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IWF and ASSOCIATES Swiss financial consulting firm Tailor-made support for cross-border workers and Swiss residents

Financial Expertise

IWF and Associates is a firm

Swiss wealth consultancy ,

focused on tax optimization,

management and planning

financial, for Swiss residents, as well as cross-border workers.

OUR EXPERTISE AT YOUR SERVICE

FINANCE - INSURANCE - TAXATION

IWF and ASSOCIATES  
Swiss financial consulting firm
Tailor-made support for cross-border workers and

Swiss residents

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OUR OFFICE

IWF and Associates is a
consulting
, planning and
management based in Switzerland.


We support cross-border workers,
expatriates and residents of Switzerland

through administrative management and
daily financial.

IWF et Associés was born from the strong desire to provide comprehensive advice that is refocused on the demands and needs of each individual.
of us, you can thus
focus on the essentials.

We combine our skills and
our experiences, guided by respect for fundamental values, which make IWF et Associés a partner of choice.

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Professional woman

At the beginning of your career,
upon your arrival in Switzerland ,
from your first job,
or after several years of
work...

Together we build your
financial future
. We support you in the realization of your projects and are with you to achieve your life goals .
At any time and throughout your career, whether you are a newcomer or a long-standing Swiss worker, we are with you as a single point of contact...

IWF

OUR SERVICES AND EXPERTISE

For France | Switzerland border workers and Swiss residents

Health insurance with IWF

Insurance

Experts who will help you
We will advise you by offering
tailor-made insurance for you!

(CMU / LAMAL,

border mutual insurance..)

Tax optimization with IWF

Tax Optimization

Experts who will help you
will advise on optimizing

your financial situation
tailor-made for you!

(Rectification of taxes at source (DRIS), Quasi-Resident (TOU), Assistance with the French tax return, etc.)

Retirement planning with IWF

Retirement Planning

Experts who will help you
We will advise you on securing your future

and also that of your loved ones

(Savings, Life insurance, etc.)

WHAT CUSTOMERS SAY
FROM OUR OFFICE

5/5

Steve Autin

We met Mr. Hugon, the meeting was very enriching and he really took the time to help us. He listened and gave clear explanations and above all gave us very good advice. We highly recommend him!

5/5

Elea Perreira

Many thanks to Sofia who took over my file, she took the time to really explain the system to me as a cross-border worker. I was finally able to see things more clearly and we planned my projects together in complete transparency and kindness!
Thank you for your professionalism!

5/5

Leila Roullez

Sofia who welcomed me was efficient and very clear with all the explanations and very responsive to my requests.
This advice and our discussions helped to regularize my complicated situation.
I highly recommend this firm!

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