Our Advisory Network
At taxum AG, we know that tax matters are often connected to bigger life decisions -relocating, purchasing property, planning retirement, or structuring your wealth.
To make these transitions as smooth as possible, we collaborate with trusted professionals who complement our work and share our commitment to personal, high-quality advisory.
Explore our network across
Real Estate Advisory
Swiss Advisory Services
Swiss Real Estate Advisory for International Clients
Swiss property acquisition advisory
Swiss Advisory Services has been supporting international clients since 2009 in the purchase and sale of Swiss real estate — from primary residences to exclusive holiday homes.
Combining global perspective with deep local expertise, the firm guides clients discreetly and strategically through every step of the Swiss property journey. Their advisory approach is particularly valuable for internationally active individuals navigating legal, financial and practical aspects of acquiring property in Switzerland.
We value our collaboration with Swiss Advisory Services when assisting international clients with the tax implications of Swiss property ownership, cross-border asset structuring and relocation planning.
Wealth Planning & Financial Advisory
Connected Financial Planning
Cross-Border Financial Planning for U.S. Citizens in Switzerland
Integrated U.S.–Swiss financial planning & tax strategy
Connected Financial Planning is a fiduciary firm specializing in cross-border financial planning for U.S. citizens living in or relocating to Switzerland.
The firm integrates investment advisory and tax strategy to support globally mobile individuals in building, preserving and transferring wealth with clarity and confidence. Their expertise is particularly valuable in navigating the complexity of U.S.–Swiss tax interaction, reporting obligations and long-term financial structuring.
We value our collaboration with Connected Financial Planning when advising U.S. clients who require coordinated guidance across Swiss tax compliance and international wealth planning.
deVere & Partners Switzerland SA
Cross-Border Financial Planning & Wealth Management
Tax-efficient retirement & international wealth strategies
deVere & Partners Switzerland SA provides cross-border financial planning and wealth management services for high-earning, globally mobile professionals and Swiss nationals.
The firm specializes in tax-efficient retirement structuring, international pension coordination and globally diversified investment strategies. With a strong understanding of jurisdictional complexity, deVere supports clients in aligning long-term wealth planning with cross-border tax considerations.
We value our collaboration when advising internationally active individuals whose Swiss tax matters intersect with retirement planning, pension optimization and international asset structuring — ensuring coordinated and forward-looking guidance.
her Financial Freedom
Wealth Mentoring for International Women
Cross-border wealth mentoring & investment education
her Financial Freedom empowers women to achieve financial independence through personalized wealth mentoring and practical investment education.
Founded by cross-border finance expert Cristina Jaeger, the platform has supported more than 2,500 women in building investment confidence and long-term wealth across multiple jurisdictions. With a strong international focus, her Financial Freedom equips women to make informed financial decisions — regardless of where they live or invest.
We value our collaboration when supporting internationally active women who seek clarity not only in their Swiss tax matters, but also in their broader wealth strategy and financial independence.
Swiss Insurance & Financial Advisors (SIFA) GmbH
Independent Insurance Brokerage | FINMA Licensed
Independent insurance advisory in Switzerland
Swiss Insurance & Financial Advisors (SIFA) GmbH is a Switzerland-based, FINMA-licensed insurance brokerage founded in 2001. The firm delivers independent risk and insurance solutions for individuals, expats and SMEs, built on transparency, regulatory expertise and tailored protection strategies.
We value our collaboration when advising international clients whose Swiss tax planning intersects with health insurance, pension structuring and cross-border risk considerations.
Legal Advisory
burckhardt AG
Swiss Business Law Firm | Basel & Zurich
Swiss legal and tax advisory services
burckhardt AG is an independent Swiss business law firm with offices in Basel and Zurich. The firm combines a cohesive team of specialized lawyers with a strong commitment to client-focused, pragmatic and solution-oriented advice.
Providing legal and tax services at the highest professional level, burckhardt AG supports clients with tailored solutions that reflect both their individual circumstances and broader regulatory environments.
We value our collaboration when advising international clients whose Swiss tax matters intersect with complex legal structuring, cross-border considerations and strategic planning.
U.S. and UK tax advisory
USTAXFS
US & US/UK Cross-Border Tax Advisory
Specialist US tax advisory across Europe
With over 35 years of experience, this leading boutique tax accounting firm is one of the largest specialist practices in the UK and Europe dedicated to U.S. and U.S./UK tax matters. With offices in London, Zurich and Geneva, the firm provides expert U.S. tax advice, planning and compliance services to individuals, trusts, funds and corporations affected by the U.S. tax system worldwide.
Its multidisciplinary teams include U.S. tax accountants, UK tax specialists and U.S. attorneys, delivering in-depth expertise across complex cross-border environments. As a member of Geneva Group International (GGI), one of the world’s largest global alliances of independent professional firms, the firm combines specialist focus with international reach.
We value our collaboration when advising U.S.-connected individuals in Switzerland whose tax matters require coordinated U.S. and Swiss expertise across jurisdictions.
Immigration & Relocation
Samuelian Immigration Law (SIL)
Swiss Immigration & Residence Advisory
Swiss immigration and residence permit advisory
Samuelian Immigration Law (SIL) is a Zurich-based boutique firm providing pragmatic and comprehensive Swiss immigration solutions for companies and individuals.
The firm delivers strategic advice, compliance guidance and end-to-end support across work permits, residence permits and visa matters. With a practical and solution-oriented approach, SIL supports internationally mobile clients in navigating Swiss immigration requirements efficiently and confidently.
We value our collaboration when advising international individuals whose relocation to Switzerland requires coordinated immigration and tax planning.
Alliance Relocation
Expert Relocation Services for Switzerland
Relocation support for individuals and families moving to Switzerland
Alliance Relocation supports individuals and families moving to Switzerland with comprehensive, multilingual relocation services.
From finding the right home to managing administrative and practical details, their team ensures a smooth transition into Swiss life. With a strong understanding of the local landscape, Alliance Relocation helps internationally mobile professionals settle efficiently and confidently - reducing complexity during a significant life transition.
We value our collaboration when advising international clients on the tax implications of relocating to Switzerland, ensuring coordinated guidance across residence planning, timing considerations and practical settlement.
Executive Development
Peloquin
Executive Coach & Organizational Development Consultant
Catherine Peloquin is an executive coach and organizational development consultant specializing in performance under pressure.
With over 20 years of experience supporting leaders in high-stakes environments, she strengthens executive presence, communication clarity, emotional intelligence and sustainable stress management. Her work is particularly valuable for internationally active professionals navigating demanding roles, complex transitions or cross-cultural environments.
Grounded in performance science and neuroscience-based tools — including nervous system regulation — Catherine supports leaders in improving decision quality, resilience and influence. She also facilitates outdoor team-building experiences and custom workshops designed to build trust and long-term performance capacity.
We value our collaboration with Catherine when supporting international clients who seek not only tax clarity in Switzerland, but also strategic and personal strength in their professional roles.
We value long-term collaborations with like-minded professionals. If you believe our advisory services complement each other, we would be pleased to connect.