Transforma Consulting is an independent consulting boutique headquartered in Switzerland and managed by two partners. We focus on the provision of advice to individuals, companies and institutions undergoing transformation processes. In providing our services, we aim to address the challenges that arise at such moments at a business, tax and legal level.
Portrait
Together with our customers, we develop tailored, pragmatic and inventive solutions. The latest specialist knowledge, long-standing experience and a national and international network form the basis on which we perform this work. To ensure that the solutions are built on solid foundations and are viable as regards their key dimensions, we apply a holistic advisory approach: Our way of working integrates business, tax and legal expertise that is appropriate for the situation at hand.
Based on our long-term experience of handling transformation situations, we know that really good solutions have to incorporate several perspectives. In our approach, we thus always revert to an interdisciplinary way of thinking and combine the requisite specialist knowledge across all areas. As a rule, we therefore develop our projects in a team setting.
Our advice is invariably personal, direct and tailored to your needs. We believe in best practices and tried-and-tested methods, but not in standard solutions. Understanding the specific situation of our clients forms the basis for the provision of successful consulting services. We work on-site together with the customer on tackling challenges. This allows for the relevant context to be taken into account when searching for an appropriate solution and for key players to be incorporated within the process. It also allows us to ensure that the possible alternatives can be implemented on an operationally viable basis.
Our work focusses on creating added value for our clients. In our approach, we are committed to providing quality services. Quality of service includes being mindful of confidentiality and providing transparency for our clients.
We are personally familiar with the international context. Thanks to our origin, multi-lingual capabilities and experience, we know that it is essential to take account of cultural differences. We take a respectful approach to this subject, with the conviction that diversity is an opportunity.
Who we are
Aline Dénéréaz
lic. iur. / certified Swiss Tax Expert
Partner and co-owner of Transforma Ltd.
Telefon +41 43 222 58 42
Skype aline.denereaz
aline.denereaz@transforma.ch
Andreas Wenger
Dr. rer. pol.
Partner and co-owner of Transforma Ltd.
Telefon +41 43 222 58 40
Mobil +41 78 635 88 84
Skype andreas.p.wenger
andreas.wenger@transforma.ch
Dominique Hinden
Master of Arts / Journalist
Relocation Specialist and Educational Consultant
Telefon +41 43 222 58 44
Skype dominique.hinden
dominique.hinden@transforma.ch
Patrick Keller
lic. oec. publ.
Tax Consultant
Telefon +41 43 222 58 47
Skype patrick.keller.transforma
patrick.keller@transforma.ch
Alexandra Lischer
Office Administrator
Finance and administration
Telefon +41 43 222 58 43
Skype alexandra717277
alexandra.lischer@transforma.ch
Beatrice Ryser
Accountant / Certified Fiduciary, Federal Diploma of Higher Education
Corporate management and accountings
Telefon +41 43 222 58 46
beatrice.ryser@transforma.ch
Katerina Malina
lic. oec. HSG
Management Consultant
Telefon +41 43 222 58 45
Mobil +41 78 658 22 22
Skype katerinamalina
katerina.malina@transforma.ch
Freddy Eggenschwiler
Dr. iur., LL.M., TEP, Lawyer and Notary
Associate Partner at Transforma AG / owner of eftax Fredy Eggenschwiler
Telefon +41 61 201 20 54
Mobil +41 79 640 45 35
Skype f.egg_1
fredy.eggenschwiler@eftax.ch
Network
With a view to providing optimal customer solutions, we work on specific issues and topics, where necessary, with selected partners both domestically and abroad. We maintain a large network of qualified specialists across Switzerland and in all of the world’s key centres. We foster long-term relationships with our cooperation partners that are deepened by regular cooperation.
News
Aline Dénéréaz, Partner and Co-Owner of Transforma Consulting Zürich, Alex Koch de Gooreynd, Partner Knight Frank International London, Simon Minder, COO und Managing Partner of Marcuard Family Office Zurich
We have invited on the 11 September 2018 to the Transforma Family Office Event 2018 in Zurich and on the 12 September 2018 in Geneva. Subject: “Diversification of investment behaviour – impact of changes in the family office environment”. The two mainspeakers Simon Minder, COO and Managing Partner of Marcuard Family Office, Zurich, and Alex Koch de Gooreynd, Partner of Knight Frank International, London, have given more insights about those changes in the investment behaviour and their consequences for Family-Offices. Please click here and here for the presentations.
Aline Dénéréaz, partner and co-owner of Transforma Consulting, spoke in London on the 18 of April at the invitation of the Bank of Singapore to the OCBC Wealth Management Conference about “Relocation to Switzerland”. Please find the presentation here.
The speakers at the Family Office Event 2017 (from left) : Aline Dénéréaz (Transforma Consulting), Felicity Keller (J. Stern & Co.), Domenic Zinsli (Kaiser Partner) und Dr. Andreas Wenger (Transforma Consulting)
We have invited on the 20th of June to the Transforma and Kaiser Partner Family Office Event 2017 in Zurich. Subject: “Checks and Balances in the Family Office Business”. Please click here for the presentation.
Dornbach Forum International 2017: Wir haben am Dornbach Forum International 2017 als Referenten teilgenommen. Unser Thema lautete: Steuerliche, rechtliche und betriebswirtschaftliche Aspekte des Zuzugs in die Schweiz für Privatpersonen.
We are mentioned in the latest edition of the Manager Magazin
Publications
Bücher:
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Thom, Norbert; Wenger, Andreas P.: Die optimale Organisationsform. Grundlagen und Handlungsanleitung, Gabler Verlag, Wiesbaden 2010
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Thom, Norbert (Hrsg.) / Wenger, Andreas P. (Hrsg.) / Zaugg, Robert J. (Hrsg.): Fälle zu Organisation und Personal. Didaktik – Fallstudien – Lösungen – Theoriebausteine, 5., durchgesehene Auflage, Paul Haupt Verlag, Bern/Stuttgart/Wien 2007
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Wenger, Andreas P.; Thom, Norbert: Organisationsarbeit – eine Tätigkeit im Wandel. OrganisationsWissen 10, hrsg. v. der Schweizerischen Gesellschaft für Organisation und Management SGO, Glattbrugg 2005
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Wenger, Andreas P.: Organisation Multinationaler Konzerne. Grundlagen, Konzeption und Evaluation, Paul Haupt Verlag, Bern/Stuttgart/Wien 1999
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Wenger, Andreas P.: Trends der Konzernorganisation in der Schweiz. Auslöser, Bedingungen und Ergebnisse von Umstrukturierungen. OrganisationsWissen 2, hrsg. v. der Schweizerischen Gesellschaft für Organisation SGO, Glattbrugg 1994
Fachartikel (Auswahl):
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Thom, Norbert; Wenger, Andreas P.: Optimise How You Organise. Towards a Systematic Evaluation of Organisational Alternatives. In: International Journal of Research in Organziational Behavior and Human Resources Management, Vol. 4, No. 1, March 2016, pp. 68–91.
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Wenger, Andreas P.; Ritz, Adrian: Organisationsanalyse – Konzept und Vorgehensweise. In: WEKA Business Media AG – Managementleitfaden öffentliche Verwaltung, Zürich 2014, Kp. 7/8
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Dénéréaz, Aline; Wenger, Andreas: Neuausrichtung grenzübergreifender Unternehmensstrukturen. Umsiedlung im Kontext neuer internationaler Rahmenbedingungen: Die Geschichte eines Unternehmers. In: Vermögenstransfer – Möglichkeiten und Grenzen, hrsg. von FBN Deutsche Schweiz, Zürich 2011, S. 55 - 73
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Wenger, Andreas P.: Wertschöpfungsorientierte Organisationsgestaltung. In: Handbuch Kompetenzmanagement. Durch Kompetenz nachhaltig Werte schaffen, hrsg. von Robert Zaugg, Bern/Stuttgart/Wien 2006, S. 155 - 163
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Thom, Norbert; Wenger, Andreas P.: Organisationsmanagement und Organisationsabteilung. In: Handwörterbuch Unternehmensführung und Organisation (HWO), hrsg. von Georg Schreyögg und Axel v. Werder, 4. Aufl., Stuttgart 2004, Sp. 1033 - 1041
Tools
Tax Rates
An overview on Swiss tax rates
Swiss Tax Rates 2018 (PDF, english)
Relocation
Facts on relocating to Switzerland
Fact Sheet Relocation (PDF, english)
Organisational analysis
A value chain-oriented model of organisational analysis
Tool Organisationsanalyse (PDF, Deutsch)
Management structure
Optimisation of a management structure: a pragmatic approach in 7 steps
Tool Führungsorganisation (PDF, Deutsch)
Property
Guide to buying property in Switzerland
Swiss Property Buying Guide (PDF, english)