Mapping

Areas
of intervention.

A broad scope, a unified logic.

Fiducia Helvetica intervenes across areas that are never entirely separate: accounting, taxation, companies, patrimony, authorities, banks, residence and international coordination.

These areas are never independent.
It is often between them that inconsistencies arise.

The objective is not to add services together, but to maintain a coherent reading of figures, flows, structures and decisions over time.

01

Current accounting and taxation

Bookkeeping, closings, VAT, tax returns and periodic reporting, handled with constant attention to documentary quality, chronology of supporting documents and readability of flows.

  • — Financial and analytical accounting
  • — Annual closings under the CO / Swiss GAAP FER
  • — VAT and periodic obligations
  • — Tax returns for individuals and legal entities

02

Company structuring and follow-up

Creation, governance and follow-up of legal entities, not as simple administrative containers, but as instruments that must remain readable, justified and coherent with the real activity.

  • — Formation of SA, Sàrl and dedicated structures
  • — Statutory adaptations and governance
  • — Domiciliation and institutional secretariat
  • — Restructurings, mergers, liquidations

03

Financial control and coherence audit

Cross-reading of accounts, flows and structures in order to identify inconsistencies, areas of tension, documentary gaps and points requiring clarification before they become a risk.

An element executed correctly in isolation can produce a fragile result if it is not coherent with the whole.

  • — Limited statutory audit under CO 727a
  • — Review of tax positions
  • — Internal audit of documentary coherence
  • — Analysis of flows and margins

04

Patrimonial protection and transmission

Articulation of family, economic and fiscal interests so that the patrimony can be understood, documented, transmitted and defended without depending solely on the memory of its founder.

  • — Patrimonial mapping
  • — Succession structuring
  • — Family governance and private agreements
  • — Civil, fiscal and banking articulation

05

Administrative and institutional coordination

Structured interface with authorities, banks, notaries, social insurance bodies, advisers and administrations, in order to avoid contradictions, delays and files that are difficult to re-read.

  • — Tax and administrative representation
  • — Relations with cantonal and federal authorities
  • — Coordination of legal and notarial advisers
  • — Centralised documentary management

06

International situations and Swiss presence

Support for situations involving several jurisdictions: Swiss presence, residence, banks, companies, patrimony, foreign advisers and family office logic where the complexity of the file so justifies.

  • — Swiss presence projects
  • — International mobility and impatriation
  • — Multi-jurisdictional coordination
  • — Central reading function and memory of the file

A mandate does not begin with a list of services. It begins with the reading of what must be understood, documented, structured or defended.

Mandate

Define the appropriate scope.

Each mandate begins with an initial reading: understanding the real situation, distinguishing what falls under execution, structuring, control or coordination, then defining a useful and defensible scope of intervention.

Present a situation