Financial Advisory Services
Explore our extensive range of financial services in Switzerland, including opening bank accounts for companies. We also offer specialized advice in LPP/BVG pension fund and life insurance, integrating these essential solutions into your financial planning to maximize protection and tax benefits for you and your business. Our experts help you choose the most suitable options, ensuring lasting financial security through personalized strategies. We also provide advice on wealth structures such as foundations and holdings.
We open a bank account for your company in Switzerland.
Initially, we propose banking institutions that align with your goals, such as multi-currency accounts, payment transactions, and the management of payroll and operational expenses.
Our services include all necessary formalities, including due diligence documents (KYC, AML) and the tax compliance forms (FATCA, CRS), until the effective opening of the your company’s business account in Switzerland.
We offer our expertise in managing your company’s treasury, as well as practical advice for your business on asset protection strategies, life insurance, and LPP/BVG pension fund planning.
We provide a full service, focusing notably on financial advice. For this, we offer a range of services to meet the specific requirements of each situation.
Our advice also concerns all facets of the financial needs of a business, entrepreneurs and shareholders:
- Trade Finance
- Financial advice for entrepreneurs
- Financial advice for businesses
- LPP/BVG pension fund advice
- Life Insurance advice
- Insurance advice for businesses
- Formation of financial companies
- Formation of Swiss foundations
- Family Business
Financial Advisory
Financial securitization services for individuals and businesses
My Swiss Company SA offers flexible securitization services to convert your main asset classes into liquid and marketable securities on the capital markets. We advise you at all stages of private bond issuance or upon the incorporation of SPV companies for the securitization of participations in private companies or start-ups as well as for the securitization of assets such as your real estate investments.
Securitization services:
- Debt securitization, private and public bond issue
- Securitization of investments (companies and start-ups)
- Real estate securitization
- Listing services
- Incorporation and administration of securitization companies
Financial services for families, business owners and shareholders
My Swiss Company assists you in all stages of the incorporation and administration of your financial or holding company in Switzerland or abroad. We provide families, business owners and shareholders with financial, tax and legal advisory services geared towards the preservation and protection of capital. Our strategy focuses on the preservation and protection of your assets as well as on the best returns, with the framework and investment advice which are adapted to your most specific and complex needs.
Our incorporation and administration services for financial and holding companies in Switzerland:
- Financial holding companies
- Family holding companies
- Real Estate companies
- Incorporation of Swiss foundations
- Financial advice
- Tax and legal advice
- Estate planning
My Swiss Company SA: Optimizing Pension Provision and Insurance Advice for Cross-Border Entrepreneurs
My Swiss Company SA – Corporate Services Provider supports cross-border entrepreneurs in optimizing their professional pension plans (LPP/BVG) and integrating tax-exempt life insurance such as Pillars 3A and 3B. Our customized approach ensures a seamless integration of providence and insurance strategies into your company’s financial structure.
Planning and Management of LPP/BVG Plans
We offer comprehensive expertise in setting up and managing LPP/BVG plans, selecting the ideal pension fund that aligns with your company’s financial goals and the needs of your employees and management. This selection is crucial to enhancing the financial health of your company and improving employee well-being, through an in-depth analysis of each fund’s performance and investment strategies.
Strategic Advice on Tax-Exempt Life Insurance
In addition to LPP/BVG plans, we guide companies in implementing third pillar insurances. Pillar 3A, with its notable tax advantages, allows individuals to prepare for their retirement while benefiting from tax deductions. Pillar 3B offers additional flexibility, acting as life insurance that can also support entrepreneurs in estate planning and family financial protection.
Tax Optimization
Our services include tax optimization strategies that effectively utilize the regulatory frameworks of Pillars 3A and 3B to minimize the company’s tax liabilities and maximize returns for shareholders. This includes advice on managing the tax implications of pension contributions and withdrawals, optimizing benefits for all stakeholders of the company.
Trusted Partner for Entrepreneurs
Working with My Swiss Company SA means benefiting from expert administrative and financial management, allowing you to fully focus on expanding your business. Our services ensure full compliance with Swiss and international regulations, facilitating smooth and efficient development of your business in Switzerland.
We are committed to providing exceptional customer service and personalized solutions that specifically meet the needs of cross-border entrepreneurs.
At My Swiss Company SA, we position ourselves not just as advisors, but as strategic partners for your success in Switzerland.
Contact us
Contact us to start your initial consultation now. We would be delighted to get to know you and define the next steps in your project.
T +41(0) 41 566 76 46 – Lucerne
T +41(0) 22 566 82 44 – Geneva