Company.

A whole host of various factors come into play where the finances of companies and private individuals are concerned. Those who are aware of these different factors and manage to combine them effectively will find the best solutions. Thanks to our long-standing, wide-ranging experience, we are able to offer our customers integrated, targeted advisory services.

We are competent, vigilant and proactive partners for companies and their owners as well as for private individuals. We offer them support across all phases of life, taking inspiration from the past so we can focus far more on the future. We are ideally positioned at both local and international level via our own branches and memberships.

Our services at a glance:

• Comprehensive advisory from a single source.
• Company formation in Switzerland and abroad.
• Supervisory and Executive Board members.
• National and international tax advisory/planning.
• National and international social security advisory/planning.
• Accountancy and payroll services.
• Corporate advisory and evaluation.
• Succession planning.
• Pension planning.
• Office infrastructure offerings.

Our memberships:

Team.

As a medium-sized company, we offer that personal touch and place great value on ensuring that our employees work in interactive teams, forming open, friendly and group-oriented working relationships. Our values are binding and unifying, ensuring that each employee works with dedication and focus in the process.

We view our employees as a valuable asset. Our aim is to support them and offer further training as well as to integrate them into an enjoyable working environment and infrastructure. The result? Exceptional services.

Values.

Everything we do is based on the principle of reciprocity. This reflects the concept of a fair exchange of services and remuneration. This applies to clients, employees, colleagues, suppliers or other stakeholders. For us, the term “profit” represents the satisfaction of our clients and not necessarily only direct monetary value.

An overview of our charter:

Act instead of react.
Staying alert, observing developments from the client’s perspective and, where needed, taking immediate action.

Apprenticeship and further training.
Our employees shape our company’s quality. Structuredtraining and further training courses are mandatory for us.

Exchange and networking.
We focus on our strengths. Exchanging knowledge, ideas and expertise with other industry players is very important to us.

Swissness as a virtue.
Even though it may sound old-fashioned, traditional Swiss values of hard work, precision and reliability are core values for us.

Team inclusion.
The whole team retreats for annual evaluation sessions and we take a critical view of the company, its development and take the time and space needed for a social gathering.

Social engagement.
We are regularly involved in social activities, supporting charitable organisations with our expertise and knowledge.

International.

Typical Swiss reliability with comprehensive knowledge about the local area: we offer precisely this in Dubai and Brazil, locations where we have maintained a presence for years. If you would like to invest, expand or live in either of these regions, we can reliably and efficiently support you in these aims.

Our services in Dubai at a glance:

• Relocation, settling-in services, residence permission.
• Selection of suitable corporate structures and set-up of such structure.
• Supervisory Board and Executive Board memberships.
• Bookkeeping, preparation of financial statements, accounts advisory.

Our services in Brazil at a glance:

• Implementation and support for real estate projects in Brazil (residential and corporate buildings, manufacturing, shopping centres).
• Real estate analysis and advisory.
• Representation in property transactions.

History.

Walser & Partner was established as “Walser Treuhand” by Marco G. Walser in Zürich in 1995. After being converted into a public limited company and experiencing growth, executives were invited to buy shares in the company following a training and participation programme.

Soon, sister companies were founded in Freienbach, Dubai, Zug and Fortelaza. This also includes membership in one of the leading international alliances of independent trustees, lawyers, tax experts, auditors and management consultants. In 2017, we became a member of IR Global, the most innovative multidisciplinary service network in the world.

Abdullah Demir has been a partner at Walser & Partner since 2001, while Tobias Wilhelm and Timon Witschi have been partners since 2003 and 2016 respectively. Together, they represent both stability and continuity.

Our development since 1995:

Locations.