Audit & Trust

Revision

capitare ag is licensed by the FAOA as an audit expert (FAOA no. 505411). Accordingly, we can perform special audits and financial statement audits for you. Ask for a non-binding offer. We will be happy to check our independence with regard to the specific mandate, whether we have the time resources and can ensure the professional qualifications. In any case, you will receive a prompt response from us.

Trust

We are happy to take over bookkeeping with a few entries per year. For extensive bookkeeping we cooperate with a designated trust office, as our core area is and should remain the preparation of financial statements and tax advice.

We will be happy to advise you on which approach is suitable for your company. What you may also take on yourself and how the cooperation with the trustee and us can be efficiently coordinated and set up.

Divisions of inheritance

From our own experience we know how emotional inheritance divisions are and how good solutions can be found and worked out for all parties involved. Unfortunately, statistics show how often family ties are destroyed or end up before the judge because of inheritance disputes. We are convinced that this does not have to be the case.

If you are looking for an external person who mediates in a community of heirs and helps as an expert to find a coherent solution for all parties involved, please contact us.

No - we are not lawyers. BUT we know a thing or two about finance and like people.