Advice for life's big moments
Retirement, separation, moving to Switzerland — personal advice when life demands administration.
Some decisions are made once — they should be right.
Planning retirement, reorganising finances after a separation, arriving in Switzerland: we advise you personally, confidentially and in your language.
You don't get standard solutions, but a clear map of your situation — and concrete next steps.
PRIVATWhat's included
Pension & retirement
Pillar 3a, pension fund, gaps — plan in time instead of regretting late.
Separation & divorce
Financial disentanglement, taxes, pension equalisation — accompanied matter-of-factly.
Moving to Switzerland
Arriving in Switzerland: taxes, insurance, dealing with authorities.
Budget & recovery
Regaining the overview — discreetly and without reproach.
Four steps to relief
Free initial consultation
We listen and tell you honestly what you need — and what you don't.
Offer with fixed-price logic
You know the cost in advance — no surprises on the invoice.
Clean handover
You send us your documents and open items — we take them over in a structured and timely way.
Ongoing care
A fixed contact person, proactive deadline reminders, reachable in seven languages.
In short
In which languages do you advise?
German, English, French, Albanian, Bosnian, Turkish and Azerbaijani — so you can discuss complex topics in your strongest language.
Do you work with lawyers?
Where legal questions go beyond fiduciary advice, we work with experienced lawyers — coordinated by us.
What does an initial consultation cost?
The first conversation is free. After that we agree the scope transparently — by effort or flat rate.
How confidentially do you treat my situation?
Absolutely confidentially — discretion is the professional foundation of fiduciary work. Your documents and your story stay with us.
Do you also help with filling in official forms?
Yes — applications, registrations and correspondence with authorities: we complete them with you or take them over entirely, explained in your language.
This may also concern you
Tax Return
Tax returns for private clients — complete, on time and with every deduction you're entitled to.
Learn more →02Insurance
Independent insurance advice — review policies, close gaps, cancel duplicates.
Learn more →03Translations
Commercial and private documents, carefully translated — with fiduciary expertise behind the terminology.
Learn more →