invest (dollar‑cost averaging), limit orders, yield/earn products and early‑access token sales, and uses the BORG token for cashback and governance.

Fiduciary Offices

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ENB Consulting GmbH

Dietlikon · Since 2009

ENB Consulting GmbH is an independent insurance broker that compares insurance products and advises clients on suitable coverage. It serves private and corporate clients with services including health, motor and household insurance, liability and legal protection, as well as occupational pension (BVG), accident and collective daily sickness benefit insurance.

Fiduciary Offices

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Neutrale Beratung Treuhand GmbH

Since 2005

The core activity of the company 'Neutrale Beratung Treuhand GmbH' is the provision of trust and tax services for private individuals. This includes in particular: tax consulting and tax planning, preparation of tax returns, investment advice, pension planning, asset management, retirement and succession planning, and support for the founding of companies and transformations. The company thus offers comprehensive consulting and services for private individuals in tax and financial matters.

Fiduciary Offices

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M & F Conseil SA

Nyon · Since 2021

The core activity of M&F Conseil is to provide financial and tax consulting services to private individuals, particularly Swiss citizens and cross-border commuters. The services include tax optimization, wealth management, retirement planning (2nd and 3rd pillar) and insurance brokerage.

Fiduciary OfficesFinancial ServicesInsurance Brokerage & Consulting

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Marchesin Family Office AG

Lenzburg · Since 2019

The core activity of FinanzFabio is providing financial education and consulting services. The company offers various services, including: financial coaching, online courses on topics such as tax returns, investments, and financial education for children, podcasts and blog posts on various financial topics, and personal consulting and appointment scheduling. The company focuses on imparting financial knowledge and supporting individuals in planning and managing their finances. It does not sell financial products and instead focuses on independent consulting and education.

Fiduciary Offices

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Spiri Steuern & Finanzen

Amriswil · Since 2019

The company's core activity is tax consulting and planning for natural persons, including the preparation of tax returns, tax advice and financial planning.

Fiduciary Offices

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ajooda AG

Lucerne · Since 2021

ajooda AG is a digital tax platform that prepares tax returns for private and business clients and submits them electronically to tax authorities. It also provides tax advice, bookkeeping and fiduciary services, company formation and domiciliation, and pension and digitalization services for SMEs.

Fiduciary Offices

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ExpertFid & Audit SA

Geneva · Since 2017

The company provides tax consulting and planning services, particularly for companies and individuals in Switzerland and France. The core activities include: tax returns and planning for Swiss and French taxes, domiciliation of companies and activities in Switzerland, mandates as administrator of Swiss companies, tax consulting and planning for cross-border commuters, Swiss residents and self-employed individuals, regularization of tax matters and tax planning for the future, and planning of pension provision and tax optimization. The company also offers specific services such as the preparation of tax returns, the review of tax assessments and the application for tax refunds.

Fiduciary Offices

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