Fiduciary Offices in the
Canton of Lucerne

Alexander Gonzalez GmbH

Since 2008 · 1–10 empl.·5.0(7)

The core activity of Alexander Gonzalez GmbH is the provision of services in the areas of management consulting, trust and personnel management. Specifically, this includes: Management Consulting: Strategic consulting and accompaniment of companies in various industries; Trust: assumption of fiduciary tasks, such as financial and accounting; Personnel Management: consulting and support in the search, selection and development of employees; Association Management: consulting and support for associations and organizations. The company also offers other services, such as executive coaching, accounting and lectures, but the above-mentioned activities form the core of the company.

thingk ag

Since 2019 · 1–10 empl.·4.5(15)

The core activity of thingk ag is the provision of services in the field of management consulting, trust and accounting, including tax consulting, process optimization and digitization. The company offers individual solutions for businesses and private individuals to optimize their processes, save time and achieve their goals.

Witus Treuhand AG

Since 2020 · 11–20 empl.·5.0(7)

The core activity of Witus Treuhand AG is the provision of trust services, including auditing, real estate management, corporate consulting and tax consulting for private individuals and companies.

Provero Treuhand AG

Since 2002 · 1–10 empl.·4.4(13)

The core activity of Provero Treuhand AG is the provision of trust services, including: tax consulting and planning, accounting and personnel administration, corporate consulting and corporate law, pension and estate planning, trust work and administration. The company offers individual and tailored solutions for companies and private individuals, emphasizing personal consulting and support.

Gewal Immobilien-Treuhand AG

Since 1987 · 1–10 empl.·4.1(10)

The company's core activity is the brokerage and management of real estate, including the purchase, sale, rental and valuation of residential and commercial properties, as well as the creation of sales documentation, market development and consulting for real estate transactions.

FINQUEST Innovations GmbH

Since 2004 · 1–10 empl.·4.0(55)

FINQUEST Innovations GmbH is part of the FINQUEST Group and provides financial, fiduciary, and insurance-related services. The company advises private and business clients on wealth, retirement planning, financing, taxes, corporate fiduciary services, and insurance fiduciary services.

Arnet Treuhand AG

Since 2006 · 1–10 empl.·4.3(7)

Arnet Treuhand AG is a fiduciary firm offering services in accounting, tax advisory, payroll and personnel administration, auditing and business consulting, as well as pension and estate planning.

Treuhand Willimann Immobilien AG

Since 1965 · 11–20 empl.·5.0(2)

Treuhand Willimann Immobilien AG provides property management and real estate advisory services, including property accounting, tenant management, rent collection and ancillary cost statements, as well as maintenance and renovation coordination.

A & B Treuhand AG

Since 1988 · 11–20 empl.·5.0(3)

The core activity of A & B Treuhand AG Lucerne includes services in the areas of accounting and financial reporting, tax consulting, auditing, payroll and personnel administration, corporate and legal consulting, as well as value-added tax and fiscal representation. The company positions itself as a holistic trust and auditing company.

Bitzi Treuhand AG

Since 2001 · 1–10 empl.·5.0(4)

The core activity of Bitzi Treuhand AG is the provision of services in the field of financial and corporate consulting, in particular: accounting and financial statement consulting, tax and pension planning, auditing, corporate consulting, and personnel administration. The company thus offers comprehensive consulting and services for companies and private individuals in the areas of finance, taxes, and personnel.

leanrun ag

Since 2015 · 11–20 empl.·4.1(7)

The core activity of leanrun ag is the provision of trust and fiduciary services for entrepreneurs, start-ups and SMEs, particularly in the areas of: * Accounting and payroll management (outsourcing) * Financial consulting and planning (Portfolio CFO Services) * Digitization of accounting processes (workshops and consulting) * Private tax consulting. The company also offers specialized services such as the implementation of reporting and KPI systems, Value Stream Accounting and private wealth management.

Meckys T&T AG

Since 1989 · 1–10 empl.·5.0(2)

The core activity of Meckys T&T AG encompasses a comprehensive range of services focusing on the areas of legal consulting, accounting, trust services, and software development. Specific areas of emphasis include inheritance and matrimonial property law consulting, succession planning, estate administration, divorce consulting, as well as the development of administrative software based on Filemaker. Additionally, the company offers accounting and trust services, including financial and operational accounting.

Counselnet Treuhand AG

Since 1995 · 11–20 empl.·4.0(4)

The company's core activity is the provision of services in the areas of financial, tax and corporate consulting, including trust and real estate consulting as well as asset management solutions. The company positions itself as a full-service partner for individuals, SMEs and medium-sized companies, offering personal consulting and solutions.

Treuhandbüro Doris Keller-Meier

Since 1998 · 1–10 empl.·4.6(9)

The core activity of the company 'Treuhandbüro Doris Keller-Meier' encompasses the provision of services in the following areas: Trust and tax services, Property management, Property rental, Property sales, Commercial administration, and Support for seniors. The company offers its clients a wide range of services, enabling them to focus on their core business while the trust office takes care of the administrative tasks.

Schatz AG

Since 2018 · 11–20 empl.·4.4(8)

The core activity of Schatz AG is to provide services to gastronomy and hotel businesses, particularly in the areas of accounting, personnel administration, marketing, procurement, IT and housekeeping. The company acts as an internal agency for these businesses, allowing them to focus on their hosting role.

Küng Treuhand AG

Since 1972 · 11–20 empl.

Küng Treuhand AG offers fiduciary, tax advisory and HR management services and is part of the Heimatt Gruppe. The firm assigns each client a personal account manager and draws on an internal network of specialists within the group.

Acorus-Treuhand AG

Since 1975 · 1–10 empl.

The core activity of Acorus Treuhand AG is the provision of services in the areas of finance and accounting, company formation, succession planning and legal advice, auditing and tax consulting for small and medium-sized enterprises (SMEs) as well as self-employed individuals and private persons.

OPES AG

Since 1976 · 11–20 empl.

OPES AG provides advisory, auditing and support services for families and companies. Its services include tax and VAT consulting, corporate and legal advice, audit services, real-estate advisory, family business services, HR solutions and finance & accounting services.

Botrag AG

Since 1978 · 1–10 empl.

The core activity of Botrag AG is the provision of trust and real estate services, including renting and buying properties, as well as the associated consulting and management.

Wiro Treuhand- und Revisionsgesellschaft AG

Since 1978 · 1–10 empl.

The core activity of WIRO Treuhand- und Revisionsgesellschaft AG is the provision of consulting services in the trust area, particularly in the following fields: * Auditing and examination of companies, including limited and ordinary audits as well as examination of capital measures * Accounting and bookkeeping, including payroll accounting and internal management accounting * Trust services, including administration and management of properties and foundations * Consulting in the areas of inheritance law, wills and estate administration * Support in the founding, financial optimization and auditing processes of companies, particularly SMEs. The company thus offers comprehensive services in the field of financial and accounting consulting.

Aregger Spörri Bucheli AG

Since 1978 · 1–10 empl.

The core activity of Aregger Spörri Bucheli AG is the provision of services as economic consultants, trustees and business economists, including the care of customers in these areas.

Team Treuhand AG

Since 1979 · 1–10 empl.

Team Treuhand AG provides fiduciary and audit services together with corporate and financial consulting, including bookkeeping, interim and annual financial statements, tax returns, payment transactions, payroll administration, VAT matters, audits and outsourcing of financial accounting.

Pemag Treuhand AG

Since 1980 · 1–10 empl.

Pemag Treuhand AG is a fiduciary firm specializing in small and medium-sized enterprises and agricultural businesses, providing bookkeeping and annual financial statements, tax services, audits, corporate advisory and real estate management.

Marty Revision AG

Since 1980 · 1–10 empl.

The core activity of Marty Revision AG is the provision of services in the fields of auditing, tax consulting, accounting, personnel administration, trust consulting and real estate management.

bepartner ag

Since 1983 · 21–50 empl.

The core activity of b.partner includes consulting and fiduciary support for companies and private individuals in the following areas: tax consulting, auditing, accounting, HR/payroll administration, fiscal representation, corporate consulting, succession planning and mergers & acquisitions, startup support, board of directors' activities, and consulting for private individuals. The company thus offers comprehensive services in the field of financial and corporate consulting.

LUREVO Treuhand AG

Since 1983 · 11–20 empl.

The company's core activity is the provision of services in the fields of auditing, tax consulting, accounting, business consulting and value-added tax. The company also offers services in the areas of social insurance and human resources.

Gloggner Treuhand AG

Since 1983 · 1–10 empl.

The core activity of Gloggner Treuhand AG is the provision of trust services, particularly in real estate brokerage and consulting. This includes both the sale of properties under optimal conditions and support in purchasing desired properties. Furthermore, the company offers a holistic, discreet and results-oriented support that is individually tailored to the needs of its clients.

PGA & Partner AG

Since 1984 · 21–50 empl.

PGA & Partner AG provides fiduciary and advisory services for corporate and private clients, including tax consulting, accounting, auditing, corporate advisory, HR and payroll administration, fiscal representation, and support for succession/M&A and startups.

Portmann Treuhand AG

Since 1984 · 1–10 empl.

Portmann Treuhand AG provides fiduciary and accounting services, including bookkeeping, preparation of financial statements, tax advice and audits. The firm also delivers payroll and VAT filings and corporate services for SMEs such as company formations, reorganizations, mergers, pension-related advice, succession planning and contract consulting.

Finova Partners AG

Since 1984 · 1–10 empl.

Finova Partners AG is a fiduciary and advisory firm providing accounting and payroll, tax and consulting services, and business support for SMEs and private clients.

Agoplan Treuhand-, Steuer- und Unternehmensberatung AG

Since 1986 · 1–10 empl.

The core activity of Agoplan is the provision of services in the fields of trust, tax and corporate consulting, including SME consulting, audits and social insurance.

Cura Treuhand AG

Since 1988 · 1–10 empl.

Cura Treuhand AG provides fiduciary and advisory services, including bookkeeping, audits, tax consulting and administrative services.

BV Treuhand AG

Since 1989 · 1–10 empl.

BV Treuhand AG provides fiduciary services covering accounting, financial statements, tax filings, payroll administration and business consulting. It serves small and medium-sized enterprises across sectors such as industry, construction, agriculture, trade and hospitality.

B + H Treuhand AG

Since 1990 · 1–10 empl.

B + H Treuhand AG provides fiduciary and audit services focused on accounting, tax, fiduciary mandates and statutory and voluntary audits for small and medium-sized enterprises. Services include bookkeeping, payroll and accounts management, preparation of financial statements, tax and VAT filings, company formation and succession support, as well as special and statutory audit engagements.

Walker Management AG

Since 1990 · 21–50 empl.

Walker Management AG provides tailored outsourcing services for non-profit organisations, covering management, consulting, communication and fiduciary/accounting services. Key offerings include office and secretariat management, financial accounting and payroll, strategic advice, and event planning and organisation.

Richner-Treuhand AG

Since 1990 · 1–10 empl.

Richner-Treuhand AG provides fiduciary and advisory services to private clients and small and medium-sized enterprises. Its services include bookkeeping, tax returns and tax advisory, company formations and transfers, financial and corporate consulting, property management and construction-trust (Bautreuhand) services, audits, debt restructuring and asset management.

Horego Management AG

Since 1991 · 1–10 empl.

The company's core activity is invoicing and account management, particularly for restaurants and hotels, homes, hospitals and their suppliers, with a specialty in collective invoices and detailed booking documents.

Modula Treuhand Minder + Partner

Since 1991 · 1–10 empl.

Modula Treuhand Minder + Partner provides fiduciary and accounting services, including bookkeeping, year-end accounting advice, budgeting and financial planning, and temporary replacements in accounting, administration and IT. The firm also offers succession planning, general business consulting, and real estate consulting, management and brokerage services.