Balmer-Etienne at a glance
We are the largest small consulting firm in German-speaking Switzerland. Large enough to professionally handle demanding and complex issues and assignments in the areas of fiduciary services, auditing, and consulting. And small enough to act personally, directly, and quickly in the interests of our clients.
- Founded in Lucerne in 1948
- Legal form: public limited company
- 170 employees, including: 15 partners, 80 management staff
- 5 locations (Bern, Lucerne, Nidwalden, Zug, Zurich)
- Our clients are SMEs with comprehensive needs, SME owners, private individuals, public bodies, pension funds, and NPOs
Your needs
The world of occupational pension plans is becoming increasingly complex. Trust, neutrality, integrity, transparency, and professional expertise are in demand. We can offer all of this to a high degree. Our core competencies include auditing and advising pension funds, as well as supporting companies and private individuals in the area of occupational pension plans.
We can offer you the following services in the area of pension funds and pension consulting:
Pension funds
- Auditing of pension funds (company pension funds, collective foundations, 1e foundations), welfare foundations, vested benefits foundations, 3a foundations, and investment foundations;
- Support for mergers, asset transfers, partial liquidations;
- Consulting and support for planned dissolutions or new affiliations with collective foundations (relinquishment of autonomy);
- Tax assessment of real estate sales and preparation of property gains tax returns;
- Auditing and optimisation of internal control systems (ICS) and submission of audit reports in accordance with ISAE 3000, ISAE 3402, etc.;
- Provisional administration;
- Management of all financial accounting, including preparation of annual financial statements.
Employers
- Evaluation of the optimal pension plan affiliation by means of tenders and comparison of offers;
- Optimisation and adjustment of pension plans and pension structure.
Owner – Employee
- Pension and tax planning for private individuals;
- Retirement planning (pension or capital, asset planning, family office, purchases);
- Planning of asset investment after capital withdrawal;
- Tax planning in connection with succession arrangements or significant changes in assets
