we take it on · we are your competent and reliable partners for trust, business and tax...

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Page 1: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

We take it on

Page 2: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Will we get on? This is a key question whenever you get together with people; even when choosing a consultant. This is one of the most important questions we ask ourselves whenever a potential or existing customer comes to see us. Our ability to make things happen, our training and our success are all well and good; you can see that from the following pages. But all this is only effective if you feel that we are right for you. That is what we are concerned with. And that is what we are working for: You should be happy with your consultant. Even more, he should be an acquaintance you are happy to see, perhaps even a friend.

Relationship is everything

Frank Zwicky

Page 3: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the basis for professional services that meet your requirements.

Page 4: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Business consulting Practical consulting for entrepreneurs

Competent partners for entrepreneurs. Euro Treuhand consultants are aware of the problems faced by entrepreneurs today. As experienced consultants with our own extensive management practice, we bring a valuable external perspective to the dialogue. As a neutral contact, we provide entrepreneurs with a high level of security in decisions and vouch for sustained, continuous business development.

Clear analysis, quick decisions, and rapid implementation. SMEs work different from big companies. So they also need different consulting services that bring their strengths – flexibility and short reaction time – to bear. Analysis is important, but the ability to determine the main thrust and to implement measures is decisive. Euro Treuhand partners do not only make recommendations; they also lend a hand with implementing them without any delay, thereby guaranteeing that mandates are actively and responsibly cared for.

Owner strategy – often forgotten. Managing a business is a complex and increasingly difficult task. The entrepreneur often neglects the perspective of the owner on account of this challenge as a manager. Combining the interests of the business and the entrepreneur, and reconciling them into one integrated whole, is a central matter of concern for us. Questions of long-term value enhancement, the sensible arrangement of corporate and private assets and succession planning are a part of this, as is tax planning. The specialists at Euro Treuhand keep everything in sight.

«It is not specialist knowledge thatwill be scarce in the future, but the ability

to think creatively and efficiently.» Markus Brocker, Martin Lemke

Page 5: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Make constructive use of the locations of Switzerland and Liechtenstein. Switzerland and the principality of Liechtenstein offer a range of unique advantages due to liberal legislation in corporate and tax law. Integration in the international banking system, political stability, a modern infrastructure and a good geographic location are favourable conditions for companies that operate internationally.

Tax efficient structuring in an international environment. Added value arises through the creation of appropriate economic and legal circumstances. Sustainable solutions operate within the parameters of the applicable law and tax regimes and are based on planning private and corporate circumstances prudently. The aim is to create consensual European constructions that are economically beneficial and will continue to endure in the future, especially from a tax point of view.

Integrity, reliability and continuity as a solid basis. Euro Treuhand partners do not just have specialist competence in the founding and management of companies; they also have a high level of economic expertise. Whether it is a question of keeping family assets together or finding a solution for business succession, the specialists at Euro Treuhand are neutral external partners.

«Added value arises through thecreation of appropriate economic and legal

circumstances. This means that solutionswill continue to endure in the future.»

Renatus Kühne, Daniel Wellinger

Formation of Companies Making the most of the locational advantage in

Switzerland and Liechtenstein

Page 6: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Taxes under control. Many taxpayers feel that they are being overtaxed. Our tax experts support and take the strain off you in interdisciplinary cooperation with auditors and lawyers. We take care of entrepreneurs in Switzerland and Liechtenstein who operate internationally as well as foreign entrepreneurs operating within Switzerland/Liechtenstein on all tax questions reliably and competently.

Create added value through tax planning. Every corporate decision involves tax repercussions. We thus look at tax planning from the entrepreneur‘s point of view. We support you with analysing and planning tax-optimised business processes both at home and abroad. We thereby minimise not only direct and indirect tax costs but also protect you from double taxation internationally.

Saving on tax is legitimate. Our aim is to develop strategies with you that plan for your tax burden and reduce it optimally by exploiting permissible organisational possibilities. Sound tax management brings about results that have a positive effect on today‘s balance sheet and thereby increases the value of your company.

«Taxes are costs. They must thereforebe planned for and optimised like other costs.

Euro Treuhand‘s tax experts help you to ensure you don‘t pay too much tax.»

Markus Tschirky, Jürg Pfanner

Tax consulting Save on taxes legitimately

Page 7: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

We ease the burden on you. We take care of your accounts, whether in our office or your location, and produce VAT returns and annual financial accounts so that you can concentrate on your business. Also, we will take care of your payroll and carry out social security payments for you.

We support you. Even if you carry out your bookkeeping yourself, our experts will advise and support you in questions relating to its management and the efficient organisation of accountancy. In setting up and developing company accountancy, we integrate your specific requirements into a meaningful and transparent reporting system.

We advise you. Accounting is not merely the processing of numbers but also the basis for corporate decisions. We help you to analyse current company results by comparing them with the budget and the previous year. We point out developments to you, discuss your financial statements with you and advise you in all matters relating to bookkeeping and accountancy. We help you to prepare your business plan and to define your medium-term company targets.

«We ease the burden on you inbookkeeping to allow you to

concentrate on your business.»Andreas Schmid, Christiane Goldstein

Accounting Giving you a hold on your figures

Page 8: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

International standards. As auditing experts authorised by the Swiss Auditing Supervisory Body (RAB), we take on mandates for companies and foundations. When checking financial accounts in accordance with OR, Swiss GAAP FER or IFRS/IAS, we are your partner for all questions relating to auditing.

Auditing brings about benefits. Auditing is not merely a legal duty. It also delivers a solid, reliable basis for competent business consulting, even in complex questions.

A business management view is valuable. As business managers, we advise you on the organisation and introduction of effective controlling systems, provide figures and comparisons and highlight the company‘s strengths and weaknesses. We advise and take care of you comprehensively and with foresight.

Auditing Trust is good – control is better

«Auditing brings about benefits.It provides a solid, reliable basis for competent

business consulting. A company‘s strengthsand weaknesses are highlighted.»

Markus Brocker, Victoria Eugster

Page 9: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Make active and balanced investments. Customer assets ought to grow continually in the long term. Balance, diversification and appropriate safeguards against risks are the aims of our financial management. The increasing dynamism of the international financial markets requires permanent monitoring. Only persistent, active monitoring of what is happening on the market allows appropriate reaction and cautious adjustment of asset allocation.

Independence means creative freedom. As an independent asset manager, we are not tied to any interests other than the client‘s. We work together with various banks and are free to choose from investment products. Our actions are based not on the internal investment guidelines of any bank, but on cultivating your assets.

Maintain value before maximising returns. Our investment philosophy is directed to maintaining value long-term and continuously adding value. Spectacular short-term success is usually connected with high risks, and does not correspond with our trading maxims of prudence, continuity and discipline when dealing with assets entrusted to us.

Asset management Your assets in safe hands

«Balance and continuity when dealingwith assets entrusted to us form the

centrepiece of our actions. Only prudenceand discipline lead to success.»

Stefan Gack, Andrea Tschirky

Page 10: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Business consulting• Business succession; merger and acquisition • Active support as board member and coach • Restructuring and strategic reorientation • Business plan, financing support, business appraisals

Formation of companies• Formation and management of companies • Assumption of board mandates • Representation, administration, payment transactions • Fiduciary mandates

Asset management• Active portfolio management • Investment consulting • Personal investment strategy • Asset analysis, risk analysis Tax consulting• International tax planning and optimisation • Tax consulting when founding, restructuring or selling a company • National and international VAT consulting • Tax declaration for natural and legal persons

Accounting• Accounting in accordance with national and international standards • Support with introduction and development of company accountancy • Salary administration and social security accounting • VAT statements

Auditing• Audits of individual financial statements and consolidated accounts in accordance with OR, Swiss GAAP FER and IFRS/IAS (ordinary and limited audits) • Special audits: formation, contribution in kind, capital increase • Due diligence • Court expertise

Our services Consulting based on expertise

Page 11: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

«So that everythingruns smoothly at the front.»

Elisabeth Meyer, Stephanie Meldau

Administration – our nerve centre

Page 12: We take it on · We are your competent and reliable partners for trust, business and tax consulting. In our employees, we offer you the highest level of specialist knowledge – the

Euro Treuhand AGLandstrasse 40FL-9495 TriesenPhone +423 388 10 60

Euro Treuhand & Beratung (ETB) AGGaiserwaldstrasse 6CH-9015 St. GallenPhone +41 (0)71 313 44 44

Euro Treuhand & Consulting (ETC) AGChurerstrasse 160aCH-8808 PfäffikonPhone +41 (0)55 415 80 00

Euro Treuhand Holding AGBrandisstrasse 8CH-7000 ChurPhone +41 (0)81 254 37 30

[email protected]

Eurevio AGWirtschaftsprüfungBahnhofstrasse 21CH-9100 HerisauPhone +41 (0)71 353 95 00

[email protected]