HOLISTIK - strategic wealth planning

HOLISTIK - strategic wealth planning

Legal Services

Les Acacias, Geneva 693 followers

Forward-thinking tax and legal boutique

About us

HOLISTIK Ltd is an entrepreneur-led wealth planning boutique with Swiss and international tax and law expertise. We advise families and companies in multi-jurisdictional asset structuring, international tax, wealth transfer and asset protection, incl. domestic and cross-border relocation, corporate and private pension, succession planning, regulations and tax in Blockchain. Holistik provides legal and tax support, manages personal and business risks, considers clients’ concerns from different perspectives, and finds 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.

Website
https://holistik-wp.ch/
Industry
Legal Services
Company size
2-10 employees
Headquarters
Les Acacias, Geneva
Type
Privately Held
Founded
2020
Specialties
transfer pricing, relocation, pension, sustainability, cryptocurrencies, blockchain, international tax, tax, financial planning, succession, retirement, life insurance, company, startup, immigration, domicile transfer, legal, and blockchain

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