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Individual and competent

Fiduciary and Financial Advisory from one Source

You would like to place your taxes, your financial planning, your estate planning, the financial management of your company or other activities in reliable hands?

Do you value personal support from a permanent contact person, an individual approach and a pleasant eye-level cooperation?

Then we look forward to hearing from you.

our Expertise

Your partner for fiduciary, tax, financial and estate planning services

TreFida provides comprehensive fiduciary and advisory services to individuals and businesses in the areas of wealth and financial planning, taxes, estate planning, social security, financing and financial management.

We support you in creating and implementing a professional strategy and a structured plan for the cross-generational transfer of wealth. As a general contractor, we coordinate all respective tax, legal, financial and business aspects for you.

Within the framework of special mandates, TreFida also supports your company in the establishment and further development of a professional financial and risk organization.

What you can expect from us

Individual Assistance

  • Support from a single partner
  • Tailored to your needs
  • Owner-managed


  • Many years of experience
  • Comprehensive know-how
  • Solution-oriented

Transparent, fair Prices

  • No expensive overhead cost
  • Fair rates
  • Transparent invoicing

Our Services

Private Clients

We provide comprehensive advice on all financial and tax matters and assist you in planning the wealth transfer to the next generation.


You can expect professional services and advice for the financial and risk management of your company tailored to the needs of your business.

Special Mandates

Within the scope of special mandates, we provide you with well-founded advice on regulatory and business issues in balance sheet and risk management.

Do you need support?


Call us, write us an e-mail or use the form to contact us. We look forward to receiving your message.