CJC Heilmann Private Office AG

About CJC Heilmann Private Office AG

CJC Heilmann Private Office is a Swiss fiduciary and multi-family office with three offices in Zurich, Wollerau and Zug, reporting roughly twenty years of experience. It looks after private individuals, entrepreneurs and families, with the tax return presented as its core skill and accounting, annual statements, VAT and payroll as a second pillar. A family-office line takes over administration, correspondence, coordination with banks and authorities, insurance and foundation administration, while the business consulting arm advises SMEs, family businesses and international companies on structures, succession, restructuring, holding structures and the formation and domiciliation of companies in Switzerland. Retirement and estate planning rounds out the offer. The site is published in English and German, with strong emphasis on discretion. No dedicated page exists for foreign founders or non-resident clients, and no prices are shown.

Services

Tax returns for individuals and legal entities, assessments, tax planning and representation; monthly to annual accounting, financial statements under Swiss law, IFRS or Swiss GAAP FER on request, VAT, payroll and controlling; formation and domiciliation of companies in Switzerland, board mandates, liquidations and holding structuring; administration, philanthropic services and asset consolidation; wills, marital agreements and estate administration, and sector-specific extras such as yacht management and legal cooperation.

• ✓ 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: offered
• ✕ Virtual office: not listed