Ferax

Fiduciary services for small firms and private clients

Ferax Treuhand AG is a Swiss fiduciary company that looks after small and medium-sized businesses and private individuals. The site says it has now become part of the Trusso Group. The firm's core work spans accounts, legal and tax questions, statutory review and consulting for owners. For private clients the range runs from tax advice and legal advice to questions of pension provision and the settlement of an estate, and the firm says it also supports clients with company formation and with financing.

A single, consistent contact person

The firm's central promise is continuity. It says each client keeps the same trusted contact for its matters, and that its way of working is meant to take the load off the client, so that the owner can be confident that the affairs are in order. The firm describes itself as personally available to its clients on all levels and across the full range of its fields.

Auditing and review work

Ferax provides statutory audit and review work for companies. Its site presents the audit role as more than a formal check, and it says the firm can also advise on new topics or tricky questions that come up during an engagement. Auditing is part of a wider package of accounting, tax and legal support that the firm offers from one team.

Specialist work for insurers, foundations and associations

Because of its specialist licences, which the site lists as those of FINMA and the RAB, the firm is able to serve insurance companies, pension and other foundations, associations and clubs. The site says its knowledge of the insurance sector helps it turn complex regulatory requirements into practical solutions for clients, and that it values a pragmatic approach to implementing rules set by regulators.

Bookkeeping and the financial management of a business

Bookkeeping is offered for businesses across a range of industries. The firm describes its consulting as covering the financial management and development of an owner's activity, so the same team that keeps the accounts can advise on how the business is run and where it is heading.

International reach through partners

Through an international network, the firm supports companies and private clients across national borders. Its partners are familiar with the local laws and customs of their own countries, and the site says that this helps clients avoid the pitfalls that can arise when they operate abroad.

Start-up and succession support

Founders are supported from the start, with help on company formation and financing. The firm also says it assists owners with transitions in their businesses, which fits its wider role as a long-standing adviser to family-run and growing firms.

Ferax Treuhand AG is a fiduciary firm that supports small and medium-sized companies and private individuals. It offers bookkeeping, legal and tax advice, auditing and business consulting. The site notes that the firm has become part of the Trusso Group, and it stresses a single, consistent contact person for each client.

What Ferax offers

• Bookkeeping: accounts for firms across many industries.
• Tax advice: for companies and for private clients.
• Legal advice: including support with company formation and financing.
• Auditing: audit and review work for businesses.
• Business consulting: help at every level of a company.
• Private planning: pension provision and estate arrangements.

Customers and markets

Small and medium-sized businesses from different sectors, private individuals, insurers, foundations, associations and international clients. One hotel has been looked after by the firm for over twenty years.

Key facts

• Group: part of the Trusso Group
• Language: German
• Structure: Treuhand AG