Investment consulting

Our services comprise the following:

• Tax structuring

  Investments, holdings, managed accounts, securitisations and investment funds; may your investors be (highly) taxed or tax exempt, retail or institutional, we help you to find and set up your tailormade solution.
  

• Swiss taxes

  Tax rulings and tax compliance in profit and income tax (Federal, State or Community), withholding and stamp tax (securities issuance or transfer tax, insurance stamp tax), as well as Value Added Tax (VAT)
  

• Transparency

  Advisory and support in Automatic Exchange of Information (AEoI), Common Reporting Standard (CRS), US-FATCA & Qualified Intermediary (QI), Base Erosion Profit Shifting (BEPS) by OECD, European Savings Directive (EUSD), Anti Money Laundry (AML), Know Your Costomer (KYC), Tax Information Exchange Agreements (TIEA) and Group Requests
  

• International Tax Coordination

  Tax due diligence of investments, international source and withholding taxes (WHT) and tax filing obligations, application of double tax treaties (DTT), Relocations.
  

• Conflicts

  Due to our expertise and excellent contacts we support you in tax audits, tax related litigations and other successful negotiations with tax authorities and FINMA.