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Financial planning in Waadt (Region)

: 339 Entries
 Open until 12:00
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

PremiumPremium Entry
Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Open until 12:00
 Open until 12:00
A.M. Family Office SA

Rating 5.0 of 5 stars from 10 ratings

A.M. Family Office SA

Via Antonio Ciseri 13A, 6600 Locarno
TOGETHER TO CREATE GREATER VALUE.

A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

PremiumPremium Entry
Audit firmWealth managementTax advice
Via Antonio Ciseri 13A, 6600 Locarno
Audit firmWealth managementTax advice
TOGETHER TO CREATE GREATER VALUE.

A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

Rating 5.0 of 5 stars from 10 ratings

 Open until 12:00
Bloch Olivier

Rating 3.0 of 5 stars from 4 ratings

Bloch Olivier

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

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Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3.0 of 5 stars from 4 ratings

 Open until 12:00
Kanzlei KMUFORUM GmbH
No reviews yet

Kanzlei KMUFORUM GmbH

Gerliswilstrasse 71, 6020 Emmenbrücke
Kanzlei KMU Forum – Your Partner for Comprehensive Legal Advice

The Kanzlei KMU Forum in Emmenbrücke and Hitzkirch offers professional and tailored support for all your legal matters. Our experienced lawyers and our Luzern notary provide expert, efficient, and solution-oriented assistance. We guide you through civil, criminal, and administrative proceedings while offering top-notch notarial services. Our Services – Legal Expertise from A to Z We cover a wide range of legal areas to support you in every situation: Employment • Assistance with employment contracts, terminations, warnings, and disputes. Construction • Legal advice for construction projects, contracts, and construction-related disputes. Debt Collection • Support with debt collection, bankruptcy proceedings, and claims management. Notarization • Legally secure notarizations for contracts, documents, and declarations of intent. Marriage • Advice on marriage contracts, separation, divorce, and maintenance arrangements. Inheritance • Support with wills, inheritance distribution, and inheritance disputes. Adult Protection • Guidance on guardianship, trusteeship, and legal assistance. Business Formation • Legal support for the formation, restructuring, and dissolution of companies. Liability • Enforcement and defense of liability claims in various contexts. Mortgages • Advice on mortgage agreements and financial legal issues. Disability • Assistance in legal matters related to disability insurance and claims. Purchase • Legal guidance for purchase agreements and disputes. Child Protection • Representation in matters of custody, guardianship, and child welfare. Illness • Advice on patients' rights and insurance-related issues. Tenancy • Support with rental contracts, terminations, and disputes between landlords and tenants. Notarial Services • Notarial services such as public certifications and registry entries. Victim Support • Legal counsel and assistance for victims of crimes. Living Wills • Drafting and consulting on legally secure living wills. Pension/Retirement • Assistance with retirement planning and pension claims. Divorce • Advice and representation in divorce proceedings, including asset and maintenance arrangements. Taxes • Tax law advice, assistance with tax returns, and dispute resolution. Criminal Law • Defense and representation in criminal proceedings. Road Traffic • Advice on traffic accidents, fines, and license revocations. Accidents • Support with accident reports, insurance claims, and compensation claims. Insurance • Representation in disputes with insurance companies and policy consultations. Power of Attorney • Drafting and advice on powers of attorney for future planning. Disputes/Problems/Conflicts • Professional conflict resolution and mediation in all types of disputes. Why Choose Kanzlei KMU Forum? • Experience and Expertise: Our lawyers are registered in the Luzern Bar Register and admitted to all Swiss courts. • Efficiency: We work goal-oriented to achieve quick and sustainable results. • Accessibility: Our offices in Emmenbrücke and Hitzkirch are centrally located and easy to reach. • Solution-Oriented Approach: We develop customized solutions for your legal needs. Contact Us The Kanzlei KMU Forum is your go-to partner for all legal and notarial matters. Schedule an appointment today at one of our offices in Emmenbrücke or Hitzkirch . 📞 Phone: 041 269 65 55 📧 Email: kanzlei@kmu-forum.ch 🌐 Website: www.kmu-forum.ch Kanzlei KMU Forum – Your Rights. Our Mission.

PremiumPremium Entry
Attorneys at lawLaw firmNotary public
Gerliswilstrasse 71, 6020 Emmenbrücke
Attorneys at lawLaw firmNotary public
Kanzlei KMU Forum – Your Partner for Comprehensive Legal Advice

The Kanzlei KMU Forum in Emmenbrücke and Hitzkirch offers professional and tailored support for all your legal matters. Our experienced lawyers and our Luzern notary provide expert, efficient, and solution-oriented assistance. We guide you through civil, criminal, and administrative proceedings while offering top-notch notarial services. Our Services – Legal Expertise from A to Z We cover a wide range of legal areas to support you in every situation: Employment • Assistance with employment contracts, terminations, warnings, and disputes. Construction • Legal advice for construction projects, contracts, and construction-related disputes. Debt Collection • Support with debt collection, bankruptcy proceedings, and claims management. Notarization • Legally secure notarizations for contracts, documents, and declarations of intent. Marriage • Advice on marriage contracts, separation, divorce, and maintenance arrangements. Inheritance • Support with wills, inheritance distribution, and inheritance disputes. Adult Protection • Guidance on guardianship, trusteeship, and legal assistance. Business Formation • Legal support for the formation, restructuring, and dissolution of companies. Liability • Enforcement and defense of liability claims in various contexts. Mortgages • Advice on mortgage agreements and financial legal issues. Disability • Assistance in legal matters related to disability insurance and claims. Purchase • Legal guidance for purchase agreements and disputes. Child Protection • Representation in matters of custody, guardianship, and child welfare. Illness • Advice on patients' rights and insurance-related issues. Tenancy • Support with rental contracts, terminations, and disputes between landlords and tenants. Notarial Services • Notarial services such as public certifications and registry entries. Victim Support • Legal counsel and assistance for victims of crimes. Living Wills • Drafting and consulting on legally secure living wills. Pension/Retirement • Assistance with retirement planning and pension claims. Divorce • Advice and representation in divorce proceedings, including asset and maintenance arrangements. Taxes • Tax law advice, assistance with tax returns, and dispute resolution. Criminal Law • Defense and representation in criminal proceedings. Road Traffic • Advice on traffic accidents, fines, and license revocations. Accidents • Support with accident reports, insurance claims, and compensation claims. Insurance • Representation in disputes with insurance companies and policy consultations. Power of Attorney • Drafting and advice on powers of attorney for future planning. Disputes/Problems/Conflicts • Professional conflict resolution and mediation in all types of disputes. Why Choose Kanzlei KMU Forum? • Experience and Expertise: Our lawyers are registered in the Luzern Bar Register and admitted to all Swiss courts. • Efficiency: We work goal-oriented to achieve quick and sustainable results. • Accessibility: Our offices in Emmenbrücke and Hitzkirch are centrally located and easy to reach. • Solution-Oriented Approach: We develop customized solutions for your legal needs. Contact Us The Kanzlei KMU Forum is your go-to partner for all legal and notarial matters. Schedule an appointment today at one of our offices in Emmenbrücke or Hitzkirch . 📞 Phone: 041 269 65 55 📧 Email: kanzlei@kmu-forum.ch 🌐 Website: www.kmu-forum.ch Kanzlei KMU Forum – Your Rights. Our Mission.

No reviews yet
 Open until 12:00
 Open until 17:00
Meile Treuhand
No reviews yet

Meile Treuhand

Eyenweg 44, 3805 Goldswil b. Interlaken

Professional Accounting and Tax Consulting for Businesses and Individuals Are you looking for reliable and competent support in accounting and tax consulting? We offer comprehensive services for SMEs, sole proprietorships, partnerships, as well as legal and private entities. Our experienced team supports you from business formation to liquidation and assists you with all administrative and tax-related matters. Our Services at a Glance: • Accounting Management: Meticulous and legally compliant financial accounting for businesses of all sizes. • Preparation of VAT Returns: Professional calculation and timely submission of your VAT returns. • Annual Financial Statements: Preparation of balance sheets and profit and loss accounts for financial transparency of your business. • Consulting for SMEs: Support from business formation to liquidation – tailored to your individual needs. • Tax Consulting for Legal and Private Entities: Optimization of your tax burden and professional tax planning. • Administrative Work: Relief in administrative tasks and dealings with authorities. • Payroll Accounting: Precise payroll calculations, social security contributions, and personnel administration. Rely on our expertise and benefit from efficient and structured financial management. Contact us for a non-binding consultation and let us secure your financial future together!

PremiumPremium Entry
Audit firmAccountingTax advice
Eyenweg 44, 3805 Goldswil b. Interlaken
Audit firmAccountingTax advice

Professional Accounting and Tax Consulting for Businesses and Individuals Are you looking for reliable and competent support in accounting and tax consulting? We offer comprehensive services for SMEs, sole proprietorships, partnerships, as well as legal and private entities. Our experienced team supports you from business formation to liquidation and assists you with all administrative and tax-related matters. Our Services at a Glance: • Accounting Management: Meticulous and legally compliant financial accounting for businesses of all sizes. • Preparation of VAT Returns: Professional calculation and timely submission of your VAT returns. • Annual Financial Statements: Preparation of balance sheets and profit and loss accounts for financial transparency of your business. • Consulting for SMEs: Support from business formation to liquidation – tailored to your individual needs. • Tax Consulting for Legal and Private Entities: Optimization of your tax burden and professional tax planning. • Administrative Work: Relief in administrative tasks and dealings with authorities. • Payroll Accounting: Precise payroll calculations, social security contributions, and personnel administration. Rely on our expertise and benefit from efficient and structured financial management. Contact us for a non-binding consultation and let us secure your financial future together!

No reviews yet
 Open until 17:00
WO Services Sàrl
No reviews yet

WO Services Sàrl

Rue du Midi 13, 2052 Fontainemelon
WO Services - Accounting, VAT and Direct Tax services

Proposed services : Accounting: - Establishment and maintenance of financial accounting, including the preparation of annual and interim financial statements - Implementation of management accounting solutions - Preparation of statutory financial statements, with or without conversion of accounting standards - Payroll accounting, including the preparation of annual social security declarations - Development of a budgeting process, business plan, cash flow forecast, and project management for the implementation of a new accounting system - Temporary staff replacement during employee absences VAT: - Support throughout all phases of your business related to VAT, from registration to deregistration (including preparation of VAT returns, reconciliation with accounting records, filing of declarations with tax authorities, etc.) - Review of physical and financial flows within the company from a VAT perspective - Review of processes related to the preparation of VAT returns (from accounting to the return, including reconciliation between both) - Establishment of a VAT group - Assistance during VAT audits (preparation and presentation of VAT returns to auditors) - Consultancy on foreign and intra-community VAT matters (recovery of foreign VAT, Intrastat reporting, EC Sales List, etc.) Corporate Taxes: - Tax returns preparation and filing - Tax advisory on direct taxes, withholding tax, and stamp duty - Tax advisory on business succession and transfer - Company creation and restructuring, share purchases/sales, capital contributions, etc. Private Taxes: - Tax returns preparation and filing - Advisory on personal insurance and wealth planning - Advisory on financing options for property purchases

PremiumPremium Entry
Audit firmAccountingTax advice
Rue du Midi 13, 2052 Fontainemelon
Audit firmAccountingTax advice
WO Services - Accounting, VAT and Direct Tax services

Proposed services : Accounting: - Establishment and maintenance of financial accounting, including the preparation of annual and interim financial statements - Implementation of management accounting solutions - Preparation of statutory financial statements, with or without conversion of accounting standards - Payroll accounting, including the preparation of annual social security declarations - Development of a budgeting process, business plan, cash flow forecast, and project management for the implementation of a new accounting system - Temporary staff replacement during employee absences VAT: - Support throughout all phases of your business related to VAT, from registration to deregistration (including preparation of VAT returns, reconciliation with accounting records, filing of declarations with tax authorities, etc.) - Review of physical and financial flows within the company from a VAT perspective - Review of processes related to the preparation of VAT returns (from accounting to the return, including reconciliation between both) - Establishment of a VAT group - Assistance during VAT audits (preparation and presentation of VAT returns to auditors) - Consultancy on foreign and intra-community VAT matters (recovery of foreign VAT, Intrastat reporting, EC Sales List, etc.) Corporate Taxes: - Tax returns preparation and filing - Tax advisory on direct taxes, withholding tax, and stamp duty - Tax advisory on business succession and transfer - Company creation and restructuring, share purchases/sales, capital contributions, etc. Private Taxes: - Tax returns preparation and filing - Advisory on personal insurance and wealth planning - Advisory on financing options for property purchases

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Financial planning in Waadt (Region)

: 339 Entries
 Open until 12:00
A.M. Family Office SA
No reviews yet

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

PremiumPremium Entry
Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE. A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

No reviews yet
 Open until 12:00
 Open until 12:00
A.M. Family Office SA

Rating 5.0 of 5 stars from 10 ratings

A.M. Family Office SA

Via Antonio Ciseri 13A, 6600 Locarno
TOGETHER TO CREATE GREATER VALUE.

A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

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Audit firmWealth managementTax advice
Via Antonio Ciseri 13A, 6600 Locarno
Audit firmWealth managementTax advice
TOGETHER TO CREATE GREATER VALUE.

A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust. Asset Management Everyone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children. At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality. Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives. Your life savings will be in excellent hands. We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank. Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies. Business consulting and tax advice The careful management of all aspects that revolve around the business world is essential for business success. At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity. The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business. Business consulting: - Accounting, administrative and organisational consulting - Setting up and keeping accounts - Preparation of the annual and interim closure of accounts - Accounting, financial asset analyses - Business plan preparation - Personnel management (payrolls, social insurances charges, requests for permits, employment contracts) - Corporate structure consulting Tax advice: - Preparation of tax returns for individuals and for self-employed workers - Preparation of tax returns for legal entities - Incorporation and domiciliation of companies - Advice on indirect taxes and VAT - Tax and legal advice concerning inheritance law and assistance for inheritance and gift tax Safety Deposit Boxes: Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home. Swiss Family Safe SA: - Safe deposit boxes of various sizes to suit your needs - Possible deposit of keys - Free access during office hours and, by appointment, outside office hours

Rating 5.0 of 5 stars from 10 ratings

 Open until 12:00
Bloch Olivier

Rating 3.0 of 5 stars from 4 ratings

Bloch Olivier

Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

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Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Rue de Neuchâtel 1, 1400 Yverdon-les-BainsP.O. Box, 1401 Yverdon-les-Bains
Attorneys at lawLaw firmLegal adviceLegal informationDivorce counseling, separation counseling
Etude Bloch Avocats

Based in Yverdon-les-Bains since 2014, the law firm BLOCH AVOCATS takes care of your SMEs, companies, businesses in the North Vaud region, the Broye, as well as Lausanne and the surrounding area. Our law firm is specialized in corporate, contract and commercial law, as well as banking and financial market law. Our law firm also offers its services in the fields of real estate and property law, as well as in the support for individuals and private clients (as marital difficulties, divorces, inheritance, road traffic law, victim support according to federal law on assistance to victims of crime). Founder and managing partner of the law firm BLOCH AVOCATS, Olivier Bloch, Esq. has been practicing in these different fields for about twenty years. He holds a doctorate in law from the University of Lausanne and a postgraduate degree in European law from the University of Bremen in Germany (LL.M.). He regularly gives conferences and courses, and publishes articles in his areas of expertise. He has an excellent knowledge of local and regional institutions while benefiting from a strong, solid and important national and international network. Mr. Olivier Bloch was joined in 2018 by Mr. Raphaël Hämmerli, Esq., associate attorney, and in 2022 by Mrs Arielle Meylan, legal trainee. The team thus formed is committed to putting all its skills at your service and to accompany you in your legal projects and operations. Based in the city center of Yverdon-les-Bains, the law firm BLOCH AVOCATS offers easy access to its clients. www.blochavocats.com

Rating 3.0 of 5 stars from 4 ratings

 Open until 12:00
Kanzlei KMUFORUM GmbH
No reviews yet

Kanzlei KMUFORUM GmbH

Gerliswilstrasse 71, 6020 Emmenbrücke
Kanzlei KMU Forum – Your Partner for Comprehensive Legal Advice

The Kanzlei KMU Forum in Emmenbrücke and Hitzkirch offers professional and tailored support for all your legal matters. Our experienced lawyers and our Luzern notary provide expert, efficient, and solution-oriented assistance. We guide you through civil, criminal, and administrative proceedings while offering top-notch notarial services. Our Services – Legal Expertise from A to Z We cover a wide range of legal areas to support you in every situation: Employment • Assistance with employment contracts, terminations, warnings, and disputes. Construction • Legal advice for construction projects, contracts, and construction-related disputes. Debt Collection • Support with debt collection, bankruptcy proceedings, and claims management. Notarization • Legally secure notarizations for contracts, documents, and declarations of intent. Marriage • Advice on marriage contracts, separation, divorce, and maintenance arrangements. Inheritance • Support with wills, inheritance distribution, and inheritance disputes. Adult Protection • Guidance on guardianship, trusteeship, and legal assistance. Business Formation • Legal support for the formation, restructuring, and dissolution of companies. Liability • Enforcement and defense of liability claims in various contexts. Mortgages • Advice on mortgage agreements and financial legal issues. Disability • Assistance in legal matters related to disability insurance and claims. Purchase • Legal guidance for purchase agreements and disputes. Child Protection • Representation in matters of custody, guardianship, and child welfare. Illness • Advice on patients' rights and insurance-related issues. Tenancy • Support with rental contracts, terminations, and disputes between landlords and tenants. Notarial Services • Notarial services such as public certifications and registry entries. Victim Support • Legal counsel and assistance for victims of crimes. Living Wills • Drafting and consulting on legally secure living wills. Pension/Retirement • Assistance with retirement planning and pension claims. Divorce • Advice and representation in divorce proceedings, including asset and maintenance arrangements. Taxes • Tax law advice, assistance with tax returns, and dispute resolution. Criminal Law • Defense and representation in criminal proceedings. Road Traffic • Advice on traffic accidents, fines, and license revocations. Accidents • Support with accident reports, insurance claims, and compensation claims. Insurance • Representation in disputes with insurance companies and policy consultations. Power of Attorney • Drafting and advice on powers of attorney for future planning. Disputes/Problems/Conflicts • Professional conflict resolution and mediation in all types of disputes. Why Choose Kanzlei KMU Forum? • Experience and Expertise: Our lawyers are registered in the Luzern Bar Register and admitted to all Swiss courts. • Efficiency: We work goal-oriented to achieve quick and sustainable results. • Accessibility: Our offices in Emmenbrücke and Hitzkirch are centrally located and easy to reach. • Solution-Oriented Approach: We develop customized solutions for your legal needs. Contact Us The Kanzlei KMU Forum is your go-to partner for all legal and notarial matters. Schedule an appointment today at one of our offices in Emmenbrücke or Hitzkirch . 📞 Phone: 041 269 65 55 📧 Email: kanzlei@kmu-forum.ch 🌐 Website: www.kmu-forum.ch Kanzlei KMU Forum – Your Rights. Our Mission.

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Attorneys at lawLaw firmNotary public
Gerliswilstrasse 71, 6020 Emmenbrücke
Attorneys at lawLaw firmNotary public
Kanzlei KMU Forum – Your Partner for Comprehensive Legal Advice

The Kanzlei KMU Forum in Emmenbrücke and Hitzkirch offers professional and tailored support for all your legal matters. Our experienced lawyers and our Luzern notary provide expert, efficient, and solution-oriented assistance. We guide you through civil, criminal, and administrative proceedings while offering top-notch notarial services. Our Services – Legal Expertise from A to Z We cover a wide range of legal areas to support you in every situation: Employment • Assistance with employment contracts, terminations, warnings, and disputes. Construction • Legal advice for construction projects, contracts, and construction-related disputes. Debt Collection • Support with debt collection, bankruptcy proceedings, and claims management. Notarization • Legally secure notarizations for contracts, documents, and declarations of intent. Marriage • Advice on marriage contracts, separation, divorce, and maintenance arrangements. Inheritance • Support with wills, inheritance distribution, and inheritance disputes. Adult Protection • Guidance on guardianship, trusteeship, and legal assistance. Business Formation • Legal support for the formation, restructuring, and dissolution of companies. Liability • Enforcement and defense of liability claims in various contexts. Mortgages • Advice on mortgage agreements and financial legal issues. Disability • Assistance in legal matters related to disability insurance and claims. Purchase • Legal guidance for purchase agreements and disputes. Child Protection • Representation in matters of custody, guardianship, and child welfare. Illness • Advice on patients' rights and insurance-related issues. Tenancy • Support with rental contracts, terminations, and disputes between landlords and tenants. Notarial Services • Notarial services such as public certifications and registry entries. Victim Support • Legal counsel and assistance for victims of crimes. Living Wills • Drafting and consulting on legally secure living wills. Pension/Retirement • Assistance with retirement planning and pension claims. Divorce • Advice and representation in divorce proceedings, including asset and maintenance arrangements. Taxes • Tax law advice, assistance with tax returns, and dispute resolution. Criminal Law • Defense and representation in criminal proceedings. Road Traffic • Advice on traffic accidents, fines, and license revocations. Accidents • Support with accident reports, insurance claims, and compensation claims. Insurance • Representation in disputes with insurance companies and policy consultations. Power of Attorney • Drafting and advice on powers of attorney for future planning. Disputes/Problems/Conflicts • Professional conflict resolution and mediation in all types of disputes. Why Choose Kanzlei KMU Forum? • Experience and Expertise: Our lawyers are registered in the Luzern Bar Register and admitted to all Swiss courts. • Efficiency: We work goal-oriented to achieve quick and sustainable results. • Accessibility: Our offices in Emmenbrücke and Hitzkirch are centrally located and easy to reach. • Solution-Oriented Approach: We develop customized solutions for your legal needs. Contact Us The Kanzlei KMU Forum is your go-to partner for all legal and notarial matters. Schedule an appointment today at one of our offices in Emmenbrücke or Hitzkirch . 📞 Phone: 041 269 65 55 📧 Email: kanzlei@kmu-forum.ch 🌐 Website: www.kmu-forum.ch Kanzlei KMU Forum – Your Rights. Our Mission.

No reviews yet
 Open until 12:00
 Open until 17:00
Meile Treuhand
No reviews yet

Meile Treuhand

Eyenweg 44, 3805 Goldswil b. Interlaken

Professional Accounting and Tax Consulting for Businesses and Individuals Are you looking for reliable and competent support in accounting and tax consulting? We offer comprehensive services for SMEs, sole proprietorships, partnerships, as well as legal and private entities. Our experienced team supports you from business formation to liquidation and assists you with all administrative and tax-related matters. Our Services at a Glance: • Accounting Management: Meticulous and legally compliant financial accounting for businesses of all sizes. • Preparation of VAT Returns: Professional calculation and timely submission of your VAT returns. • Annual Financial Statements: Preparation of balance sheets and profit and loss accounts for financial transparency of your business. • Consulting for SMEs: Support from business formation to liquidation – tailored to your individual needs. • Tax Consulting for Legal and Private Entities: Optimization of your tax burden and professional tax planning. • Administrative Work: Relief in administrative tasks and dealings with authorities. • Payroll Accounting: Precise payroll calculations, social security contributions, and personnel administration. Rely on our expertise and benefit from efficient and structured financial management. Contact us for a non-binding consultation and let us secure your financial future together!

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Audit firmAccountingTax advice
Eyenweg 44, 3805 Goldswil b. Interlaken
Audit firmAccountingTax advice

Professional Accounting and Tax Consulting for Businesses and Individuals Are you looking for reliable and competent support in accounting and tax consulting? We offer comprehensive services for SMEs, sole proprietorships, partnerships, as well as legal and private entities. Our experienced team supports you from business formation to liquidation and assists you with all administrative and tax-related matters. Our Services at a Glance: • Accounting Management: Meticulous and legally compliant financial accounting for businesses of all sizes. • Preparation of VAT Returns: Professional calculation and timely submission of your VAT returns. • Annual Financial Statements: Preparation of balance sheets and profit and loss accounts for financial transparency of your business. • Consulting for SMEs: Support from business formation to liquidation – tailored to your individual needs. • Tax Consulting for Legal and Private Entities: Optimization of your tax burden and professional tax planning. • Administrative Work: Relief in administrative tasks and dealings with authorities. • Payroll Accounting: Precise payroll calculations, social security contributions, and personnel administration. Rely on our expertise and benefit from efficient and structured financial management. Contact us for a non-binding consultation and let us secure your financial future together!

No reviews yet
 Open until 17:00
WO Services Sàrl
No reviews yet

WO Services Sàrl

Rue du Midi 13, 2052 Fontainemelon
WO Services - Accounting, VAT and Direct Tax services

Proposed services : Accounting: - Establishment and maintenance of financial accounting, including the preparation of annual and interim financial statements - Implementation of management accounting solutions - Preparation of statutory financial statements, with or without conversion of accounting standards - Payroll accounting, including the preparation of annual social security declarations - Development of a budgeting process, business plan, cash flow forecast, and project management for the implementation of a new accounting system - Temporary staff replacement during employee absences VAT: - Support throughout all phases of your business related to VAT, from registration to deregistration (including preparation of VAT returns, reconciliation with accounting records, filing of declarations with tax authorities, etc.) - Review of physical and financial flows within the company from a VAT perspective - Review of processes related to the preparation of VAT returns (from accounting to the return, including reconciliation between both) - Establishment of a VAT group - Assistance during VAT audits (preparation and presentation of VAT returns to auditors) - Consultancy on foreign and intra-community VAT matters (recovery of foreign VAT, Intrastat reporting, EC Sales List, etc.) Corporate Taxes: - Tax returns preparation and filing - Tax advisory on direct taxes, withholding tax, and stamp duty - Tax advisory on business succession and transfer - Company creation and restructuring, share purchases/sales, capital contributions, etc. Private Taxes: - Tax returns preparation and filing - Advisory on personal insurance and wealth planning - Advisory on financing options for property purchases

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Audit firmAccountingTax advice
Rue du Midi 13, 2052 Fontainemelon
Audit firmAccountingTax advice
WO Services - Accounting, VAT and Direct Tax services

Proposed services : Accounting: - Establishment and maintenance of financial accounting, including the preparation of annual and interim financial statements - Implementation of management accounting solutions - Preparation of statutory financial statements, with or without conversion of accounting standards - Payroll accounting, including the preparation of annual social security declarations - Development of a budgeting process, business plan, cash flow forecast, and project management for the implementation of a new accounting system - Temporary staff replacement during employee absences VAT: - Support throughout all phases of your business related to VAT, from registration to deregistration (including preparation of VAT returns, reconciliation with accounting records, filing of declarations with tax authorities, etc.) - Review of physical and financial flows within the company from a VAT perspective - Review of processes related to the preparation of VAT returns (from accounting to the return, including reconciliation between both) - Establishment of a VAT group - Assistance during VAT audits (preparation and presentation of VAT returns to auditors) - Consultancy on foreign and intra-community VAT matters (recovery of foreign VAT, Intrastat reporting, EC Sales List, etc.) Corporate Taxes: - Tax returns preparation and filing - Tax advisory on direct taxes, withholding tax, and stamp duty - Tax advisory on business succession and transfer - Company creation and restructuring, share purchases/sales, capital contributions, etc. Private Taxes: - Tax returns preparation and filing - Advisory on personal insurance and wealth planning - Advisory on financing options for property purchases

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