Gewerbe-Treuhand AG

About Gewerbe-Treuhand AG

Founded in 1944 and owned by the Lucerne cantonal SME and trade association, this fiduciary and real estate group employs roughly 190 people across a Lucerne head office and a dense network of branches in Central Switzerland, including Zug, Sursee, Hochdorf and Stansstad. It serves small and medium-sized enterprises, self-employed owners and private clients, combining accounting, tax, VAT and payroll with legal advice, mergers and acquisitions, succession planning and a large property management and construction arm. A start-up section covers business plans, comparison of legal forms, organisation and the foundation of a company from idea to registration. The firm is a silver partner of Abacus software and also sells and implements that platform for clients. The site is offered in German and English, but no programme for foreign clients is described.

Services

Business services include bookkeeping and financial systems, tax planning, VAT support, payroll and personnel administration, legal advice, M&A and corporate finance, start-up support with business plan, financial planning, legal-form comparison and company foundation, plus pension planning and succession. Abacus licences and implementation are offered. Private clients receive tax, pension and wealth planning and help with family life events. The real estate division covers management, construction management, valuation, marketing and letting of properties.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✕ Residency and visas: not listed
• ✕ Corporate secretarial: not listed
• ✕ Virtual office: not listed