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Other services

Advisory Services for Entrepreneurs

Tax planning is one of the main parameters of the wealth planning. We offer comprehensive and proactive tax solutions. The purpose is to maximise the income after tax and optimise fiscally the structure of private and commercial wealth. Our sister company Multifiduciaire Léman SA provides a wide range of services for Entrepreneurs.

Switzerland occupies a place of world leader in the filed of wealth management: one third of world’s private wealth takes the services of Swiss asset managers. This success confirms by itself the professional and ethical standards of this industry.

Family Advisory

The professional services we provide are devised to meet the particular needs that come with owning substantial family assets. Numerous families of this profile are turning to the specialized service: Family Office. Our number one concern is to act in the interest of your family as a whole and its individual members

Our expertise is based on years of experience at the service of wealthy families. Through our guidance, we help them reach their goals, providing all the support they need in terms of wealth management.