{"id":1006393,"date":"2025-12-23T16:27:17","date_gmt":"2025-12-23T16:27:17","guid":{"rendered":"https:\/\/mutara.ch\/services\/family-office\/"},"modified":"2026-08-04T05:45:36","modified_gmt":"2026-08-04T05:45:36","slug":"family-office","status":"publish","type":"page","link":"https:\/\/mutara.ch\/en\/services\/family-office\/","title":{"rendered":"Family Office"},"content":{"rendered":"
\n
\n
\n

Family Office<\/h1><\/div><\/div>\n<\/div>\n<\/div>\n\n
\n
\n

Your business in focus, your numbers under control<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

\n
\n
\n

Family Office Services with Substance
<\/h2>\n<\/div><\/div>\n\n
\"Family<\/span><\/div>\n\n

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.<\/p>\n

We specialize in securities accounting, reporting, and consolidation for family offices, banks, asset managers, and lawyers.
With particular expertise in US and UK accounting.<\/p>\n

With four locations (Baar, Z\u00fcrich, Lugano and Liechtenstein), we cover two of Europe's most important family office hubs.
Excellent in our work and close to our clients \u2013 with a management team that is directly accessible.<\/p>\n

<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

\n
\n
\n

How we support you<\/h2><\/div><\/div>\n<\/div>\n<\/div>\n\n
\n
\n

SECURITIES ACCOUNTING<\/h3>\n<\/div><\/div>\n\n
    \n
  • Ongoing securities accounting for trusts, foundations, and holdings<\/li>\n
  • Recording of purchases, sales, dividends, interest<\/li>\n
  • Portfolio valuation<\/li>\n
  • Currency conversions and foreign currency positions<\/li>\n
  • Corporate actions (splits, mergers, spin-offs)<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n
    \n

    REPORTING<\/h3>\n

     <\/p>\n<\/div><\/div>\n\n

      \n
    • Custom reports according to your requirements<\/li>\n
    • Performance reporting<\/li>\n
    • Asset overviews for beneficiaries<\/li>\n
    • Tax reporting for various jurisdictions<\/li>\n
    • Regular or ad-hoc reports<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n
      \n

      CONSOLIDATION<\/h3>\n

       <\/p>\n<\/div><\/div>\n\n

        \n
      • Consolidation of group structures<\/li>\n
      • Elimination of intercompany transactions<\/li>\n
      • Consolidated financial statements<\/li>\n
      • Multi-entity reporting<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n
        \n
        \n

        INTERNATIONAL ACCOUNTING<\/h3>\n<\/div><\/div>\n\n
          \n
        • US accounting (US GAAP)<\/li>\n
        • UK accounting<\/li>\n
        • Offshore companies<\/li>\n
        • Coordination with foreign tax advisors and lawyers<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n
          \n

          ANNUAL FINANCIAL STATEMENTS<\/h3>\n

           <\/p>\n<\/div><\/div>\n\n

            \n
          • Annual financial statements for trusts and foundations<\/li>\n
          • Holdings and investment companies<\/li>\n
          • Standards: CO, Swiss GAAP FER, IFRS, US GAAP<\/li>\n
          • Audit support<\/li>\n<\/ul>\n<\/div><\/div>\n<\/div>\n\n
            <\/div>\n<\/div>\n<\/div>\n\n
            \n
            \n
            \n

            MUTARA at a Glance<\/h2><\/div><\/div>\n<\/div>\n<\/div>\n\n
            \n
            \n

            <\/span><\/span><\/p><\/div><\/div>\n\n

            Years in Business<\/p>\n<\/div><\/div>\n<\/div>\n\n

            \n

            <\/span><\/span><\/p><\/div><\/div>\n\n

            Years Combined Team Experience<\/p>\n<\/div><\/div>\n<\/div>\n\n

            \n

            <\/span><\/span><\/p><\/div><\/div>\n\n

            Baar - Z\u00fcrich - Lugano
            Liechtenstein (Balzers)<\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

            \n
            \n
            \"EXPERTsuisse<\/span><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n
            \n
            \n
            \n

            As a pearl in the fiduciary industry, we combine client proximity with excellence<\/h2>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n
            \n
            \n
            \"Specialized\"<\/span><\/div>\n\n

            Specialized<\/h4><\/div><\/div>\n\n

            Securities accounting is our core business.
            Not a by-product.
            <\/p>\n<\/div><\/div>\n<\/div>\n\n

            \n
            \"International\"<\/span><\/div>\n\n

            International<\/h4><\/div><\/div>\n\n

            US GAAP, UK, offshore \u2013 we know the international requirements.
            <\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n\n

            \n
            \n
            \"Discreet\"<\/span><\/div>\n\n

            Discreet<\/h4><\/div><\/div>\n\n

            We guarantee discretion.
            Without compromise.<\/span><\/p>\n

            <\/p>\n<\/div><\/div>\n<\/div>\n\n

            \n
            \"Independent\"<\/span><\/div>\n\n

            Flexible<\/h4><\/div><\/div>\n\n

            Every asset structure is different.
            We adapt.<\/span>
            <\/p>\n<\/div><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n

            Einfach starten \u2013 in 3 Schritten zur Entlastung<\/h2><\/div><\/div><\/div><\/div>

            1<\/p>\n<\/div><\/div>

            Erstgespr\u00e4ch<\/h4><\/div><\/div>

            Wir h\u00f6ren zu und verstehen Ihre Situation. Kostenlos, unverbindlich.<\/p>\n<\/div><\/div><\/div>

            2<\/p>\n<\/div><\/div>

            Angebot<\/h4><\/div><\/div>

            Klare Leistungen, klare Preise.
            <\/p>\n<\/div><\/div><\/div>

            3<\/p>\n<\/div><\/div>

            Zusammenarbeit<\/h4><\/div><\/div>

            Sie haben einen festen Ansprechpartner. Wir legen los.<\/p>\n<\/div><\/div><\/div><\/div><\/div>\n\n

            \n
            \n
            \n

            Get in touch with us<\/h2><\/div><\/div>\n\n
            <\/div>
            \n