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DirectoryFinance & InsuranceFiduciary OfficesLausanneCabinet Fiscal & Patrimonial BTR SA
Cabinet Fiscal & Patrimonial BTR SA Logo
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Cabinet Fiscal & Patrimonial BTR SA

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.

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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.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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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

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