Our services
The services we offer cover the full spectrum of your needs.
Our services cover a wide range of complementary specialities. In the event of a request requiring dedicated expertise, we consult experts in complete transparency to enable you to meet your requirements. Our network enables us to deal with all kinds of issues, whether investment, legal or specific taxation.
Our services are comprehensive and tailored to the needs of our customers and the context in which they operate.
- Company Formation and Bank Account Opening
We assist you in every step of setting up your company in Switzerland, including opening a bank account. Our established relationships with local banks ensure a smooth and expedited process for this crucial aspect of your business. - Administrative Procedures
We handle all administrative procedures necessary for your relocation. From obtaining work and residence permits to registering your company with Swiss authorities, we take care of everything to ensure a seamless and compliant setup. - Insurance Management
Managing insurance is vital to protecting your business and employees. We provide guidance and support in selecting and subscribing to insurance policies tailored to your specific needs, including professional, personal, and health insurance. - Account Closure and Liquidation
In the event of business cessation, we assist you with closing accounts and liquidating your company. We ensure all procedures are carried out in compliance with Swiss regulations, minimizing risks and complications. - Visa and Permit Services
We simplify the process of obtaining visas and work and residence permits for you and your employees. Our expertise in immigration law ensures efficient and stress-free handling of all immigration procedures.
Legal Expertise: With a strong legal background, we guarantee a thorough understanding of Swiss laws and regulations.
Personalized Approach: Every client is unique. We provide customized solutions tailored to your specific needs.
Local Network: Our connections with banks, authorities, and local service providers streamline your processes and expedite your setup.
Helviva your Swiss Family Office
We take the same approach as a family office when it comes to supporting you and your family in your various companies.
Holistic and Integrated Services
We believe in providing holistic and integrated services that go beyond traditional financial management. Our comprehensive approach encompasses all aspects of wealth, from financial planning and asset management to legal services, philanthropy, and lifestyle management. By integrating these services, we create a cohesive strategy that addresses every facet of your family's financial and personal life, ensuring that all elements work together seamlessly to support your overall well-being.
We believe in providing holistic and integrated services that go beyond traditional financial management. Our comprehensive approach encompasses all aspects of wealth, from financial planning and asset management to legal services, philanthropy, and lifestyle management. By integrating these services, we create a cohesive strategy that addresses every facet of your family's financial and personal life, ensuring that all elements work together seamlessly to support your overall well-being.
Long-Term Relationship and Trust
Building and maintaining long-term relationships based on trust is fundamental to our philosophy. We strive to be more than just advisors; we aim to be trusted partners and stewards of your family's wealth. Our commitment to transparency, integrity, and confidentiality ensures that your family's interests are always our top priority. We work diligently to understand your family's values and objectives, fostering a relationship built on mutual respect and trust, which allows us to provide guidance that is in the best interest of your family across generations.
Building and maintaining long-term relationships based on trust is fundamental to our philosophy. We strive to be more than just advisors; we aim to be trusted partners and stewards of your family's wealth. Our commitment to transparency, integrity, and confidentiality ensures that your family's interests are always our top priority. We work diligently to understand your family's values and objectives, fostering a relationship built on mutual respect and trust, which allows us to provide guidance that is in the best interest of your family across generations.
Personalized Wealth Management
At the core of our family office is a commitment to personalized wealth management. We understand that every family is unique, with distinct goals, values, and needs. Our approach is tailored to fit the specific financial objectives and aspirations of each family member. By offering bespoke investment strategies, estate planning, and tax optimization services, we ensure that your wealth is managed in a way that aligns with your family's vision and legacy.
