GermanRegarding your wealth and assets:
- Rational and reasonable asset allocation: this means structuring your assets according to your real needs (risk adjusted, cost-efficient, sustainable profit).
- Transparent and meaningful reporting: nobody wants to be faced with a mountain of undigested figures for demanding investments. We provide clear, simple figures which are correctm easy to interpret, and easy to understand.
- Controlling and Risk Management: we know and understand the banking universe, their business and their financial instruments very well. It may not please the banks or asset managers when we face them as counterparty, but for you it is definitely a benefit, e.g. when we negotiate the conditions or carry out some tasks in your name.
Depending on your preferences and needs we can also perform your personal investment accounting. This way you will have your own neutral base for investment controlling and decision making. Furthermore, we support you in the determination of an investment strategy, right according your wishes and needs – as well as in the evaluation of suitable asset managers.
Regarding your business activities and companies:
- Foundation of companies and domiciled management companies: why not explicitly at the tax lowest places in Switzerland in the cantons Schwyz and Zug?
- We care for all of your administrative work, such as accounting and taxes for your business/company – as accredited audit experts we know what really counts.
Business management / executive mandates:
We approach these mandates as entrepreneurs with a long term focus – unlike common ‘Managers’ who only focuses on short term incentives.
Tax optimization:
It’s surprising how many possibilities for tax optimization usually are neglected or just not recognized. Everybody has to pay taxes in some way – but we think that it should be within a reasonable limit. We take care that you won’t pay too much.
Succession plans:
It’s better to start thinking about sucession early enough, calmly supported by a professional advisor in order to enable a smooth transfer – this way you can ensure the further existence of your lifework.
Regarding your personal well being:
- Organizational and administrative work: it doesn’t matter what kind of work, whether events, journeys or other personal tasks – we handle it for you.
- No time for appointments with banks and public authorities or you just have something better to do with your time? Let us act and negotiate for you.
- As tax experts it will be a pleasure for us to take care of your personal tax declaration, tax optimization and negotiations with tax authorities. We are convinced that there is always a tax saving potential in your portfolio, just waiting to be discovered.