Services

tailored to your vision

Tax is not a stand-alone topic; it is a major aspect of holistic management for cross-border businesses and mobile families, and sound financial risk management must integrate excellent international tax groundwork and monitoring.
 
At Holistik, we understand the intersection between tax, financial planning, and risk management. We provide comprehensive legal and tax support, strategic wealth planning, business structuring and asset protection, and relocation solutions for individuals and organisations worldwide. With backgrounds in the financial, tech, and startup sectors, we bring a nuanced understanding of business aspects to the table.
 
Our multidisciplinary team collaborates seamlessly with your existing advisory groups or trusted specialists such as accountants, attorneys, brokers, and bankers. If you lack a support system, we’re happy to introduce you to our reliable worldwide network of partners.
See what we do in a management summary
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From individuals and families to businesses, non-profits, and project owners, our clients return to us because we go beyond mere legal advice; we walk with them until our solutions are fully deployed and operational.

Tax

Corporate and individual tax; Special tax regimes (lump sum, etc); Direct and indirect taxes (VAT, at source, WHT); Remuneration scheme (shares, options, tokens); Business and asset valuation

Wealth Planning

Asset protection and transfer; Structuring (company, insurance, etc); Governance and compliance; Due diligence; Projection & calculation, contracts & deeds

Relocation

Domiciliation, permits, citizenships; Employment, immigration; Family office services (e.g. school, accomodation); Special tax regimes

Succession

Company restructuring & sale; Estate planning, international inheritance; Non-profits & philanthropy

Technologies

Companies, Non-profits; Digital assets & Blockchain; AI & data, digital-based businesses; Due diligence & audit

Transfer Pricing

Legal and industry-specific issues; Team of lawyers, economists, accountants; Connection to tax authorities in 15+ countries; Business & asset valuation

Philanthropy

Setting up entities & stewardship; Board leadership; Domestic & cross-boarder;  Tax exemption & regulation; Sustainability & impact; Physical & digital assets

Family Office

Governance & Impact; Structuring (company, foundation, etc); Tax & legal supervision and organisation; Due diligence

Pension

Companies, Executives & Entrepreneurs; Pension schemes & fund/foundation; International consolidation & optimisation

Julia Lagahuzère

Trang exemplifies what it means to lead with intelligence, heart, and humility. She has an extraordinary ability to see both the human and systemic dimensions of what we do — from elevating young artists to fostering international collaboration.

Her presence makes our vision sharper, our strategies more dynamic, and our impact more enduring.

General Director for Opera for Peace

Melvin A. Warshaw ESQ

I have worked collaboratively with Trang on perhaps the most complex and comprehensive cross-border client matter of my 45-year legal career. Her attention to detail and keen understanding of tax and legal matters and holistic approach with the client brough the client huge value and benefit.

I am grateful to have had the opportunity to work so closely with her on this lengthy cross-border project. As a result, I now regularly share other client opportunities with Trang.

International tax & private client law, former partner at McDermott, Will & Emery in Boston

Co-Founder at OnDefy

Gauthier Vila

Trang is a passionate and dedicated expert in the blockchain and cryptocurrency space.

We are truly happy to work with her.

Co-founder at Ondefy and Zyfi

Antoine SARRAUTE

Antoine Sarraute

With Holistik, we have found a trusted partner who understands businesses in Web3 technologies, both in commercial aspects and in legal and tax matters. Their expertise in Swiss taxation and knowledge of local authorities have made a real difference for us. Their holistic approach to issues by asking the right questions and working with tailored solutions has greatly supported our growth.

We highly recommend their services to any tech company seeking comprehensive tax and legal support.

CTO and Co-Founder Wakweli, a spin-off of Everdreamsoft

CONTACT

We Are Here
Please Feel Free To Ask

Zug office :
Westhive
Oberallmendstrasse 18
6300 Zug

Geneva office :
Westhive
E. Pont-Rouge 9a
1212 Lancy

Phone : +41 79 630 50 75

Email : info(at)holistik-wp.ch

CONTACT

We Are Here
Please Feel Free To Ask

Zug office :
Westhive
Oberallmendstrasse 18
6300 Zug

Geneva office :
Westhive
E. Pont-Rouge 9a
1212 Lancy

Phone : +41 79 630 50 75

Email : info(at)holistik-wp.ch

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