Welcome. IT IS nice TO HAVE YOU here.

Our Services

You are the one and only focus of our attention. We advise you independently and according to your needs.

Private Individuals

Take control of your finances. We support you – simply and personally.

Regardless of your life situation, our expertise provides you with security in all financial matters.

We prioritize clear communication on an equal footing.

Businesses and business owners

Focus on your core business. We help you manage your financial matters.

We handle your accounting and advise your SME from start-up to succession planning.

By optimizing the flow of money between business and personal accounts, we help you save money effectively.

Recent Posts

Imparting financial literacy is a matter close to our hearts. We are happy to share our financial knowledge with you.

Upcoming Events

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Get to know us

We are a young, motivated team. Together, we give our all for you.

Ismael Ogi

Owner / Head of Mandate

SMEs and mid-sized companies are the backbone of the Swiss economy. I am captivated by their diversity and innovative prowess and am eager to contribute to their success with my dedication.
For the past seven years, I've held pivotal roles as head of mandate in the fiduciary sector. My academic foundation is solidified with a Bachelor's degree in Business Administration from the University of Bern.

Thomas Wälti

Head of Mandate / Business Dev.

I aim to forge robust networks and share financial expertise. Interacting with our clients continually enriches my knowledge. Fiduciary work is tangible; it revolves around people and their unique needs.
As a financial advisor, I took charge of overseeing companies and executing intricate transformation projects. I pursued a Master's degree in Financial Management, studying in Bern, Tampere, and Seoul.

Melanie Ogi

Legal Adviser

By precisely classifying your legal queries, we instill clarity and assurance. This dedication garners significant trust and gratitude from our clientele.
The realms of law and justice have always captivated me. I am a licensed attorney, my primary profession lies with the victim assistance department of the Canton of Bern.

Testimonials

We value our clients. Our clients have confidence in us.

 

Our Partners

We serve as your personal contact for all-inclusive fiduciary services. When needed, we tap into our proficient network of experts.

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Partner for Auditing Services
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Bonice & Partner
Expertise in Insurance Matters
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Notariat Schürch
The Notary Office We Trust
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For More Administrative Power
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Get in Touch

We offer a free initial consultation. Schedule your first appointment with us right here.

Alternatively, submit your inquiry using the contact form.

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