Holistik SA

www.holistik-wp.ch

Holistik Ltd is an entrepreneur-led financial planning boutique with Swiss and international tax and law expertise. We advise families, institutions and companies in multi-jurisdictional wealth planning, international tax, wealth transfer and asset protection, incl. domestic and cross-border relocation, corporate and private pension, succession and retirement planning, regulations and tax in Blockchain. Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family. Our role is to know the opportunities, measure risk and manage uncertainty. We are dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people. Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.

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Holistik Ltd is an entrepreneur-led financial planning boutique with Swiss and international tax and law expertise. We advise families, institutions and companies in multi-jurisdictional wealth planning, international tax, wealth transfer and asset protection, incl. domestic and cross-border relocation, corporate and private pension, succession and retirement planning, regulations and tax in Blockchain. Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family. Our role is to know the opportunities, measure risk and manage uncertainty. We are dedicated to driving positive change for better business and family goals, focusing on sustainability as a value-driver in growth, brand, strategy, and people. Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.

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2020

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