Holistik is an agile and forward-thinking wealth planning boutique, with Swiss and international tax and law expertise.

Thanks to rich career paths in Switzerland and abroad, we bring together sound industry knowledge and practical experience built up in reputable law firms and global companies. We are entrepreneurs specialised as lawyer, notary, tax expert, pension and insurance, wealth planner.

Our role is to know the opportunities, measure risk and manage uncertainty. We believe in personal commitment and tailored service for specific client needs. That’s how we support you to shape your financial future and bring success in the long term.

Members of the International Fiscal Association and ExpertSuisse, Holistik regularly contributes to authoritative publications and as experts in specialist events. Holistik is a member of the Committee for Legal Affairs of GSCGI (Swiss Association of Independent Financial Advisors).