Accounting & Taxes

Accounting, Bookkeeping & Financial Reporting
Accounting & Bookkeeping
Financial Reporting (Balance Sheet – Profit & Loss Account – Management Report)
Budget Management & Planning
MIS (Management Information Systems) Reporting
Accounting Software Solutions Assessments & Implementations
Client Billing & Suppliers Invoices Payments
Any Other Services Requested
Payroll & Social Security Contributions Administrative Services
Staff Payroll & Social Security Contributions Administration and Management
Any Other Services Requested
Taxes, Tax Planning & VAT
Corporate and Private Tax Planning Advice
Tax Declarations
VAT Declarations
Any Other Services Required
Audit Services
Internal Audit
External Audit
Internal Controls Systems (Assessment – Enhancements – Implementation)
Resolution and Implementation of Recommendations of Audit Findings
Any Other Services Required
Banking Relations & Payment Services
Opening Banking Relationships
Administering & Optimizing Banking Relationships & Bank Accounts Charges & Fees
Invoice Payment Services
Any Other Services Required

Consulting & Advisory

Project Management
Feasibility Studies & Business Plans
Business Setups or Divestitures (Local & Offshore)
Change Management Projects
Regulatory & Compliance Projects (KYC – AML – FATCA – CRS – Etc.)
PMO - Project Portfolio Management
Day-to-Day Management of Projects
Any Other Services Required
Financial Consulting & Advisory Services
Strategic Direction & Business Development Planning
Organizational – Process – IT System Enhancements/ Optimization
Service Quality Reviews
Corporate Governance Reviews, Development & Implementation
Regulatory, Compliance & Risk Management Reviews, Development & Implementation
Cost Savings Programs
Procurement Policies & Procedures
Any Other Services Required

Corporate & Family Office Services

Independent Board of Directors Mandates
Independent Board of Directors Mandates: Corporate Entities, Foundations & Trusts
Any Other Services Required
Corporate & Trust Services
Incorporation – Merger – Liquidation of Swiss and Offshore Companies
Companies Domiciliation
Companies Records Maintenance
Corporate Governance: Maintenance of Shareholders and/or Board of Directors Meetings & Minutes
Independent Board of Director Mandates
Any Other Services Required
Family Office Management Services
Wealth Planning
Wealth & Portfolio Management
Tax Planning
Trust & Corporate Services
Family Governance
Charity & Philanthropy
Accounting/Bookkeeping & Financial Reporting
General Administrative Support Services
Payment of Current & Household Expenses
Any Other Services Required

Parkring 7
8002 Zürich

P + 41 (0) 44 390 22 88

Mr. Andreas Economides
M + 41 (0) 79 440 58 98

Ms. Patricia Fracassi
M + 41 (0) 76 489 69 64

We look forward hearing from you and responding to your queries.