Balmer-Etienne in brief

We are the largest small advisory services company in Central Switzerland and the region of Zurich. Large enough to deal professionally with your challenging and complex questions and mandates. And small enough to act in your interests in a personal, direct and timely manner.

  • Founded in 1948 in Lucerne
  • Legal form: joint stock corporation
  • 130 employees, of whom:
    11 partners, 40 members of management
  • 3 locations (Lucerne, Zurich, Stans)

Our clients are SMEs with comprehensive needs, SME owners, public entities and NPOs



Founded by Walter Balmer-Etienne


Conversion of the sole ownership to W. Balmer-Etienne Treuhand AG, Lucerne


Merger with Bircher Treuhand AG, Stans


Restructuring of the family AG to a partnership (with holding structure)


Merger with Realfida Treuhand & Revision AG, Zurich


Change of company name

  • Balmer-Etienne Treuhand AG, Lucerne to Balmer-Etienne AG Lucerne
  • Balmer-Etienne Treuhand AG, Stans to Balmer-Etienne AG Stans
  • Realfida Treuhand & Revision AG, Zurich to Balmer-Etienne AG Zurich

Purchase of Jöhl & Partner AG, Lucerne and integration into Balmer-Etienne AG


Merger of operational entities into Balmer-Etienne AG with locations in Lucerne, Zurich and Stans