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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceFiduciary OfficesLausanneCabinet Fiscal & Patrimonial BTR SA
Cabinet Fiscal & Patrimonial BTR SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Cabinet Fiscal & Patrimonial BTR SA is a service firm providing tax and wealth advisory based on a holistic patrimonial approach. Services include tax and pension planning, matrimonial and succession law, accounting, payroll and training; the firm prepares individualized studies and strategies to optimize income and preserve client assets, and its team includes a federally qualified wealth-management expert, a certified fiduciary agent and a jurist.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered8
Tax advisory
Tax advice and tailored studies, with optimisation of income and support taking tax aspects into account within an overall wealth-management approach.
Retirement planning
Retirement planning advice integrated into a comprehensive wealth-management approach, linked to taxation, matrimonial law and inheritance law.
Wealth preservation
Wealth-preservation strategies, with personalised analyses and a comprehensive approach to safeguard and organise assets over the long term.
Matrimonial law advice
Matrimonial law advice integrated into the wealth-management approach, taking account of tax, inheritance and retirement-planning aspects.
Inheritance law advice
Inheritance law advice to organise the transfer of wealth, coordinated with taxation, retirement planning and other wealth-related aspects.
Accounting
Accounting services for clients’ fiduciary management, within a broader offering of advisory and administrative support.
Payroll
Payroll services for processing payroll and salary-related tasks, integrated into the firm’s fiduciary services.
Training
Training linked to the firm’s topics, in particular taxation, retirement planning and wealth management, within the scope of the stated competencies.
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3.8/5

Cabinet Fiscal & Patrimonial BTR SA

Trust & reputation

ranQ Trust Score of Cabinet Fiscal & Patrimonial BTR SA: 3.8 out of 5.0

Trust Score3.8/ 5.0

High

x

Data basis 96% · As of October 2026

Cabinet Fiscal & Patrimonial BTR SA scores 53.8 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.70.824%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.27.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.35.08%
Cabinet Fiscal & Patrimonial BTR SA scores 79.8 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.86.512%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Cabinet Fiscal & Patrimonial BTR SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Cabinet Fiscal & Patrimonial BTR SA scores 0.0 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.0.04%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Cabinet Fiscal & Patrimonial BTR SA reaches a ranQ Trust Score of 3.8 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 2 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Rue du Grand-Pont 12
1003 Lausanne

At a glance

Legal form
Corporation
UID
CHE-395.391.054
Founded
2016 · 10 years
Last commercial register change
May 30, 2023
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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