Family Office
Your business in focus, your numbers under control
Family Office Services with Substance
Trusts, foundations, holdings, offshore companies.
Anyone managing complex asset structures needs a partner who understands the accounting.
Not just Swiss accounting, but international as well.
We specialize in securities accounting, reporting, and consolidation for family offices, banks, asset managers, and lawyers.
With particular expertise in US and UK accounting.
With four locations (Baar, Zürich, Lugano and Liechtenstein), we cover two of Europe’s most important family office hubs.
Excellent in our work and close to our clients – with a management team that is directly accessible.
How we support you
SECURITIES ACCOUNTING
- Ongoing securities accounting for trusts, foundations, and holdings
- Recording of purchases, sales, dividends, interest
- Portfolio valuation
- Currency conversions and foreign currency positions
- Corporate actions (splits, mergers, spin-offs)
REPORTING
- Custom reports according to your requirements
- Performance reporting
- Asset overviews for beneficiaries
- Tax reporting for various jurisdictions
- Regular or ad-hoc reports
CONSOLIDATION
- Consolidation of group structures
- Elimination of intercompany transactions
- Consolidated financial statements
- Multi-entity reporting
INTERNATIONAL ACCOUNTING
- US accounting (US GAAP)
- UK accounting
- Offshore companies
- Coordination with foreign tax advisors and lawyers
ANNUAL FINANCIAL STATEMENTS
- Annual financial statements for trusts and foundations
- Holdings and investment companies
- Standards: CO, Swiss GAAP FER, IFRS, US GAAP
- Audit support
MUTARA at a Glance
Years in Business
Years Combined Team Experience
Baar – Zürich – Lugano
Liechtenstein (Balzers)
As a pearl in the fiduciary industry, we combine client proximity with excellence
Specialized
Securities accounting is our core business.
Not a by-product.
International
US GAAP, UK, offshore – we know the international requirements.
Discreet
We guarantee discretion.
Without compromise.
Flexible
Every asset structure is different.
We adapt.
Get started easily – relief in 3 steps
1
Initial consultation
We listen and understand your situation. Free, no obligation.
2
Proposal
Clear services, clear prices.
3
Collaboration
You have a dedicated contact person. We get started.
Get in touch with us
🇱🇮 +423 377 07 77 | liechtenstein@mutara.li
Monday to Friday: 07:30–12:00 and 13:00–17:30