We are not based in Lausanne, and we prefer to say so plainly. Our office is in Geneva, a short distance away, and the way we work lends itself well to remote support.
A digital platform, consolidated reporting and video calls make up the day-to-day. When it is useful, an in-person meeting can be arranged, including at our Geneva office.
From Geneva, at your pace
You follow your wealth online, at any time, and we stay reachable through the channel you prefer. For important reviews, an in-person meeting can be arranged when useful.
Your Vaud advisers, coordinated
We work with your current banks, notary, lawyer and fiduciary. We gather the documents needed by the Administration cantonale des impôts (ACI) and follow the calendar with your tax adviser.
Tax and succession in Vaud
The taxation of wealth and inheritance differs from one canton to another. These questions are handled with your tax advisers and notary; we make sure they have complete, up-to-date information.
What we do for your family
- Consolidated reportingA single view of your entire wealth — banks, custodians, real estate, private equity, collectible assets. Independent of any bank, with full transparency on performance and fees.
- Investment oversightMonitoring of mandates and managers, consolidated performance, fee and risk reviews, and preparation of your family investment committee. Oversight and coordination — never asset management.
- Family office coordinationA single point of contact orchestrating bankers, lawyers, notaries, tax advisors and insurers — through to household management and special requests.
- Governance & successionFamily charters, next-generation education, estate planning and succession coordination under Swiss law, with trust and foundation structures via established Swiss partners.
- Tax & administrationSwiss tax compliance and optimisation — including lump-sum taxation — payroll for your employees and household staff, domiciliation, mail and administration.
- Digital vaultAn encrypted family document vault with Swiss data residency, structured records and controlled sharing with your advisors.
- Real estate & transactionsProperty management and administration of your assets, sourcing and evaluation of opportunities, and transaction coordination with notaries, banks and due diligence.
- Property managementOwner-side administration of your residences and rental properties: leases, service charges, managing agents, works and consolidated reporting.
- Household staff and payrollRunning your residences and every employer obligation for your household staff: contracts, social insurance, payroll and certificates.
- Relocation and residenceYour family's move to Switzerland, coordinated: permits, registrations, health insurance, schools, housing and tax status.
- Domiciliation and mailA correspondence address in Geneva, receipt and scanning of your mail, and follow-up of every deadline.
A first conversation, with no commitment
By video call or in Geneva, a confidential meeting to review your situation and your priorities.