Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

Finance & Accounting

Making accounting, tax and fiduciary efficient, clear, and actionable.


Building a thriving international or local business around a market opportunity is challenging enough.

To avoid unpleasant and costly surprises down the line, it is essential to ensure that the underlying financial and tax implications are efficiently taken care of in the background from day one.


The Dr. J. Bollag & Cie. AG Finance unit has been a cornerstone service provider to the firm’s Family Office business since 1978, working in close cooperation with the Group’s Legal practice.

The team is used to scaling its expertise in mastering highly complex, international challenges to even the smallest project, corporate or private.

This is reflected in our cost structure and our pricing schedule. After all, family office clients may be wealthy, but they are also cost-conscious.

In-house capabilities

  • Accountancy across corporate structures
    using established accounting standards
  • Annual reports preparation and advisory
  • Budgeting and financial planning
  • Financial controlling
  • Cross-border tax planning & optimization
  • Preparation and filing of tax returns for
    natural persons and legal entities
  • Staff administration & HR advisory
  • End-to-end payroll management
  • Social security contributions
  • Corporate assessments*
  • Company audits*
  • Fiduciary services
* Independent audits, business and financial data analysis is performed by MHN Treuhand AG, a member of TREUHAND|SUISSE, the Swiss Association of Professional Trustees for professionally experienced, trustworthy and entrepreneurial generalists.

How can we be of assistance?

Why not contact us today to find out how we can turn accounting into a growth driver for your business.

Your Finance & Accounting Contacts

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Michael Risi
Department Head Operations
Fiduciary w. Federal Certificate of Competence / Certified Business Mgr. HF
Iris Elsener
Fiduciary w. Federal Certificate of Competence
Daniela Kyburz
Mandate Lead Accounting / Property Mgmt. KS/HEV
Lilo Portrait
Lilo Klingelfuss
Mandate Lead Accounting / Taxes


Dr. J. Bollag & Cie. AG is a group with more than 40 years of experience in advising families and entrepreneurs at home and abroad. In addition to specialising in holistic family office mandates, the Group provides complex services across the business areas of tax & law, corporate services and finance.


Dr. J. Bollag & Cie. AG
Unter Altstadt 10
CH-6302 Zug

T +41 41 729 08 08
F +41 41 729 08 09


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