360° Consulting & Assistance

Together with our network partners, we offer you not only wealth management but also advice and support in the areas of personnel administation, fiduciary services, legal advice, auditing and insurance.

Consulting & Assistance

Network partners


360° Consulting & Assistance

Fiduciary Services

Support and advice for national or international customers.

  • financial accounting
  • customer & vendor Accounting
  • annual financial statements (consultation and design)

Payroll and HR Administration

Management of payroll and personnel administration. Support and advice on the expansion of your company.

  • payroll accounting
  • payroll payments
  • social security
  • employment contracts

Collective Labour Agreements

Monitoring compliance with collective labour agreements.

  • Implementation and monitoring of collective employment agreements subordination controls.

Tax Services

Support and implementation of various tax solution.

  • preparation of VAT statements
  • tax returns for natural and legal persons
  • tax returns for special taxes (inheritance, real estate gains etc.)
  • general advice
  • tax planning
  • tax optimisation


Bookkeeping, personnel administration or management on-site temporary (e.g. in case of illness, accident, maternity) or permanent cover


Conducting limited and ordinary audits as well as industry and special audits.

  • final examinations
  • special audits
  • company valuations

Wealth Management

Consulting and support of national and international customers.

  • professional asset management
  • diversified solutions through the use of different asset classes
  • investment strategy as desired from conservative to capital gains oriented
  • comprehensive and transparent reporting

Real Estate

  • management
  • administration
  • sale
  • financial Intermediation


Assistance and support in labour, marriage, family and corporate law.


Support in the selection, arranging, finalisation and review of existing insurance policies.

Board of Directors' mandates

Member of the Board of Directors and thus strategic advisor to the company.

Our network partners

Fasan Lohn GmbH
Sperber Revisions GmbH