Financial management
Introductions and follow-up with prestigious private banking establishments, important banks, and asset managers specialized in Switzerland and abroad. Realization of sales portfolios, financial analyses, and documentary credits in collaboration with agents recognized in Switzerland, Morocco, the United Kingdom, and the Russian Federation.
International Small and Medium Enterprises
Specialist of international small and medium businesses with activities on all continents. Setting up of legal structures and smooth reorganization, establishment of companies, opening of bank accounts, customized creation of transfer cost policies for billing between businesses of the same group. Outsourcing of accounting services, drafting of company policy manuals, obtention of residence and/or work permits for employees and managers, and administrative procedures with fiscal and social structures.
Physical persons
Tax returns, appeals, and representation with fiscal authorities (in Switzerland, the United Kingdom, and Morocco only), study of the application of double taxation conventions, fiscal planning, negotiations of fixed price (taxation according to expenditure in Switzerland only), optimization of tax collection and settlement of litigations.
Fiscal optimization
Creation of offshore, trust and stock companies, customized establishment of fiscal and banking structures with the aim of fiscal optimization in Switzerland (request for special status) and abroad (financial centers and tax havens) of business operations and intra-groups, dividend distribution, capital gains and successions.
Legal advice
Specialized in corporate and tax law. Drafting and follow-up of business contracts in the service sector. Services in administrative law, bankruptcy law, and penal law (in Switzerland only) in close collaboration with legal advisors and lawyers. Conflict management, defense of interests, mediation, law on unfair competition, settlement of litigations.
Multi-disciplinary network
With other independent entrepreneurs and specialists, we have set up a network of professionals to facilitate introductions and follow-up measures with notaries, lawyers, company administrators, consultants, brokerage companies, specialized insurance brokers, promoters, real estate managers, and human resource experts.