Trust and consulting company

Presentation

AltaConsulting is a trust and consulting company. We want to bring to our clients all the expertise and knowledge acquired by our partners and employees throughout their many years of professional experience, without geographical limitation.

In a world of globality and proximity, our vast network of national and international partners and colleagues enables us to guarantee to our clients quality services and an ability to adapt efficiently to the requirements of an ever-changing environment.

Our values support our professional skills: trust, listening, respect and loyalty to our clients, thus providing them with the solutions and synergies that will enable them to achieve their goals successfully.

Our associates and collaborators accompany our clients throughout their collaboration, in French, English, Spanish, Italian and Portuguese.

Services

Fiscal matters

National for individuals and corporations

  • Tax analysis and advice
  • Tax filing
  • VAT Returns
  • Establishing special tax forms
  • Tax representation to the authorities
  • Procedures for special fiscal statutes (forfaits)

International for individuals and corporations

  • Tax analysis, planning and optimization
  • Offshoring and expatriation
  • Golden Visa
  • Management and monitoring of the home-deed process
  • Management and follow-up of the procedures with the tax authorities
  • Management and monitoring of property for principal residence

Accounting

National corporations

  • Incorporation, administration and management
  • Financial accounting with intermediary and annual closings
  • Accounting receivables and creditors
  • Billing and payments
  • Financial statements
  • Assistance and advisory in the implementation and management of accounting
  • Companies valuations, economic and financial analysis
  • Director mandate

International corporations

  • Incorporation, administration and management
  • Domiciliation
  • Financial accounting with intermediary and annual closings
  • Billing and payments
  • Financial statements
  • Director mandate

Payroll and HR

  • Global salary advice and management
  • Establishing of statements and salary certificates
  • Social insurance management
  • Assistance in establishment of employee’s regulations, settlements and fees

Family office

  • Global management of a Family Office
  • Management, administration and protection of family legacy
  • Financial, fiscal and legal advice
  • Establishing of heritage situations
  • Monitoring of third-party wealth management

Financial analysis and planning

  • Financial organization, management and advice
  • Economic and financial analysis
  • Estate planning
  • Executing mandates of liquidator, protector and estate executor
  • Application for residence, settlement and work permits

Contact

AltaConsulting Sàrl

Avenue de Rumine 9
CH – 1005 Lausanne

+41 79 745 64 68  |