GUIDANCE FOR INDIVIDUALS
We assist our clients with all tax formalities including but not limited to tax return, VAT returns and negotiating tax agreement. Our tax services cover a large variety of needs. With regards to our private clients we advise and help them with their income, wealth, flat-rate, property, gift and inheritance taxes.
We provide our clients with assistance in selecting their domicile, setting up withholding and flat-rate taxes, and tailor-made solution for all types of query.
As the golden years approach, we are committed to guide our clients through estate and retirement planning, including social insurance considerations.
CORPORATE TAX SERVICES
We offer advisory and planning services regarding corporate taxation, which is especially important when setting up local offices.
We also offer innovative and responsible solutions to help our client creating companies, but also other types of wealth management vehicles.
On behalf of our clients we undertake the formalities associated with the founding of a company, located in Switzerland. We are also corporate directors and ensure that clients’ activities work perfectly and in line with their stated purpose.
LONG TERM DEDICATION
For clients who are looking to restructure their private wealth, we plan and carry it for them. This includes founding the appropriate legal entity in the right jurisdiction and acting as a corporate director, trustee or executor of wills.
We are committed to establish close and long-term relationship with our clients.
Tax Compliance
As part of our tax compliance services, we offer support to individuals, business owners, managers and companies in the following domains:
TAX PROCESSES & REPRESENTATION
On behalf of our clients we undertake all tax correspondence. Following our client review, we give a detailed recommendation on how to proceed.
TAX DECLARATIONS OF INDIVIDUALS AND LEGAL ENTITIES
No longer tax returns – we handle the whole process for our clients. We make and submit the tax declaration and manage all the necessary attachments. We review our client tax return and show them where and how to optimize their taxes. In collaboration with our clients we decide on how to proceed and put their plans into action on their behalf.
ENQUIRIES AND SUMMONS FROM TAX AUTHORITIES
We answer all enquiries and summons from the tax authorities as part of the assessment proceedings for our clients.
REVIEW OF TAX INVOICES
We ensure that our clients provisional and final tax invoices are correct and in line with expectation and that our client benefit from our payment recommendation.
REVIEW OF TAX ASSESSMENTS AND ALLOCATIONS
The contents of tax assessments can be highly complex, particularly when it comes to inter-cantonal or international situations where tax allocations must be taken into account. We review and confirm that our clients tax assessment is correct or else we lodge a prompt appeal where necessary.
SPECIAL TAXES
A part from their annual tax return for direct taxes, clients may also incur other taxes that need to be declared. In this case, we also intervene and handle all client’s tax declaration, such as:
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Capital gains taxes when you sell real estate;
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Notification to the tax administration about indirect taxes (VAT); or
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Inheritance and gift taxes;
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Those special taxes are often worth discussing the assessments with tax authorities in advance, specifically regarding the valuation of real estates, investments and assets from an estate.
PREPARATION AND APPEAL PROCEDURES
Our tax specialists assist and advise our clients in case of improper assessments to submit an objection in a timely manner. We support our clients through the entire appeal procedure, be it an objection, a complaint or legal recourse, and make sure that all deadlines are met.
Family Office Services
Increasingly, family companies owned by a second or subsequent generation are establishing family offices that support the owners in their duties and obligations. If a Family Office only support one family, it is called a “single-family office”, while a “multi-family office” works on behalf of several families. The needs of owner families vary. Correspondingly, the structures and set-up of family offices differ in order to meet the varied duties:
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Joint venture
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Charitable projects of the families
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Philanthropic endeavours
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Private equity and venture capital investments by the family
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Tax and legal advice for shareholders and family members
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Preparation of tax declarations
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Family governance, including planning and conducting family board meetings, shareholder and family meetings.
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Managing joint investments and real estate or family companies
HIGH LEVEL OF EXPERTISE
Family offices support the family members in their property and asset obligations and contribute to a positive relationship between owners and companies as well as the family and assets. We support single and multi-family offices with our entire range of services. Particular attention is paid to the set-up of and support for a family office.
SUCCESSFUL FAMILY OFFICES ARE CHARACTERISED BY:
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A simple organizational structure
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Clearly defined asset objectives
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Family values and duties
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Long term investment focus and financial independence
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Highly qualified key employees, particularly for the core activity of the family office
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Careful risk management, monitoring, reporting and asset consolidation
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Highly developed family governance and documentation
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Independence of external interests and financial products
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Intelligence “make or buy” decisions when determining whether to use external or internal arrangements, taking accounts costs, economies of scale and infrastructure
CLEAR STRATEGY
We assist our client and prepare their business plan for the establishment and management of their family office, and evaluate the advantages and disadvantages of internal and external management of the family office.
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What the Family Office should focus on?
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How can long-term value be generated?
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What are the key value drivers of a strong enterprise or a long-term corporate governance?
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How does your family office can adapt to a quick change of the economy and regulatory environment?
VALUABLE SYNERGIES
We are convinced that a simple and effective organization and communication within the family office is an important success factor. The collaboration between the family office and an independent external service provider creates synergies and can contribute decisively to the success of a family office. Our open service architecture supports you exactly where your o buy analysis might lead you to choose external managements: