Staub Notariat & Steuerberatung AG

We offer private individuals and companies quality and security in the handling of their notarial, tax, and legal transactions.

When developing tailor-made solutions, we are exclusively committed to the law and the individual needs of our clients.

Our firm guarantees personal, efficient, and flexible order processing.

We perform notarizations throughout the canton of Bern. In the area of taxation and other services, we provide advice throughout Switzerland and, if necessary, across borders.

Services:

Notary

Public notarizations throughout the canton

• Real estate purchases and sales, transfers, condominium formations, parceling
• Mortgage note arrangements
• Company formations, restructurings, liquidations
• Capital increases and reductions
• Amendments to articles of association
• Marriage and inheritance contracts, wills
• Establishment of foundations
• Tax and inheritance inventories
• Liquidations
• Documents and certifications of all kinds

Tax consulting

Business operations

• Tax-optimized restructuring, reorganization, and reorganization
• Planning of real estate transactions
• Tax and legal due diligence for company acquisitions, mergers, etc.
• Ongoing tax consulting and financial statement planning
• Obtaining tax breaks and exemptions
• Distribution strategies
• Obtaining tax rulings
• Risk analyses, review of the current tax situation (so-called tax review)
• Tax provisions, tax returns, review of assessments
• Intercantonal tax apportionments
• Protection of interests / filing of objections and appeals

Private individuals

• Comprehensive advice for wealthy and/or high-income private individuals, entrepreneurs, athletes
• Tax strategies for shareholders, SME owners, real estate agents
• Tax-optimized succession planning, sale of company holdings, management buyouts
• Tax planning for real estate investments and renovations
• Analysis of personal tax situation (tax review)
• Tax returns, calculations, and optimizations
• Tax analysis and optimization of private financial investments
• Review of tax assessments
• Protection of interests / filing of objections and appeals

Other services

• Project management for restructuring, privatization, and real estate projects
• Tax and legal advice on succession planning, ownership transfers, and generational change
• Executor mandates, distribution of estates
• Pension optimization
• Administrative mandates
• Family office services (deposit orders, document management)
• Fiduciary functions