Individuals & families
All our services for individuals, families and cross-border commuters.
01 · Taxes and tax returns (7)
Tax returns
We prepare and file your tax returns on time, claiming the deductions to which you are entitled.
Tax optimisation
Pay the right amount of tax, no more: we use the options provided by law, and only those.
Tax regularisation (voluntary disclosure without penalty)
Do you have undeclared income or assets? A first voluntary disclosure allows you to regularise your situation without a penalty, if the legal conditions are met: only the evaded tax and interest are due, for ten years at most.
Tax advice
Every major decision has a tax cost. We quantify it before you decide.
Tax disputes
Objections, appeals and defence against the tax authorities, up to the courts if necessary.
Lump-sum taxation
For certain individuals who settle in Switzerland without working there, tax may be calculated on their expenditure rather than on their worldwide income and wealth.
Change of domicile
Moving to another canton, settling in Switzerland or leaving it: we quantify the tax impact and handle the formalities.
02 · Wealth and investments (3)
Financial products
We determine how your investments are taxed. We do not sell any financial products.
Investing in Switzerland
Choosing the right vehicles and anticipating the taxation of your investments in Switzerland.
Bank account
We help you open a personal account in Switzerland, with a complete file.
03 · Real estate (5)
Real estate taxation
The tax cost of a property, from purchase to sale, in Switzerland and in France.
Property valuation
With our partner real estate experts: the market value of your property for a sale, a succession, a division or financing.
Buying and selling real estate
We structure your real estate transactions and draw on our network of buyers, sellers and partners, including for off-market opportunities in Switzerland.
Lex Koller
Persons abroad within the meaning of the Lex Koller, in particular foreigners domiciled outside Switzerland, may only buy residential property in Switzerland within certain limits. We check whether your purchase is possible and prepare the application for authorisation if necessary.
Direct ownership or through a company (SI, SCI or other structure)
Directly, through a real estate company (SI) or a French property holding company (SCI): we work with you to choose the structure suited to your real estate assets.
04 · Succession and gifts (3)
Succession
Who inherits what, and with what taxes? We organise your succession with your notary and support the heirs once the succession has opened.
Gifts
Passing on assets during your lifetime: we quantify the tax in each canton or country concerned and prepare the deeds.
Family business succession
Preparing the transfer to the next generation without weakening the business.
05 · Legal support (2)
06 · Switzerland-France (2)
Are you also an executive or self-employed?
The same expert handles your whole situation.
Let’s talk about your situation
Meet an expert in Geneva, in Paris or by video call.