Legal, tax and financial advice
for clear and forward-looking decisions
We advise private individuals, companies, foundations and NPOs on all legal and tax issues - from matrimonial and inheritance law to corporate and succession planning, foundation formation, tax exemptions and the design of investment guidelines.
Our legal and tax advisory services
We optimise the legal and tax aspects of your estate: from matrimonial property and inheritance agreements to wills and estate settlement. We support entrepreneurs in the planning and implementation of company succession.
- Marital property and inheritance contracts
- Wills and gift agreements
- Purchase and assignment agreements
- Estate settlement and administration
- Planning and implementation of company succession
We analyse your tax situation, identify opportunities for optimisation and support you in implementing them. On request, we can take care of your tax returns in all cantons, including special cases such as inheritances, property gains or withholding tax reclaims.
- Tax optimisation for private individuals and companies
- Advice on the formation of companies
- Preparation of tax returns (income, assets)
- Special cases: inheritances, property gains, withholding tax reclaims
- Ongoing tax support and compliance
Whether asset accumulation, pension planning or retirement: we create scenarios, plan capital flows and help you choose the right pension solutions - including tax and liquidity planning.
- Analysing income, expenses and assets
- Pension planning (pillars 1-3), retirement and early retirement scenarios
- Selection and review of private insurance and pension contracts
- Planning capital flows and liquidity
We advise you on property financing, compare offers and help you choose the right mortgage or amortisation model.
- Comparison and negotiation of mortgage offers
- Advice on loan and credit agreements
- Planning amortisations and asset flows