Stocker Tax & Legal

About Stocker Tax & Legal

Stocker Tax & Legal is a Zurich boutique founded in 2023 by a tax and legal specialist with three decades of senior experience at a family office, banks and trust companies. It focuses on wealthy individuals, families, family entrepreneurs and their companies and asset structures, and also advises start-ups and small or medium-sized businesses. Foreign private clients and expatriates are named customer groups, and a relocation area supports people moving to Switzerland in a compliant manner. Philanthropy is a further specialism, covering charitable foundations. The founder also sits on company boards and charitable boards and acts as protector of common-law trusts. Work combines tax planning and returns with legal documentation, supported by a national and international network of specialists. The website is available in English, German and French.

Services

Private-client income, wealth, inheritance and gift tax advice, complex tax returns with international assets, objections and appeals, trust and family foundation tax treatment, retirement and property taxation. Corporate work includes tax health checks, restructurings, succession planning, tax rulings, company tax returns and tax audits. Legal services cover wills, marriage and succession contracts, drafting of articles of incorporation and organisational regulations, shareholder agreements, board mandates and an outsourced corporate legal office handling minutes and corporate documents.

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

Licences and registrations

• International Fiscal Association (Swiss branch) member
• Swiss Financial Planners Organization member

As declared by the firm. Check a licence with the regulator before you rely on it.