Current accounting and taxation
Bookkeeping, closings, VAT and tax filings handled with documentary discipline and chronological clarity.
Independent fiduciary firm — French-speaking Switzerland
FIDUCIA
HELVETICA
Reading, structuring and continuity.
Independent fiduciary firm established in French-speaking Switzerland, intervening where figures, flows, structures and decisions must be made readable, documented and defensible over time.
Sion — French-speaking Switzerland By appointment only Documentary confidentiality Reading — coherence — continuity
Positioning
A broader reading
than simple fiduciary execution.
Fiducia Helvetica is not limited to accounting or tax execution. The firm acts as a point of reading, structuring, control and coordination, with particular attention to the coherence of flows, documentary quality, administrative stability and the defensibility of situations over time.
Domains
Our fields of intervention.
The firm’s fields are not treated as a list of separate services, but as components of the same reading: figures, flows, structures, decisions, documents and interlocutors.
Company structuring and follow-up
Formation, governance and monitoring of legal entities designed to remain readable and justified.
Financial control and coherence review
Cross-reading of accounts, flows and structures in order to identify inconsistencies.
Wealth protection and transmission
Articulation of family, economic and tax interests to make wealth defensible over time.
Administrative and institutional coordination
Structured interface with authorities, banks, notaries, social insurance bodies and advisers.
International situations and Swiss relocation
Relocation to Switzerland, multi-jurisdictional coordination and family office logic.
Situations
Situations
supported.
Fiducia Helvetica intervenes where the situation requires more than standard processing.
- — Entrepreneurs
- — Company directors
- — Families with significant wealth
- — Investors
- — Companies in structuring phases
- — Swiss relocation projects
- — Multi-jurisdictional situations
The criterion is not a category of clientele, but a level of need: precise reading, solid documentation, active coordination and continuity of follow-up.
Approach
A mandate relationship
followed over time.
The firm favours a direct, structured and responsible relationship, in which the situation is not rediscovered at each exchange.
The memory of the file, the understanding of the interests to be protected and continuity of reading are integral to the support provided.
Mandate
“Keeping the memory of the file.”
Method
Our method of support.
- I
Initial reading
Understanding the real situation, the flows, the structures, the constraints and the interlocutors involved.
- II
Structuring
Defining a coherent architecture, an order of priority and an appropriate scope of intervention.
- III
Implementation
Organising the necessary formalities, documents, coordination and adjustments.
- IV
Long-term follow-up
Maintaining the coherence, documentation and continuity of the file over time.
In-depth expertise
Four areas of specialisation.
Strategic taxation
Organising residence, income, structures and chronology before tax consequences crystallise.
Swiss Presence
Building a durable family, entrepreneurial and patrimonial presence in Switzerland.
Wealth protection
Making wealth understandable, documented, transmissible and defensible over time.
International coordination
Maintaining a clear line between jurisdictions, banks, advisers, assets and family interests.
Commitment
Documentary confidentiality
and continuity.
The stability of support rests on trust, but also on the quality of documentation, the memory of the file and continuity of the interlocutor. A serious mandate relationship requires discretion, verification and coherence over time.
Meeting
First confidential
exchange.
Every situation deserves to be read before it is handled. We receive by appointment for a first confidential analysis of the needs, constraints and perspectives of structuring.