One expert for your file
They know your situation and answer the important questions personally.
Our philosophy
One expert responsible for your file, with fees announced in advance.
What guides us
Your matters are connected, we handle them together
BM Tax + Legal SA is a Geneva wealth advisory firm with an in-house fiduciary department. Together with BM Audit Advisory SAS in Paris and Alpina Audit for statutory audit, the BM Group brings together accounting, tax, corporate law and audit, in Switzerland and in France.
Our conviction is simple: your tax, accounting, legal and wealth questions are interlinked and deserve to be handled together. That is why every client is followed by one expert, who knows your whole situation and brings together our in-house practices and, where needed, a small circle of trusted partners.
One relationship, an overall view, better-prepared decisions.
Key figures
- Year founded
- 1997
- Clients supported in Switzerland and France
- 1000+
- Offices: Geneva, Carouge and Paris
- 3
- Countries covered
- 2
Our method
Understand, design, implement, sustain
Four steps, led from start to finish by your expert.
- Step 01
Understand
A free initial meeting with your expert to understand your situation as a whole.
- Step 02
Design
Our practices work together to build a coordinated solution, set out in an engagement letter: scope, timeline and fees.
- Step 03
Implement
Implementation, with our partners where necessary, led by a single point of contact.
- Step 04
Sustain
Long-term follow-up, with regular reviews with your expert: deadlines, legal changes, succession.
Our integrated model
BM at the centre, your areas of expertise around it
Partners
Banks and financingPartner
Buyers and investorsPartner
Notaries and lawyersPartner
Real estate expertsPartner
BM practices
Accounting, reporting and consolidationBM practice
HR and payrollBM practice
TaxBM practice
Law and restructuringBM practice
Client
Your expert
Direct link
BM practices
Corporate finance and M&ABM practice
Wealth and successionBM practice
Real estateBM practice
Switzerland-FranceBM practice
Around
Our eight practice areas
Accounting, HR and payroll, tax, law, corporate finance, wealth, real estate and Switzerland-France, handled directly by our teams.
At the centre
Your expert
Your single point of contact. They know your whole situation and coordinate every intervention.
Outside
The group and our partners
Statutory audit by Alpina Audit Sàrl, the ASR-licensed audit firm of the BM Group, and a small circle of selected partners, brought in only when your file requires it.
The BM Group
Three companies, in Switzerland and France
BM Tax + Legal SA, Alpina Audit Sàrl and BM Audit Advisory SAS form the BM Group. Each company has its own field of expertise; together they support our clients in Switzerland and France.
Geneva · SwitzerlandBM Tax + Legal SA
Geneva wealth advisory firm with an in-house fiduciary department: accounting, tax, corporate law, payroll and advisory services for businesses and private clients. Your expert coordinates your entire file.
Our expertise
SwitzerlandAlpina Audit Sàrl
The BM Group’s audit firm licensed by the FAOA (ASR). Statutory audits are entrusted to it.
alpina-audit.ch
Paris · FranceBM Audit Advisory SAS
Our Paris firm, registered with the Ordre des experts-comptables: accounting, audit and financial support in France.
vcyaudit.com
Our commitments
Three principles
Independence
We sell no financial products and receive no retrocessions. Our fees are set out in the engagement letter.
Confidentiality
Your files are handled by a small team and hosted in Switzerland.
“Working with this team was the best decision for our cross-border group. A dedicated expert from day one, complete transparency and exemplary Swiss rigour.”
Next step
Let’s start by understanding your situation
One expert responsible for your file, with fees announced in advance.