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Gruppenfoto FiduCasa AG

Services Designed to Work Together

FiduCasa brings together areas of expertise that are closely interconnected in practice. While real estate asset management, fiduciary services and tax matters are often handled separately, we provide a coordinated and integrated structure.


This reduces interfaces, simplifies processes and enables coordinated decisions that create sustainable value over the long term.

Real Estate

real estate asset management, ACCOUNTING, MARKETING AND PROJECTS

In the real estate sector, we provide comprehensive real estate asset management services and support real estate owners, management companies and investors with commercial, organisational and administrative matters. Our services include ongoing real estate management, real estate accounting, the coordination of maintenance and service providers, as well as support with lettings, marketing and real estate projects.


We place particular emphasis on transparent processes, reliable communication and the sustainable management of your real estate. Our objective is to organise day-to-day operations efficiently, preserve real estate values over the long term and make effective use of development potential.

Commercial and administrative real estate asset management

Real estate accounting and service charge statements

Management of tenancies and ongoing correspondence

Real estate marketing, lettings and presentation

Coordination of maintenance, repairs and external service providers

Support for real estate projects, refurbishments and developments

Support with budgeting, planning and reporting

Additional services tailored to individual requirements

Gruppenfoto FiduCasa AG

Fiduciary

ACCOUNTING, FINANCE AND ADMINISTRATIVE SUPPORT

In the area of fiduciary services, we support companies, self-employed professionals and private clients in the reliable organisation of their financial and administrative affairs. Our services include ongoing accounting, the preparation of financial documentation, accounts receivable and accounts payable management, as well as the preparation of financial statements and analyses.


We ensure that financial information is prepared clearly and transparently, deadlines are met and financial processes are properly structured. This gives you a reliable overview of your financial position at all times and enables you to make decisions based on clear and dependable information.

Ongoing financial and management accounting

Accounts receivable and accounts payable

Payroll accounting and social insurance

Preparation of annual and interim financial statements

Financial reporting, analyses and management overviews

Administrative support in day-to-day operations

Structuring and optimisation of internal financial processes

Additional services tailored to individual requirements

Gruppenfoto FiduCasa AG

Tax

TAX ADVISORY, TAX RETURNS AND FORWARD-LOOKING PLANNING

We advise private individuals, self-employed professionals and companies in Switzerland on a wide range of tax matters. We assist with the preparation of tax returns, review relevant documentation, support clients throughout tax assessments and provide professional advice on tax planning.


Our advisory services cover, among other areas, income and wealth taxes, corporate taxes, real estate capital gains tax, value added tax and withholding tax. We provide clarity, prepare relevant information with due care and represent your interests before the tax authorities. Our approach goes beyond ensuring compliance with statutory obligations: we also provide forward-looking tax planning tailored to your personal, professional or business circumstances.

Tax returns for private individuals

Tax returns for companies and self-employed professionals

Tax planning and optimisation

Advice on income, profit and corporate taxation

VAT, withholding tax and other types of taxation

Review of tax assessments, tax calculations and decisions

Representation in dealings with tax and other public authorities

Additional services tailored to individual requirements

Gruppenfoto FiduCasa AG

Let’s Discuss Your Requirements

Whether you require support with real estate asset management, fiduciary matters or taxation, we take the time to understand your situation and identify the form of support that best meets your needs.


FiduCasa stands for clear responsibilities, structured processes and professional collaboration built on sound expertise. If you have a specific matter you would like to discuss, we look forward to hearing from you.

Gruppenfoto FiduCasa AG