Berchtold & Associés SA

Founded in 2013 by Patrick M. Berchtold, the company bearing his name is primarily dedicated to the administration and management of entities.

Today, the company specializes in providing domiciliation services for individuals in Switzerland and Portugal.

Berchtold & Associés SA, created in 2013 in Martigny in Valais, is a fiduciary company designed to meet the demands of a discerning clientele in terms of wealth and estate planning, tax advice, and domiciliation for individuals and/or legal entities.

We analyze and study the tax and asset situations of our clients in Switzerland and abroad in order to advise them and implement solutions tailored to their needs.

We emphasize innovation and creativity and insist on a clear understanding of the recommended solutions.

Our Swiss and international clientele includes individuals of all levels, from UHNWIs to those with more modest means.

In order to offer our clients an exceptional service, we have selected a range of first-class service providers such as financial institutions, notaries and law firms, independent asset managers, insurance companies, real estate brokers, and business service providers.

We work fluently in French, English, Portuguese, Spanish, and German.

Patrick M. Berchtold

OUR AREAS OF EXPERTISE

We are multidisciplinary and strive to serve our clients with the utmost care and attention.

Tax advice

We provide tax advice to optimize your personal or corporate tax situation.

Company administration and domiciliation

If you want to invest in Valais or elsewhere in Switzerland, develop your own business, or set up your own service company or holding company, don't hesitate to contact us: we can administer and domicile your company.

Accounting

If you want a comprehensive service, we can take care of your accounting (personal or business), VAT, payroll, insurance, pensions, and YOUR TAX RETURN.

Family office

We take care of everything to make your life easier, whether you are new to Switzerland or already living here:

Management of your financial portfolio and real estate assets, management of your insurance portfolio, management of your companies, schooling for your children, personal travel, chartering, etc.

Domiciliation of individuals

We take care of registering your domicile in the canton or state of your choice and according to your wishes, based on the results of your wealth planning.

We are also leaders in the domiciliation of working or retired individuals in Portugal.

Estate planning

We study and analyze your personal situation with the aim of organizing your assets for transfer or inheritance.

We also address the issue of your retirement and occupational pension plan.

Real Estate Page

If you are looking to buy or sell real estate, there is only one place to go:

BERCHTOLD & ASSOCIES SA takes care of everything for you and assists you in the process of buying or selling your property.