Our story and services
WE ALWAYS GET PERSONAL
Our clients are our priority. At Valui, client loyalty is more than a mere catch-phrase – it is a promise we keep. Many clients, both Swiss and international, have been with us for a long time. To ensure that this continues, we place all our know-how, time, and personal commitment to the service of our clients. Our extensive experience, both in Switzerland and internationally, and our outstanding individual services all work to your advantage. We take our promises seriously and are also supported by our strategic orientation and the evidence provided in our daily business.
STRATEGY
You are unique. There are good reasons why clients have trusted us. We actively engage you, the client, in dialogue. Everything we do is focused on you. Only then can we truly get to know you, understand you, and fully appreciate your needs and concerns. Such close collaboration has consistently brought forth innovative, high-quality, made-to-measure solutions that deliver a positive, lasting impact on private individuals, entrepreneurs, and corporate clients, both at home and abroad. Our commitment is to be a partner you can rely on from start to finish. A team of in-house experts covering a wide range of disciplines, hand-picked to meet your needs, is always available to assist you. Team spirit is something we live out every day – as is open communication and fair collaboration with business partners, authorities, and the media. It goes without saying that everything we do is subject to regular quality controls and complies fully with the general body of law and regulations specific to our industry.
SERVICES SPECIALISTS WITH AN EYE FOR THE BIG PICTURE
Comprehensive services for corporate and private clients Valui is a trust and consultancy company that focuses on providing services to corporate and individual international clients. The best grounds for good results Transparent invoicing and administration take high priority at Valui. Streamlined structures, effective decision-making, and ongoing efficiency monitoring all guarantee excellent value for money. Valui is thus in a position to pay special attention to the individual needs of its clients, allowing them to choose and combine services as required. The work we perform at Valui complies with all applicable legal framework conditions and industry-specific regulations and is subject to regular quality controls.
MERGERS AND ACQUISITIONS
A solid foundation for growth ideas and investments helps companies grow. Financing concepts developed by Valui have promoted entrepreneurship in Europe and worldwide. Services are provided in raising capital and divesting companies. Our specialists have a track record from IPO to sales to corporations and to venture and PE funds.
LEGAL AND TAX ADVICE
Be on the safe side Legal Advice Our legal experts place their extensive expertise in a wide variety of areas at your service. Their particular specialization consists of family, matrimonial, and inheritance law, including inheritance and successor planning, endowments, and the execution of wills. We are also experts in national and international corporate, business, and contractual law and international private law, providing advice on legal issues such as articles of association and shareholder agreements or employment contracts for employees, management staff, and expatriates. We collaborate with legal advisors abroad on complex issues in the field of international business law and assist companies in converting to different legal forms, performing mergers and acquisitions (incl. Legal Due Diligence), recapitalizations or liquidations, and relocating their head offices either within Switzerland or abroad. Furthermore, we advise clients on financial market regulation and compliance issues and represent them in extrajudicial proceedings (legal representation exclusively in tax disputes). Tax Advice As part of our tax services, we prepare tax returns, provide VAT and withholding tax accounting services, and file refund applications. Our experienced specialists advise you on matters under Swiss and international tax law and assist you in structuring, planning, and optimizing direct and indirect taxes, including social security contributions. Our core competencies also include advice in the fields of asset transfers, mergers, and acquisitions (incl. Tax Due Diligence), restructuring programs, spin-offs, recapitalizations, employee share schemes as well as real estate transactions. If required, we assist our clients in lodging objections and filing appeals and represent them in proceedings before the tax authorities and fiscal courts.
TRUSTS AND COMPANIES
Shouldering responsibility for your company. Our specialized company and trust administration team works closely with the legal and tax department and the client advisors, assisting in establishing and administering companies and trusts both in Switzerland and abroad. The team provides ongoing administration services and ensures compliance with legal parameters under company law and the applicable business regulations. Thanks to years of experience and in-depth knowledge in company law, we are familiar with the needs of companies of all different sizes and national origins and assume administrative and foundation mandates and carry out the domiciliation of companies. We also act as trustees or liquidators and assist our clients in the capacity of mediators. Our portfolio includes trustee and co-trustee services and support in all matters relating to trusts, protectorships, foundations, and Private Label Funds.
Daniel Biesuz
MLaw | Legal Structuring
Matjaz (Matt) Peterman
Fundraising and scaling