Pro Fiducia Treuhand AG

Family Office

You would like to keep your assets and transfer them to your children without losing any substance due to inheritance tax? There are various options available under Swiss laws governing foundations, which allow you to transfer your assets into a charitable foundation and at the same time allow a third party to benefit from regular donations. For this purpose, we will conduct an individual analysis of your assets and advise you regarding appropriate measures.

Establishing a company

Canton Nidwalden – an attractive location You would like to establish a company and benefit from any regulations and guidelines that will guarantee you interesting and attractive locations? We will advise you as to company and/or legal structures best suited to your needs; how you can transfer capital to the new location without experiencing problems with the tax authorities in your home country; and how you can effectively realise profits from a tax point of view.

Fiduciary

Fiduciary Services

• Planning, establishment and managing of companies and trusts
• Interim management
• Taking on mandates on supervisory boards
• Consultations in connection with the drawing up and implementation of business plans
• Settling matters relating to succession, restructuring and restoring the financial soundness of companies
• Outsourcing

Corporate Finance

• Support in matters relating to financing
• Mergers and Acquisitions – consultation and integration
• Company valuations
• Leveraged and management buyouts
• Stock exchange introductions (IPOs) and Going Private

Accounting

• Organisation and financial accounting
• Interim and annual financial statements
• Debtors, creditors and personnel accounting
• VAT Returns
• Operational accounting
• Financial planning and controlling
• Balance sheets according to FER/IAS (IFRS) / US-GAAP

Consultation

• General consulting of companies

Cash Management

• Account Management
• Money transfers according to defined structures

Claims management

• Risk management
• Checking credit standings

Collection

• Collection trustees
• Collection of debts

Law and Taxes

• Drawing up of contracts and documents
• Legal advice and consultation in matters relating to the administration of an estate

Family Office

• Individual, comprehensive and independent consultation of wealthy families and private persons with regard to all capital-forming investments

Real Estate

• Real estate trust, real estate financing and accounting
• Project management (financial) and funding concepts

Contact Pro Fiducia Treuhand AG

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