A family and its holding structures generate a constant flow of tax and administrative obligations. Taken individually they are manageable; together they call for rigorous coordination.
We coordinate this compliance and administration, drawing on the expertise of an established Geneva fiduciary group. You keep the overview, without carrying the load.
Swiss tax compliance
Coordination of filings and tax obligations for family members and holding structures.
Administrative oversight
Tracking of deadlines, formalities and counterparties, for administration with no blind spots.
Payments and cash flow
Administration of payments and monitoring of cash flow, with controls and traceability.
Document management
Filing, retention and provision of the documents your advisors need.
Tax optimisation
Tax planning and optimisation within the Swiss framework: structuring of income and holdings, lump-sum taxation (forfait fiscal) for families relocating to Switzerland, and coordination of the arrival with cantonal authorities.
Domiciliation and mail
Domiciliation of structures in Geneva, receipt and management of the family's and entities' mail: sorting, digitisation, forwarding and follow-up of required actions.
Payroll management
Payroll for all your employer roles: household staff, employees of your structures and of your family office — contracts, Swissdec payroll, social insurance, source tax and permits.
What families typically ask us to coordinate
Common situations, described in general terms. None refers to a particular family.
The situationThe returns of several family members and their structures, instalments and bank certificates: deadlines overlap and documents go missing.
Our roleA single tax calendar, documents gathered in advance and passed to the appointed specialists, payments monitored.
The situationThe family is considering lump-sum taxation and wants to understand what it entails before deciding.
Our roleCoordination with the tax adviser, preparation of the information the administration requires, follow-up of the file over time.
Administration under control
You keep control and the overview; we take on the administrative execution and the coordination with your tax advisors.
Tax and administrative coordination is carried out with your tax and legal advisors. Ridger provides coordination, reporting and administrative oversight. Ridger does not manage assets and does not provide investment advice.