The core activity of Helfides SA consists of providing independent advisory services in the field of managing personal and corporate affairs, including compliance and administrative matters, particularly for private wealth managers and other intermediaries.
Administrative support for personal matters, including coordination of banking, investments, insurance, taxes, family structures and estate issues, as well as ongoing or ad hoc tasks handled.
Documentation and compliance support for companies
Documentation work for businesses, including completing or preparing documents, preparing KYC files, account opening forms, applications, compliance-related documents and draft letters.
Advisory on administrative and compliance-related matters
Advice on various issues related to documentation, compliance and administrative procedures for private customers and businesses.
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