Fiduciary Offices

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.

Planifique Sàrl 

Le Grand-Saconnex · Since 2024

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

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.

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.

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.

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.

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.

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.

ajooda AG 

Lucerne · Since 2024

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.

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.

Realit Revisions AG 

Lenzburg · Since 1987

Realit Revisions AG provides audit, tax and fiduciary services and offers real estate services including property management, valuation and brokerage.

Realit Treuhand AG 

Lenzburg · Since 1961

Realit Treuhand AG provides real estate and fiduciary services, including property management, brokerage, valuation, project development and marketing, along with accounting, tax advisory, auditing and corporate finance services.

Realit Treuhand AG 

Aarau · Since 1974

Realit Treuhand AG provides real estate and fiduciary services, including property management, brokerage, property valuation, project development and construction trust services. Its fiduciary services include tax advice, audit, legal advice, corporate finance and management- and restructuring consulting.

Fina Finanzplanung AG 

Bern · Since 2017

The core activity of FINA is financial planning and consulting for clients, particularly in the areas of taxes, investments, insurance, pension planning, retirement planning and real estate. The company provides independent and comprehensive consulting with the goal of providing clients with optimally regulated finances on a sustainable basis.

Taxolution Advisory GmbH 

Zug · Since 2014

The core activity of Taxolution Advisory LLC is the provision of tax services, particularly for expatriates and international companies. This includes: tax consulting and optimization, tax returns and payments, international tax planning and solutions, support for international employment relationships and models, digital tax solutions and portals, company formations and administration, accounting and administrative support. The company focuses on a digital and customer-oriented approach to offer efficient and tailored solutions for its clients.

SB-FID Swiss Expert Sàrl 

Lausanne · Since 2021

The core activity of SB-FID is the provision of services in the field of fiduciary economy, including: audit and accounting expertise, business creation consulting, business management and risk consulting, financial management, digital transformation consulting, business succession, accounting and finance, personnel administration and management, tax consulting, insurance, legal, real estate, and hospitality and catering. The company offers these services to both companies and self-employed individuals as well as private individuals, covering various sectors, including the private sector, the public sector, municipalities, subsidized organizations, EMS, foundations, and associations.

Infinity Conseils Sàrl 

Thônex · Since 2022

The core activity of Infinity Conseil is fiduciary services, particularly providing services in the areas of tax returns, pension planning and insurance for individuals and companies. This includes, among other things: Swiss and foreign tax returns, advice and management of pension plans (2nd pillar - LPP), retirement provision (3rd pillar), insurance and supplementary insurance, services for cross-border commuters and quasi-residents, standard rectification (DRIS), and French tax returns. The company thus offers comprehensive services in the field of financial planning and management.

PAGG Treuhand AG 

Wettingen · Since 2005

The core activity of PAGG Treuhand AG is the provision of fiduciary services and tax consulting.

Aeppli & Mueller Consulting GmbH 

Zurich · Since 2000

The core activity of Aeppli & Mueller Consulting GmbH is the provision of services in the areas of trust, taxes, and corporate consulting. Specifically, this includes: Trust: assumption of trust tasks such as payroll accounting, annual financial statements, and other accounting tasks; Taxes: tax consulting, preparation of tax returns, and representation of clients in tax matters; Corporate consulting: advising companies on financial planning, controlling, and corporate management; Auditing: conducting independent audits and reviews of financial information. The company thus offers comprehensive services for companies and private individuals in the areas of finance, taxes, and corporate management.

Harsch Immobilien-Treuhand AG 

Buttikon Sz · Since 1997

The core activity of Harsch Immobilien-Treuhand AG is the brokerage and management of real estate, including services such as property maintenance, cleaning and gardening. The company offers specific solutions for the sale, purchase and management of residential and commercial units, including single-family homes, condominiums and multi-family houses.

Deloris AG 

Zurich · Since 2009

The core activity of Deloris AG is the provision of tax consulting services, particularly for expats in Switzerland. This includes support with tax returns, personal financial planning, estate planning and insurance matters.

GVA Fiduciary Services SA 

Geneva · Since 1983

GVA Fiduciary Services SA provides tax and fiduciary services for individuals and businesses, including tax return assistance, DRIS/TOU source-tax procedures, accounting, company formation, domiciliation and audit/financial analysis.

GVA Conseils SA 

Grand-Lancy · Since 2010

GVA Conseils SA provides fiduciary and tax advisory services, with a focus on tax returns and tax-at-source procedures for source‑taxed individuals and quasi‑residents. Services include accounting, company formation, payroll management, audit, domiciliation and administrative support for health insurance and insurance advice.

ATG Business AG 

Heerbrugg · Since 2012

The core activity of ATG Business AG encompasses three main areas: 1. **Trust Services**: The company provides trust services, including accounting, tax returns, and other financial services. 2. **Insurance**: ATG Business AG acts as an insurance broker and offers insurance services, including the placement of insurance policies and support in the event of claims. 3. **Tax Returns**: The company supports clients in the preparation and submission of tax returns and also offers consulting services in tax matters. Overall, ATG Business AG offers a combination of financial, insurance-related, and tax services to support clients in these areas.

STAUB Immobilien Treuhand AG 

Frauenfeld · Since 2016

STAUB Immobilien Treuhand AG provides fiduciary and real estate services. The company offers accounting, financing advice, auditing, tax services and business consulting.

Staub Treuhand AG 

Frauenfeld · Since 1949

Staub Treuhand AG provides fiduciary services, offering accounting, tax services, auditing, financing advice and business consulting.

Steuererklärungen Gantrisch GmbH 

Kaufdorf · Since 2019

The core activity of Steuererklärungen Gantrisch GmbH is professional tax consulting and planning, including the preparation of tax returns, as well as accompanying and advising on financial decisions such as pension planning, trust and real estate.

Telepski Treuhand GmbH 

Bern · Since 2020

The company provides services in the areas of corporate consulting, accounting, tax consulting and financial planning for companies, particularly for digital growth companies. The core activities include: accounting and payroll accounting, tax consulting and planning, company formation and restructuring, holding structuring, international expansion strategy, setting up accounting systems, financial planning and consulting. The company supports its clients in optimizing their finances, taxes and corporate structure to promote their growth and success.

Jordi Treuhand AG 

Bern · Since 1980

Jordi Treuhand AG provides trust and asset-management services, often with a focus on real estate portfolios. Services include financial bookkeeping and comprehensive handling of clients' financial and property-related matters.

trimag Treuhand-Immobilien AG 

Basel · Since 1979

The company's core activity is real estate management and brokerage, including services such as sales, rentals, condominium ownership, rental properties, cooperatives, consulting and accounting.

4you Partners GmbH 

Zug · Since 2024

4you Partners GmbH provides financial advisory services, real estate brokerage and management, and fiduciary services including accounting, tax returns and business consulting. The company also coordinates construction projects via partner firms and offers advice on charitable initiatives.

Blacksea Group GmbH 

Dietikon · Since 2023

Blacksea Group GmbH provides insurance advisory and brokerage services as well as fiduciary and accounting services. Insurance offerings include motor, health, travel, liability, household, life and corporate insurance, while fiduciary services cover bookkeeping, payroll, VAT returns and tax declarations.

BlackSea Consult GmbH 

Dietikon · Since 2011

BlackSea Consult GmbH provides insurance advisory services and fiduciary/accounting solutions. Services include comparing and arranging insurance policies (motor, health, travel, liability, household, legal protection) as well as bookkeeping, payroll processing, VAT filings and preparation of tax returns.

Martinez Laurent et Cie, Fiscaliste 

Petit-Lancy · Since 2007

The company's core activity is providing services in the field of tax consulting and planning, including the preparation of tax returns, accounting and other tax-related services.

Gerhard & Partner GmbH 

Solothurn · Since 2024

The core activity of Gerhard & Partner is the provision of trust services, particularly in the areas of accounting, personnel management, company formations and process optimization. The company offers its customers individual solutions and consulting in these areas to optimize their financial situation and provide them with financial security and freedom.

PITAXES Sàrl 

Le Grand-Saconnex · Since 2022

The company provides services in the field of tax declaration and optimization for individuals and companies, particularly for quasi-residents and cross-border commuters between Switzerland and France. The core activities include: tax declarations and optimization for Switzerland and France, consulting and support for obtaining tax credits and refunds, analysis and optimization of investments and pension plans (3rd pillar), support for obtaining tax numbers and certificates, and provision of tools and resources for tax planning and management. The company also offers specialized services for companies to minimize the tax burden of their employees and ensure compliance with tax laws.

Marzo Treuhand AG 

Dietikon · Since 2022

Marzo Treuhand AG provides fiduciary services for private clients and SMEs, including bookkeeping, tax advisory, company formation support, corporate finance and payroll administration.

Veltica International Sàrl 

Lausanne · Since 2020

Veltica International Sàrl provides fiduciary services including accounting, payroll outsourcing, corporate taxation and administrative management for companies and private clients.

Veltica Finance Sàrl 

Lausanne · Since 2019

Veltica Finance Sàrl provides fiduciary services including accounting, payroll outsourcing, tax advice and administrative company services. The firm supports both businesses and private clients across multiple sectors.

Veltica Finance Sàrl, succursale de Genève 

Geneva · Since 2023

Veltica Finance Sàrl, succursale de Genève provides fiduciary and accounting services, including bookkeeping, payroll outsourcing, corporate taxation and administrative management. Services are offered to businesses and individuals across sectors such as retail, healthcare professionals, legal services and trades.

Andrea Piccardo 

Odogno · Since 2018

The company's core activity is providing financial and accounting advisory services, particularly for small and medium-sized enterprises. This includes preparing tax returns, organizing accounting, advising on financial planning and organization, as well as supporting the resolution of management problems. The founder and owner, Andrea Piccardo, is a qualified fiduciary (trustee) and auditor with many years of experience in the industry.

CC Finanz und Treuhand AG 

Zurich · Since 2006

The company's core activity is the buying and selling of shelf companies (also known as shell companies) as well as the provision of trust services, such as accounting and business addresses. The company also supports company formations and offers board of directors mandates.

ELC SA 

Geneva · Since 2017

The core activity of ELC Financial Group encompasses a wide range of services in the following areas: 1. **Financial Planning**: Analysis of the financial situation of private individuals and companies to develop optimal solutions. 2. **Assurance** (Insurance): Provision of insurance solutions, including health insurance, for private individuals and companies. 3. **Fiduciaire** (Trust Services): Administrative services for private individuals and companies, including Family Office services. 4. **Real Estate**: Provision of real estate services in Switzerland and France. The company positions itself as a comprehensive service provider, offering its clients a wide range of solutions to meet their financial, insurance-related and real estate needs.

Accounting Academy Martin Schmeding 

Zurich · Since 2021

The core activity of the company 'Accounting Academy Zurich' is the provision of services in the field of accounting and financial management, specifically: * Consulting and supporting small and medium-sized enterprises (SMEs) in financial matters * Creating financial, investment and financing plans * Tutoring and learning support for young people and adults in accounting and financial management * In-house training for companies and groups * Exam preparation and repetition for accounting and financial management * Interim management and support for SMEs in economically difficult situations The services are provided by a certified business teacher and business coach who specializes in accounting, financial management and corporate management.

Alpinum Accounting AG 

Zurich · Since 2022

The core activity of Alpinum Accounting is the provision of fiduciary services, particularly in the areas of: Financial accounting, Payroll accounting, Tax returns, Annual financial statements, Reporting, Controlling, CFO activities, Company formations, and Fiscal representation. The company offers its clients a comprehensive range of services to support and relieve their financial and accounting concerns.

AR Comptabilité Sàrl 

Meyrin · Since 2016

The core activity of AR Comptabilité Sàrl is to provide services in the field of tax consulting and planning, particularly for cross-border workers and self-employed individuals in the cantons of Geneva and Vaud. This includes: tax returns and optimization, rectification of withholding tax (DRIS), subsequent ordinary taxation (TOU) for quasi-residents, company management, including company formation and personnel administration, domiciliation of companies and self-employed individuals, accounting and financial management. The company also offers consulting services in these areas.

Keller Immobilien-Treuhand AG 

Wallisellen · Since 1988

Keller Immobilien-Treuhand AG is a real estate services firm that provides property management, marketing and asset administration services. Its work includes tenant placement, building management and client representation for private and institutional clients.

Keller Treuhand AG 

Pfäffikon Zh · Since 2000

Keller Treuhand AG provides real estate services including property management, marketing and asset management. It serves private and institutional clients across the property lifecycle, offering market and location analyses as well as portfolio and leasing-related services.

Krisalis Révision SA 

Monthey · Since 2023

Rigolet Fiduciaire SA provides fiduciary and real-estate services, including accounting, payroll administration, financial and budget management, tax planning, audits and advisory services. On the real-estate side the firm offers property management (gérance), condominium (PPE) administration, rental management, maintenance coordination and brokerage.

Avida Immobilien-Treuhand AG, Zweigniederlassung Horw 

Horw · Since 2021

Avida Immobilien-Treuhand AG, Zweigniederlassung Horw provides property management and administration services, including rental management, brokerage for sales, market-value appraisals and real estate photography.