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Fiduciary services

Personalised fiduciary support to simplify the management of your personal and administrative affairs.

OUR APPROACH

Simplifying your administrative tasks, supporting you every day

Managing personal and administrative matters can be time-consuming and requires organisation and specific knowledge. Our teams help you handle administrative procedures and keep track of your obligations, taking into account your individual circumstances and needs.

Our approach combines attentive listening, diligence and a close working relationship to provide practical solutions and personalised support, whether on an occasional or ongoing basis.

Understand

Understand your circumstances and identify your specific needs

Organise

Simplify your administrative tasks and ensure they are managed effectively

Support

Provide personalised assistance with your day-to-day administrative needs

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FIDUCIARY SERVICES

Less administration, greater peace of mind

Whether you need help organising personal documents, keeping track of administrative obligations or dealing with a specific situation, we provide tailored assistance to help you manage your personal affairs with confidence.

OUR EXPERTISE

Practical support to make everyday life easier

Assistance with specific administrative procedures

Certain personal circumstances may involve more complex administrative procedures. We help you organise the necessary information and coordinate the different stages of these processes.

Our services

✓ Assistance when moving home or experiencing a change in personal circumstances

✓ Preparation and monitoring of specific administrative applications and files

✓ Support with procedures involving public authorities

✓ Coordination with relevant professionals

✓ Administrative follow-up of procedures and deadlines

Personalised administrative assistance

We offer flexible support to individuals who need occasional or ongoing assistance with managing their personal affairs, taking into account their needs and level of independence.

Our services

✓ Occasional or ongoing administrative support

✓ Assistance with organising personal affairs

✓ Monitoring of administrative procedures and important documents

✓ Coordination with family members and authorised representatives

✓ Adaptation of our support as your needs evolve

TAILORED SUPPORT

A trusted partner to make everyday life easier

We value close client relationships built on attentive listening, discretion and a thorough understanding of your needs. Our teams provide personalised assistance with managing administrative matters and personal affairs.

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By combining our expertise in fiduciary services, tax advisory and personal advisory, we offer coordinated support tailored to your circumstances as they evolve.

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Together, let's achieve your ambitions

Have a question or a project in mind?

Our team is here to help.


GENEVA
 

+41 22 311 36 44


LAUSANNE
 

+41 21 641 46 46


YVERDON-LES-BAINS
 

+41 21 641 46 46


FRIBOURG
 

+41 26 426 36 36

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