swissglobal family office ag

Dienstleistungen

family office

We support you with expertise and discretion throughout all generations.

Question Mark

Do you live in a complex family constellation?

Book

We are your exclusive partner.

We support you in all family matters, especially the next generation. We will relieve you of time-consuming and challenging tasks.

Handshake

You have the control.

You keep the important themes under control and work with us to plan the timely realisation of necessary actions to shape your future according to your wishes.

family office - SERVICES

Family Tree

Complete Family Office

Based on our experience, we offer professional support in all matters. Benefit from our all-round support and use your time efficiently.
  • - Selection and control of asset managers
  • - Risk management of your assets
  • - Financial planning
  • - Tax planning
  • - Legal support
  • - Support in family matters
  • - Lifestyle-Services
Estate Settlement

Estate planning

Arrange to have your assets divided according to your wishes and avoid legal and financial problems with our support.
  • - Inventory of the estate
  • - Valuation of the estate
  • - Preparation of the last will
  • - Estate administration
  • - Resolving conflicts
  • - Communication
  •  
Relocation

Relocation

Are you changing your place of residence due to private or career changes? This process often involves a lot of administrative work. We are pleased to support you along the way.
  • - Relocation planning
  • - Housing search
  • - Property projects
  • - Advice on the Swiss tax system
  • - Registration authorities
  • - Schools and educational centers
  •  
General administration

General administration

Where you might see annoying office work, we discover our mission. We promise a smooth and efficient handling of your administrative tasks.
  • - Representation of authorities
  • - Payment transactions
  • - Postal services
  • - Insurance policies
  • - Health insurance
  •  
Network Benefits

Network benefits

Our varied network gives us access to a wide range of expertise and resources, allowing us to offer you the best possible support.
  • - Access to business owners
  • - Access to auditors
  • - Access to financial experts
  • - Access to lawyers
  • - Business opportunities
  • - General networking opportunities

FIDUCIARY

Financial responsibility in trusted hands - timely impulses and proven expertise.

Question Mark

Are you ready to let go of paperwork?

Are you looking for simplification, efficiency and the opportunity to focus on more important things?

Book

We take care of your administrative obligations.

With great care and commitment, we make sure that you comply with the legal rules and receive an efficient service that matches your needs.

Handshake

You can focus on your main business.

You are free from time-consuming administrative tasks and can focus on your business without any worries.

FIDUCIARY - SERVICES

Calculator

Bookkeeping

To keep your company on the road to success, we ensure that your bookkeeping is kept on time, precisely and in accordance with legal requirements.
  • - Organisation of finance and accounting
  • - Financial accounting management
  • - Interim financial statements
  • - Annual accounts
  • - Value added tax accounting
  • - Advice on annual financial statements
Human resources

Human resources

Dedicate yourself to your staff and leave the administration to us. Because a successful company starts with happy employees.
  • - Payroll accounting
  • - Personnel administration
  • - Withholding tax settlements
  • - Payroll declarations
  •  
Taxes

Taxes

We prepare your tax declaration with care and expertise. With our experience, we can identify and implement tax optimisations.
  • - Tax returns for natural persons
  • - Tax returns for legal entities
  • - Recognising and implementing tax optimisation
  •  
  •  
  •  
Administration

Administration

We are happy to take on all administrative challenges and take the pressure off you so that you can focus fully on your business goals.
  • - Correspondence with authorities
  • - Clarifications in all areas
  • - Advice on insurance
  •  
  •  
Organisation

Organisation

Set up your company with us and lay the foundations for a successful future.
  • - Founding a company
  • - Company presence
  • - Mutations
  • - Project support
  • - Management consultancy