Asset Managers
We support small to mid-size asset managers and family offices without inhouse tax function in their corporate tax matters and their investment structuring and tax reporting.
Service Offerings
Workshops
- Swiss securities transfer tax (overview, do’s and dont’s, process & documentation)
- VAT (reverse charge VAT, qualification of asset management and distribution activities)
- Profit sharing, carried interest or employment incentive schemes (tax efficient structuring and pitfalls)
Costs: CHF 575 / hour (CHF 475 for SME, CHF 375 for startups)
Tax Review Process
- Definition of tax strategy (investor needs, how to handle tax risks and compliance obligations)
- Review of agreements with investors
- Prepare tax review checklist
- Coordinate tax review process with investment process (inputs to investment manual and investment proposition
- Adress post-deal compliance and monitoring process
Costs: CHF 4’000 – 6’000
High-level tax review
- Review investment documents with respect to tax risks and obligations
- Complete tax review check list
- Participate in a call with the tax advisor of the target (if required)
- Discuss tax topics with investment team
- Note: this high-level review is appropriate for fund investments and co-investments. For direct deals a proper tax due diligence is recommended (see M&A services)
Costs: from CHF 1’000 per investment
Further services (with third-party support)
- Incorporate Swiss entity
- Accounting
- VAT + Corporate tax compliance
- Regulatory clearance with Swiss regulator
