We know that you treasure practical solutions. We do too! In the area of private client tax, we advise you and your family on all types of income and every kind of business in your asset management units; we are always completely up-to-date and are attentive to your requirements and needs for advice. 

We always act discretely, and through our global network a fixed team is always available to take care of everything, so we don’t have to consult outside the company. 

Our expertise

Our proximity to you, the client, allows us to act in your best interests. We can, for example, get involved in questions concerning your personal planning early on. This includes active residence management and compilation of your monthly financial accounting, and tax assessment of your car, plane and dog. We will give you advice on all your investment issues and proactively consider your taxes for you. 

When it comes to tax, we quickly identify needs and opportunities because we keep an eye on your assets management in interaction with our asset accounting on a daily basis. With our global network, we can overcome every challenge you face and answer your questions worldwide, in full, as well as related to projects.

For private clients, foundations and asset management companies, we offer:

  • A digital accounting interface for securities
  • Compilation of partial statements for securities
  • Assistance with tax audits and appeal proceedings
  • Multinational family groups – residence in multiple countries, immigration and exit taxation with respect to income tax 
     

We offer tailored services to private clients, foundations, and asset management companies to help them meet tax and legal requirements efficiently. Our range of services includes:

  • Digital Booking Interface for Securities ("DBS"): Efficient processing and transparent tracking of your securities transactions.
  • Interim Financial Reporting for Securities Portfolios: Accurate reporting for optimal financial oversight.
  • Support during Tax Audits and Legal Remedies: Competent assistance in tax audits and legal proceedings.
  • Advisory Services for Multinational Family Structures: In-depth expertise in cross-border residency issues as well as inbound and outbound taxation under income tax law.

Rely on our experience and innovative solutions to confidently navigate your tax and wealth-related challenges.