Private clients

Your challenges are our motivation.

Private client consulting

As a private person, you are confronted with various challenges in all phases of your life. Whether you’re an entrepreneur, an executive or a wealthy private individual, everyone wants customised solutions for planning their asset, tax and legal situation.

As a private person, you not only build up your assets but also want to use, optimise and expand them in order to give your family the necessary security later on. Be it in the optimal structuring of assets, investments at home and abroad or in succession planning, we accompany you at every stage.

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Our expertise

As a private customer, you benefit from Balmer-Etienne’s multidisciplinary expertise. We have the expertise for all stages of life and offer you everything from a single source. You can count on our full support even where cross-border issues are concerned.

Regardless of how complex your situation is, we offer you customised, pragmatic solutions, true to our value proposition. Our network of accounting experts, tax advisors, lawyers and financial experts will be happy to support you.

With Balmer-Etienne, you have a trustworthy partner at your side. Contact us to arrange an initial, non-binding consultation. Your challenges are our motivation.


Asset structuring

• Analysing the matrimonial property and inheritance law situation • Development and support of family strategies • Preserving and safeguarding your life's work • Establishing and managing foundations

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Succession / estate planning

• Inheritance, estate and succession planning • Assistance with the execution of wills • provision orders • Patient decrees • Preventive care planning

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Real estate / luxury goods

• real estate transactions • Preparation of valuation and appraisal reports

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Cross-border mobility

• Advice and support with immigration and relocation from abroad to Switzerland, including residence permits / work permits • VAT and customs issues

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Steuern Privatpersonen

Tax declarations

• Provide all necessary documents / information • Preparation of the annual tax returns • Verification of tax invoices / assessments • Raising objections • Advice on general tax issues and possibly obtaining tax rulings

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May we help you further?

  • Denis Glanzmann


    lic. iur., Attorney at Law

  • Philipp Dahinden


    Swiss Certified Fiduciary

  • Simone De Turris

    De Turris

    lic. iur. HSG, Swiss Certified Tax Expert

  • Christian Reinert


    Swiss Certified Fiduciary

  • Renate Spichtig


    Fiduciary with swiss examination, Social insurance specialist with swiss examination

  • Stefanie Gugger

    Stefanie Gugger

    lic. iur., Swiss Certified Tax Expert