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 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.
The Swiss Agency Immobilien
Personal real estate consulting with an international perspective
The Swiss Agency Immobilien is a boutique real estate firm focused on Zurich, Zug and Schwyz.
The company supports buyers and property owners in the purchase and sale of real estate, combining local market expertise with international experience, digital marketing and modern technologies. Founded by former expats, the team brings a unique international perspective to its advisory services.
We particularly value our partnership with The Swiss Agency because of its personalized, owner-managed approach, its modern marketing strategies, and its deep understanding of both local and international clients.
Wealth Planning & Financial Advisory
Connected Financial Planning
Cross-border financial planning for U.S. citizens in Switzerland
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.
her Financial Freedom
Wealth Mentoring for International Women
Enabling Internationally Living Women to Build, Protect and Grow their Wealth - Across Borders and Over Generations.
Cristina is a financial expert with over 14 years of experience in international wealth management—from Zurich to Hong Kong. She has advised high-net-worth private clients at renowned banks such as UBS, where she developed customized investment strategies and successfully grew portfolios worth millions.
Today, she is fully dedicated to her life’s mission: helping women around the world take control of their finances with confidence. Through her company, herFinancialFreedom, she pursues a clear goal—to strengthen financial literacy, enable true independence through strategic investments, and thereby close the gender wealth gap.
Through her signature program, Wealth Mentoring, she provides personalized, one-on-one guidance to help women achieve financial independence. With clear strategies, practical tools, and an inspiring community, she demonstrates how wealth building can become tangible and achievable. Her goal is to use her company to help every woman gain the knowledge and self-confidence needed to become financially free and realize her dreams.
We value our partnership in supporting women working internationally who are seeking clarity not only regarding their Swiss tax matters but also regarding their financial independence.
Swiss Insurance & Financial Advisors (SIFA) GmbH
Independent Insurance Brokerage | FINMA-Licensed
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.
finelles
Financial Advice for Women in Switzerland
Finelles is a provider of comprehensive financial planning services tailored to women and couples.
The company supports its clients with retirement planning, investments and pension-related matters, guiding them in building wealth strategically over the long term. Founder Clara Creitz brings extensive experience in financial planning and makes complex topics accessible and practical.
We value our collaboration with Finelles especially for their strong focus on financial empowerment, their independent advice and their commitment to long-term financial security.
FinancePhoenix
Financial Planning & Consulting
FinancePhoenix is a provider of comprehensive financial planning services designed to protect against personal risks in Switzerland.
The company helps people systematically analyze their financial situation and effectively manage risks through a combination of e-learning, expert consultations, and personalized one-on-one financial planning tailored to their individual goals and circumstances.
We particularly value our partnership with FinancePhoenix because of its structured approach, its combination of education and consulting, and its clear focus on long-term financial security.
AM Wealth Management
Independent and transparent financial advice
AM Wealth Management specializes in supporting British and Irish expats across Europe. Founder Andrew Mallon advises clients on pensions, investments, and retirement planning with a strong focus on transparency.
With extensive experience in international financial planning, Andrew Mallon understands the challenges that come with living and working abroad. His approach is based on clear communication and long-term financial security - without unnecessary complexity. In association with Forest Wealth, clients benefit from the backing of an established firm combined with personal and dedicated advice.
We highly value our collaboration with AM Wealth Management. Their expertise in international financial situations, and their personal approach make them a trusted and valuable partner.
Legal Advisory
burckhardt AG
Swiss Business Law Firm | Basel & Zurich
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
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
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.
Smart Depart
Subletting service for international clients
SMART DEPART is a provider of professional furnished apartment rental services in Switzerland.
The company manages the entire rental process – from marketing and guest communication to cleaning and secure storage of personal belongings. This allows property owners to rent out their homes easily and efficiently, without dealing with operational details, while generating additional income.
We value our collaboration with SMART DEPART especially for their well-designed end-to-end service, their high service quality and their ability to make property rental simple, transparent and hassle-free.
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.
IT-Service
skarp
IT Services for Businesses
Skarp GmbH is a provider of managed IT services with a focus on small and medium-sized businesses.
The company supports businesses in operating their IT infrastructure in a reliable, secure and efficient way. Through proactive solutions and continuous support, Skarp helps minimize downtime, reduce cyber risks and sustainably improve productivity in day-to-day operations, with a strong focus on creating a stable and scalable IT environment.
We value our collaboration with Skarp especially for their high reliability, their strong focus on IT security and their ability to translate complex IT topics into practical, easy-to-understand solutions.
We value long-term collaborations with like-minded professionals. If you believe our advisory services complement each other, we would be pleased to connect.