Fiduciary · Comprehensive office
Holding the accounts of a company, hosting its registered office, administering its bodies, structuring its assets, securing its flows: a single office, six service lines, an unbroken discipline for three centuries. The Geneva fiduciary handles the entire lifecycle of a company and of its underlying wealth, without rupture between accounting, tax, legal and financial matters.
I · The profession in its continuity
Geneva fiduciary practice has been built around a simple principle: a wealth, a company, a family deserve a single counterpart who keeps the accounting, tax, legal and financial chronicle of their interests. Our six service lines extend this tradition and add the paymaster office for cross-border flows.
Access is by introduction. A tax lawyer, a private bank, a notary, a Senior Advisor signatory of our charter: someone who answers for your file before we examine it. We do not solicit clients, we welcome them.
Our fiduciary operates within the Swiss regulatory framework, with affiliation to the SO-FIT Self-Regulatory Organisation for activities falling under the Anti-Money Laundering Act.
II · Six service lines
Day-to-day bookkeeping, year-end closings, consolidated accounts, VAT returns, management reporting and dashboards. Compliance with the Swiss Code of Obligations and Swiss GAAP RPC standards on option.
Incorporation of Sàrl and SA companies, personal and group holdings, domiciliation at our Geneva office, bank account opening, RC formalities, FOSC publications.
Director mandates, legal secretariat, AGM and board notices and minutes, share and beneficial owner registers, statutory amendments.
Wealth mapping, holding structures, intra-family restructurings, usufruct arrangements, transmission planning, articulation between real estate and financial assets.
Individual and corporate tax returns, cantonal and federal optimisation, Patent Box regime, transfer pricing, double taxation treaties, support for Swiss residency and expatriation.
Dedicated office for complex cross-border transactions: escrow, IMFPA and MFPA, post-closing distribution, institutional KYC. Read the dedicated page →
III · Whom we serve
Families owning Swiss industrial, manufacturing and commercial SMEs. Holdings, intergenerational transmissions, articulation between operating and patrimonial assets.
Wealthy individuals based in Switzerland, candidates for Swiss residency, expatriates holding European and non-European assets. Personal structuring, holdings, international tax planning.
Founders and executives operating through one or several active companies, parent holdings, international structures. Consolidated accounting, administration, dividends, group tax optimisation.
In-house or outsourced family offices, accounting and legal services on managed vehicles, consolidated wealth reporting, coordination with private banks and asset managers.
Owners of residential and commercial real estate portfolios, Swiss and foreign SI/SCI, management accounts, optional VAT returns, support for acquisitions and disposals.
Individuals and companies holding patents, trademarks, know-how and licences. Articulation between personal intellectual property and commercial exploitation, royalties, Geneva Patent Box regime.
IV · Regulatory framework
Our fiduciary office is conducted by a Swiss company affiliated with SO-FIT (Supervisory Organisation for Financial Intermediaries and Trustees) under reference number 1490, a self-regulatory body authorised by FINMA since 2020. All AMLA activities are subject to continuous control, annual prudential training and dedicated audit.
Four normative pillars structure our practice: Anti-Money Laundering Act, Financial Services Act, Financial Institutions Act, and the FINMA supervisory authority. Our framework aligns with the standards of Geneva's private banks with which we operate.
Every mandate is the subject of a complete regulatory file kept for ten years in compliance with the AMLA. Documents are available to regulators, tax authorities and statutory auditors of counterparties upon motivated request.
V · Our method
No fiduciary office handles a serious wealth alone. We work systematically with the client's private bank, their notary or notaries and, where complexity warrants, an independent tax lawyer or an audit firm approved by the Federal Audit Oversight Authority (FAOA/ASR). This triangulation guarantees the independence of opinions and the quality of decisions.
We are not a counter: we are a house. Engagements are annual, tacitly renewed, but renewed only by common will. The average duration of a fiduciary mandate at our house exceeds seven years, a sign that service quality prevails over commercial rotation.
For activities strictly falling under statutory audit, we do not operate in-house: we rely on a partner firm approved by the Federal Audit Oversight Authority (FAOA), chosen according to the size and complexity of the entity.
VI · Discretion as method
We never publish the identity of our principals. We never name our institutional partners. No assets under administration, no mandate count, no reference is disclosed outside a restricted circle bound by an extended confidentiality undertaking.
The operations conducted in our office are not commented on, not mentioned, archived only with their beneficiaries and the competent regulatory authorities. This asceticism is our principal asset.
The custody of a wealth is a matter of disciplined silence.
VII · Entering into relationship
If your wealth or your group warrants the attention of a Geneva fiduciary office, or if one of our institutional partners has already referred you to our house, we would be pleased to review your situation. The first interview takes place in Geneva or by secure videoconference, after signature of a preliminary confidentiality agreement.