Tax & Legal Advisory
At Financial Keepers, we provide strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures. Collaborating with reputable law firms, we support businesses and individuals in navigating the complexities of Swiss and international tax systems, ensuring they meet their legal obligations while maximizing financial returns.
Navigating the complexities of tax laws and legal regulations can be overwhelming for businesses and individuals alike. At Financial Keepers, our tax and legal advisory services are designed to help you optimize your tax strategies while ensuring full compliance with the regulatory landscape in Switzerland and internationally. Whether you are structuring a new business, expanding into global markets, or managing personal wealth and succession planning, our team of seasoned experts will provide strategic insights and solutions tailored to your unique situation.
We collaborate closely with you to understand your financial objectives and any specific challenges you face. From corporate tax structuring to wealth preservation, we take a proactive approach, identifying opportunities for tax optimization, minimizing risks, and ensuring seamless interactions with tax authorities. Our multidisciplinary team also provides guidance on complex legal matters, helping you protect your assets and navigate the legal framework governing your operations.
Our bespoke services are designed for a range of sectors, including hospitality, real estate, commodities trading, and private equity, ensuring that our expertise aligns with the specific needs of each industry. Whether you are a multinational corporation or a high-net-worth individual, we are committed to delivering precise, actionable advice that empowers you to achieve your financial and legal objectives.
OUR EXPERTISE
Optimize Your Success with
Tailored Tax & Legal Strategies
Corporate Tax Advisory
As businesses expand and evolve, so do their tax obligations. Financial Keepers provides comprehensive corporate tax advisory services, assisting businesses at every stage of growth, from market entry to corporate restructuring and global expansion.
Corporate Structuring and Expansion
- Tax-efficient business structuring to maximize financial returns while ensuring compliance with national and international regulations.
- Assistance in establishing new businesses or expanding into new markets.
- Advisory on cross-border tax obligations and international tax planning.
- Support in corporate restructuring and group financing to optimize cash flow and capital structures.
Tax Compliance and Risk Management
- Guidance on tax compliance frameworks, ensuring alignment with regulatory requirements and mitigating exposure to financial risks.
- Due diligence on tax risks for mergers, acquisitions, and joint ventures.
- Strategic advice on minimizing tax liabilities through forward-thinking planning and implementation.
- Representation in tax audits and direct interactions with Swiss and international tax authorities.
Tax Optimization Strategies
- Global tax minimization strategies aimed at reducing corporate tax burdens and increasing stakeholder value.
- Financial restructuring to improve group financing and optimize cash flow.
- Tax-efficient exit planning for businesses, ensuring optimal returns for stakeholders.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where corporate structuring, compliance, and tax optimization are critical for maximizing financial efficiency.
Indirect Tax Advisory
Indirect taxation, especially VAT, has become a significant area of focus for Swiss and international businesses. Financial Keepers offers a comprehensive suite of indirect tax services, helping businesses navigate the complexities of VAT compliance and optimize their tax positions.
VAT Compliance Services
- Preparation and submission of VAT returns, ensuring timely and accurate compliance with regulatory deadlines.
- In-depth validation of compliance data to ensure the accuracy and completeness of returns.
- Representation during VAT audits, addressing inquiries and mitigating compliance risks.
- Fiscal representation in Switzerland, ensuring continuous compliance for foreign businesses.
VAT Advisory and Optimization
- Expert guidance on VAT registrations and deregistrations, including cross-border VAT obligations.
- Review of transaction flows, invoicing procedures, and VAT rates to ensure legal compliance.
- Optimization of VAT processes for businesses to reduce risks and improve operational efficiencies.
Indirect Tax Risk Reviews
- Comprehensive evaluation of indirect tax compliance risks related to business structure, resources, and reporting processes.
- Strategic recommendations to mitigate VAT risks and optimize compliance frameworks.
Government Relations and Advocacy
- Facilitation of dialogue with Swiss government authorities, ensuring alignment with local VAT regulations.
- Representation and support during tax audits initiated by authorities, protecting clients’ interests and ensuring favorable outcomes.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where VAT compliance and optimization can have a significant impact on cash flow and profitability.
Private Tax Advisory
For high-net-worth individuals and families, managing personal wealth and succession requires comprehensive tax and legal advisory. Financial Keepers offers bespoke private tax services that address these needs, focusing on wealth preservation, tax efficiency, and governance.
Tax Strategy and Governance
- Custom tax strategies that align with individual or family objectives.
- Asset and jurisdiction mapping to optimize tax liabilities across different countries.
- Development of tax compliance frameworks to ensure ongoing regulatory compliance.
- Representation in disputes with international tax authorities to safeguard client interests.
Succession Planning and Wealth Transfer
- Succession planning to ensure the smooth transfer of wealth across generations.
- Implementation of family governance structures to support long-term wealth preservation.
- Creation of wealth preservation mechanisms to ensure sustainability and protection of family assets.
Philanthropy and Social Impact
- Strategic philanthropic planning to align charitable efforts with family values.
- Structuring of tax-efficient philanthropic initiatives, including foundations and trusts, to achieve social and financial goals.
Global Mobility and Immigration Advisory
- Expert multi-jurisdictional tax advisory for clients and their families relocating across borders.
- Full support for visa applications, residency permits, and citizenship processes, ensuring compliance with local regulations.
Family Office Creation and Management
- Design and establishment of family offices, tailored to meet the unique needs of high-net-worth families.
- Ongoing management and strategic reviews to ensure the family office operates efficiently and continues to meet its objectives.
Industry-Specific Focus
This service is particularly relevant for specific sectors, where wealth management, succession, and philanthropy are core priorities.
HOW WE MAKE IT POSSIBLE ?
Expertise and Experience
At Financial Keepers, our team consists of seasoned tax advisors and legal experts who bring deep industry knowledge and a meticulous approach to every client engagement. From complex corporate tax restructuring to private wealth preservation, we deliver strategic solutions that are both compliant and optimized for your financial success. Our expertise extends across industries, ensuring that our advice is always aligned with the latest regulatory frameworks and tailored to your sector’s specific requirements.
Personalized Approach
We recognize that each business or individual has unique tax and legal needs, whether it’s managing cross-border tax obligations, optimizing tax structures, or navigating multi-jurisdictional legal challenges. Our personalized approach begins with an in-depth analysis of your financial and legal position, followed by the development of customized strategies that align with your long-term objectives. Whether you’re a multinational corporation seeking global tax minimization strategies or a high-net-worth individual requiring estate planning, we tailor our services to ensure the most favorable outcomes.
Comprehensive Network
Our strong relationships with top-tier legal firms, tax authorities, and regulatory bodies enable us to provide holistic and forward-thinking solutions. Whether it’s managing tax audits or facilitating tax-efficient cross-border mergers, our extensive network allows us to advocate effectively on your behalf. This ensures that you are fully supported in navigating the complex tax and legal landscape, both locally and internationally.
Transparency and Integrity
Transparency is at the core of our operations. We believe in keeping you informed at every step, from the initial tax planning phase to the resolution of complex legal issues. Our commitment to integrity ensures that every decision we help you make is fully compliant with regulations, ethically sound, and in your best interest. With thorough compliance checks, audit preparation, and clear communications, we ensure you feel confident and supported throughout your tax and legal journey.
Other Services
Accounting Outsourcing
Streamline Financial operations with our dedicated outsourcing services for efficient business management
Payroll Administration
Simplify HR complexities with our comprehensive payroll and administrative management
Tax & Legal Advisory
Get strategic, tailored tax and legal advisory services across various industries, ensuring compliance, optimization, and efficient tax structures
Business Administration
Benefit from business administration services designed to support every stage of your company’s life cycle
Corporate Advisory
Navigate your financial landscape with our expert corporate advisory and real-time strategic analysis
Human Ressources Outsourcing
Get comprehensive human resources outsourcing services tailored to meet the evolving needs of your company
Financing Advisory
Financing is crucial for the growth and success of your business. Be provided with tailored solutions that meet your specific needs
Operational Excellence
Optimize your internal processes through our specialized auditing and operational improvements
Financial Audits
& Special Reports
Ensure financial integrity and compliance with our thorough financial and anti-money laundering audit services
Risk Management
Safeguard your business with our comprehensive risk management strategies, mitigating financial and operational risks
TAILOR-MADE SUPPORT
At Financial Keepers SA, we pride ourselves on our broad expertise across numerous market segments, offering tailor-made solutions with distinct value. Our approach is meticulously crafted to align with the unique dynamics of each sector we serve. We focus on understanding the specific challenges and potential of every client, ensuring that our services are not just solutions, but catalysts for growth and success, uniquely adapted to the diverse landscapes of the business world.
Your contact person
Cédric Sevaz
Managing Chairman
Mr. Sevaz, a finance and consulting professional, has a strong academic background with two Masters in Business Economics (University of Geneva, University Pierre Mendes France Grenoble) and the intermediate insurance certification (AFA) from Bern. With ten years of experience in strategic roles within Big4 firms (Senior Manager at Deloitte, Executive Director at Ernst & Young), he has led teams for prestigious clients and held positions as CFO.