Fiduciary Offices
in Switzerland

Planifique Sàrl

Le Grand-Saconnex · Since 2018 · 21–50 empl.·4.9(772)

Planifique Sàrl provides wealth advisory and financial planning services, including retirement planning, tax optimization and insurance advice.

Telepski Treuhand GmbH

Bern · Since 2020 · 21–50 empl.·4.9(122)

The company provides services in the areas of corporate consulting, accounting, tax consulting and financial planning for companies, particularly for digital growth companies. The core activities include: accounting and payroll accounting, tax consulting and planning, company formation and restructuring, holding structuring, international expansion strategy, setting up accounting systems, financial planning and consulting. The company supports its clients in optimizing their finances, taxes and corporate structure to promote their growth and success.

Veriduna Treuhand AG

Dübendorf · Since 1973 · 21–50 empl.·5.0(38)

Veriduna Treuhand AG provides fiduciary and financial outsourcing services, including accounting, payroll, tax advisory, business consulting and audit services for SMEs. The firm also supports private clients with tax and financial planning and assists with corporate transactions.

ONE! Treuhand GmbH

Glattbrugg · Since 2009 · 1–10 empl.·5.0(35)

The company's core activity is the provision of services in the field of finance and accounting, particularly in the areas of accounting, tax consulting, payroll accounting and corporate consulting. The company offers its customers comprehensive support and consulting in these areas to support them in managing their business.

Deloris AG

Zurich · Since 2009 · 11–20 empl.·4.9(114)

The core activity of Deloris AG is the provision of tax consulting services, particularly for expats in Switzerland. This includes support with tax returns, personal financial planning, estate planning and insurance matters.

Taxolution Advisory GmbH

Zug · Since 2014 · 1–10 empl.·5.0(169)

The core activity of Taxolution Advisory LLC is the provision of tax services, particularly for expatriates and international companies. This includes: tax consulting and optimization, tax returns and payments, international tax planning and solutions, support for international employment relationships and models, digital tax solutions and portals, company formations and administration, accounting and administrative support. The company focuses on a digital and customer-oriented approach to offer efficient and tailored solutions for its clients.

Rasminka GmbH

Zurich · Since 2015 · 1–10 empl.·4.9(192)

The company's core activity is the provision of trust and accounting services, including financial accounting, payroll accounting, tax returns, tax optimization and business planning, particularly for sole proprietorships and SMEs in Switzerland.

ExpertFid & Audit SA

Geneva · Since 2017 · 1–10 empl.·4.8(265)

The company provides tax consulting and planning services, particularly for companies and individuals in Switzerland and France. The core activities include: tax returns and planning for Swiss and French taxes, domiciliation of companies and activities in Switzerland, mandates as administrator of Swiss companies, tax consulting and planning for cross-border commuters, Swiss residents and self-employed individuals, regularization of tax matters and tax planning for the future, and planning of pension provision and tax optimization. The company also offers specific services such as the preparation of tax returns, the review of tax assessments and the application for tax refunds.

Marchesin Family Office AG

Lenzburg · Since 2019 · 1–10 empl.·4.9(299)

The core activity of FinanzFabio is providing financial education and consulting services. The company offers various services, including: financial coaching, online courses on topics such as tax returns, investments, and financial education for children, podcasts and blog posts on various financial topics, and personal consulting and appointment scheduling. The company focuses on imparting financial knowledge and supporting individuals in planning and managing their finances. It does not sell financial products and instead focuses on independent consulting and education.

Trevista Treuhand AG

Berikon · Since 1991 · 11–20 empl.·5.0(39)

The core activity of Trevista Treuhand- und Revisionsgesellschaft AG is the provision of services in the areas of trust and revision, particularly in the fields of: accounting, auditing, tax consulting, human resources, corporate consulting, matrimonial and inheritance law, company formation and liquidation, succession planning, company valuation, and the purchase and sale of companies. The company offers its clients personalized consulting and support in these areas and strives to build long-term partnerships with its clients.

Dr. Iten, Dudli + Partner Steuerberatung und Treuhand AG

Zurich · Since 1992 · 1–10 empl.·5.0(73)

Dr. Iten, Dudli + Partner Steuerberatung und Treuhand AG provides tax advisory and fiduciary services for private clients, SMEs and real estate owners, including tax returns and estate planning. Services also include bookkeeping, payroll and personnel administration, company formation, succession planning, and property management and sales.

Neutrale Beratung Treuhand GmbH

Since 2005 · 1–10 empl.·4.9(256)

The core activity of the company 'Neutrale Beratung Treuhand GmbH' is the provision of trust and tax services for private individuals. This includes in particular: tax consulting and tax planning, preparation of tax returns, investment advice, pension planning, asset management, retirement and succession planning, and support for the founding of companies and transformations. The company thus offers comprehensive consulting and services for private individuals in tax and financial matters.

PAGG Treuhand AG

Wettingen · Since 2005 · 1–10 empl.·4.9(127)

The core activity of PAGG Treuhand AG is the provision of fiduciary services and tax consulting.

apo treuhand ag

Ittigen · Since 2008 · 21–50 empl.·4.7(39)

The core activity of apo treuhand ag encompasses a wide range of services in the fields of auditing, tax consulting, and business consulting. These include: accounting and financial consulting, human resources management and consulting, auditing and revision, tax consulting and planning, business consulting, including strategy development and implementation, financial and pension planning, support for companies in the context of start-ups, acquisitions, and sales, restructuring and rehabilitation of companies, and solutions for business succession within and outside the family. The company offers individually tailored services that are aligned with the specific needs of its clients.

ATCA Sàrl

Lausanne · Since 2016 · 1–10 empl.·5.0(67)

The core activity of ATCA Sàrl is to provide financial management services, particularly in accounting, tax consulting, payroll and social insurance management, company registration, internal audits, domiciliation and optimization of financial processes for businesses.

XELLENZ Treuhand AG

Zurich · Since 2013 · 1–10 empl.·5.0(14)

XELLENZ Treuhand AG offers trust, accounting and consulting services for SMEs, financial service providers and real estate companies. The range of services includes payroll accounting, tax returns, audits, startup and restructuring advisory as well as a CFO-on-demand offering; in addition, a digital online accounting option is provided.

Aeberli Treuhand AG

Zurich · Since 1976 · 21–50 empl.·4.6(29)

Aeberli Treuhand AG is a fiduciary firm providing auditing, accounting, tax and payroll services for individuals, SMEs and internationally active companies. Its offerings include corporate advisory and succession planning, M&A support, US tax assistance, cyber security services and digitalisation projects including Abacus implementations.

BlackSea Consult GmbH

Dietikon · Since 2011 · 1–10 empl.·5.0(122)

BlackSea Consult GmbH provides insurance advisory services and fiduciary/accounting solutions. Services include comparing and arranging insurance policies (motor, health, travel, liability, household, legal protection) as well as bookkeeping, payroll processing, VAT filings and preparation of tax returns.

TreuVision AG

Zurich · Since 2013 · 21–50 empl.·4.9(26)

The company provides services in the field of financial consulting and management, particularly in the areas of trust, accounting, financial management, business intelligence, and auditing. It supports customers in the digital transformation of their financial processes and offers intelligent platforms for finance. The company's core activity includes providing services such as: trust and accounting, financial management and consulting, business intelligence and data management, auditing and financial auditing, development and implementation of software solutions for financial processes. The company positions itself as a partner for companies that want to digitize and optimize their financial processes.

CC Finanz und Treuhand AG

Zurich · Since 2006 · 11–20 empl.·4.8(79)

The company's core activity is the buying and selling of shelf companies (also known as shell companies) as well as the provision of trust services, such as accounting and business addresses. The company also supports company formations and offers board of directors mandates.

GVA Fiduciary Services SA

Geneva · Since 1983 · 11–20 empl.·4.7(109)

GVA Fiduciary Services SA provides tax and fiduciary services for individuals and businesses, including tax return assistance, DRIS/TOU source-tax procedures, accounting, company formation, domiciliation and audit/financial analysis.

Kneubühler Finanz GmbH

Solothurn · Since 2005 · 1–10 empl.·4.9(82)

The core activity of Kneubühler Finanz GmbH is holistic and independent financial consulting, including tax returns, insurance management, trust, financial planning, mortgage financing, asset management, savings, taxes, health insurance, insurance, real estate and capital investment advice.

GVA Conseils SA

Grand-Lancy · Since 2010 · 11–20 empl.·4.7(109)

GVA Conseils SA provides fiduciary and tax advisory services, with a focus on tax returns and tax-at-source procedures for source‑taxed individuals and quasi‑residents. Services include accounting, company formation, payroll management, audit, domiciliation and administrative support for health insurance and insurance advice.

Avanova Treuhand AG

Zurich · Since 2014 · 1–10 empl.·5.0(39)

Avanova Treuhand AG provides digital fiduciary services for SMEs, including accounting, tax filings, payroll administration, company advisory and audit support. The firm also offers digitalisation and automation services, including Abacus implementation.

Ludwig Limbeck AG

Cham · Since 2020 · 11–20 empl.·5.0(84)

The company offers a wide range of services for entrepreneurs and companies, particularly in the areas of company formation, legal and tax consulting, accounting, and domicile management. The core activity of the company includes: company formation and incorporation consulting, including express formations and formations with cryptocurrencies; legal and tax consulting, including international tax consulting and M&A strategies; accounting and auditing services; domicile management, including c/o addresses and business accounts; mail processing, front office services, and workspace offers; and trust services, including audits and support in setting up, financing, and consolidating companies. The company thus provides a comprehensive range of services for entrepreneurs and companies to support them in founding, managing, and administering their businesses.

rechnungswerk Treuhand GmbH

Gümligen · Since 2016 · 11–20 empl.·4.8(53)

rechnungswerk Treuhand GmbH provides fiduciary and accounting services, including bookkeeping, preparation of statutory financial statements, financial planning, tax declarations and advisory services for company formation, valuation and succession.

Arlewo AG

Lucerne · Since 1982 · 21–50 empl.·4.6(26)

Arlewo AG is a real estate company offering services in property sales, rentals, property management, valuation, development, construction management and fiduciary/advisory services. It provides integrated services with internal specialists and digital tools to support owners, tenants and investors throughout property projects.

Karpeo Sàrl

Geneva · Since 2018 · 11–20 empl.·4.7(68)

Karpeo is a Swiss-based fiduciary specialized in providing services in the areas of company formation, accounting, tax returns, and financial management. The company's core activity is to support businesses and self-employed individuals in Switzerland in setting up and running their companies by offering personalized consulting and services in accounting, taxes, and finance.

WeCount SA

Pully · Since 2018 · 1–10 empl.·4.9(47)

The company provides services in the field of external accounting and controlling. It supports customers in managing their finances, including the preparation of financial reports, tax management and monitoring of business key figures.

TAGEMO TREUHAND AG

Zug · Since 1998 · 1–10 empl.·4.8(23)

The core activity of Tagemo Immobilien is the brokerage and management of real estate, including the sale, rental, development and management of properties, as well as the provision of services such as real estate valuation, consulting and brokerage.

Courtiers Associés Sàrl

Bex · Since 2012 · 1–10 empl.·5.0(43)

The core activity of the company "Courtiers Associés" includes the following services: * Brokerage and management of insurance policies (Assurances) * Fiduciary services (management of finances and taxes) * Preparation of tax returns (Déclarations d'impôts) * Arrangement of mortgages and loans (Hypothèques et Crédits) * Legal advice (Conseils juridiques) The company offers these services to both private individuals and businesses.

Groupe Fondeco Sàrl

Geneva · Since 2012 · 1–10 empl.·4.7(49)

The company Groupe Fondeco provides services for the creation and operation of restaurants and other gastronomic establishments in Switzerland, particularly in the Romandy region. The core activities include: * Support for company creation (Company creation) * Administrative support and optimization (Administrative procedures, Audits and optimization) * Financial planning and securing (Financial forecasting, Rental guarantee) * Location search and evaluation (Location search) * Support for the opening of restaurants and other gastronomic establishments (Opening support) * Sale and brokerage of restaurants and gastronomic establishments (Business assets) * Administrative support and consulting for existing businesses (Management) The company thus offers a comprehensive range of services for the creation, operation and development of restaurants and other gastronomic establishments in Switzerland.

IBS (INTERNATIONAL BUSINESS SERVICES) SA

Martigny · Since 2013 · 1–10 empl.·4.9(63)

IBS (INTERNATIONAL BUSINESS SERVICES) SA provides strategic advisory and fiduciary services to structure, protect and manage private and business assets and activities. Its offerings include corporate structuring and governance, cross-border tax and banking advice, accounting and payroll, and tailored due diligence and international wealth-structuring solutions.

Capifid SA

Chiasso · Since 2000 · 1–10 empl.·4.8(63)

Capifid SA is a real estate company that handles property sales and rentals and provides property management services, including lease administration, billing, maintenance coordination and tenant placement.

Capifid Immobiliare SA

Chiasso · Since 2005 · 1–10 empl.·4.8(63)

Capifid Immobiliare SA is a real estate company offering brokerage services for property sales and rentals and providing property administration services such as lease management, invoicing, maintenance coordination and oversight of tenant relations. The company operates in Ticino, elsewhere in Switzerland and internationally, and collaborates with the Capifid‑Bullani advisory network; it is a member of SVIT Ticino.

Steuerwerk Treuhand AG

Gümligen · Since 2016 · 1–10 empl.·4.8(53)

Steuerwerk Treuhand AG provides fiduciary services including bookkeeping, preparation of statutory annual financial statements, tax returns and financial planning. Services also include corporate advisory (company formation, valuations, transactions and succession planning), payroll administration and domiciliation.

aws treuhand ag

Immensee · Since 2019 · 11–20 empl.·4.9(40)

The core activity of aws treuhand ag is the provision of trust services, particularly in the areas of payroll accounting, tax returns, consulting, value-added tax, accounting, and company formation. The company thus offers comprehensive services for companies and private individuals in the areas of finance, taxes, and accounting.

Eberle Treuhand und Verwaltungs-AG

Mels · Since 1970 · 11–20 empl.·4.6(25)

Eberle Treuhand und Verwaltungs-AG is part of FIT – Finanzen, Immobilien und Treuhand and provides services in finance, real estate and fiduciary services. Its range includes financial consulting, property management, fiduciary services, accounting, tax matters and auditing.