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DirectoryFinance & InsuranceFiduciary OfficesBernR&R Treuhand AG
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R&R Treuhand AG

Summary

About the company

The core activity of R&R Treuhand AG is the provision of services in the areas of trust, auditing, tax consulting, and family office for private individuals, SMEs, and non-profit organizations. This includes, in particular: classical trust services such as financial and accounting, personnel management, and corporate governance; audits and examinations of companies and organizations; tax consulting and planning for private individuals and companies; comprehensive services for wealthy private individuals within the framework of a family office; and consulting and support for pension funds. The company thus offers a broad range of services in the areas of finance and accounting, tax consulting, and corporate governance.

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Products & services

Industry:Fiduciary Offices
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Fiduciary services
Classic fiduciary services for SMEs, non-profit organizations and sole proprietorships; bookkeeping and annual accounts, financial statement preparation, tax optimization, VAT matters, payroll and personnel administration, incorporation, merger, sale and liquidation.
Tax advisory
Tax advice for private individuals and businesses; preparation of tax returns, tax planning and optimization, legal tax advice, VAT advice, international tax matters, representation before the tax authorities.
Statutory audits
Services as an approved statutory auditor; review of the annual financial statements, assessment of the internal control system, inspection and plausibility checks, meetings with management, preparation of the audit report.
Family Office
Comprehensive services for affluent private individuals; management and coordination of the family office, overview and optimization of assets, tax optimization, coordination of real estate, insurance and banks, wealth and investment strategy, family and inheritance concepts.
Services for pension funds
Bookkeeping, financial reporting and management on a mandate basis for pension funds; external management, advice to the foundation board, financial statements in line with Swiss GAAP FER 26, liquidity planning, CFO function ad interim, process optimization and support in bottleneck situations.

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Location

Morillonstrasse 45
3007 Bern

At a glance

Legal form
Corporation
UID
CHE-455.444.466
Founded
2017 · 9 years
Last commercial register change
April 2, 2025
Employees
11 to 20

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