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 prepared for you
Tax returns for private clients: complete, on time and with every deduction you're entitled to.
Learn more →02Insurance & health insurance
Independent insurance advice: review policies, close gaps, switch health insurer.
Learn more →03Translations
Commercial and private documents, carefully translated, with fiduciary expertise behind the terminology.
Learn more →