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.
«Surprisingly different and with a personal touch»
This is Transforma. This year we are celebrating not 10, but 11 years of our company history with, among others, personal anecdotes and stories from all the team members who have been present from the beginning. Stories that still shape our business and actions today. And of course ideas how we expect to develop our three business segments in the future.
Impressions of our jubilee on June 23, 2022
Alexandra «Alex» Lischer
As mentioned in our , a large part of my young adulthood was spent travelling. With this came unforgettable adventures – most of which I would probably not consider repeating…
1/9 Sky Diving, Citrusdal, RSA
2/9 Sky Diving, Citrusdal, RSA
3/9 Rafting, Apurimac, Peru
4/9 Bungee jump bridge, Zambia, Zimbabwe
5/9 Coastal hike, Mozambique
6/9 Fisher camp, Mozambique
7/9 Osorno Volcano, Chile
8/9 Active volcano Villarica, Chile
9/9 Crater active volcano Villarica, Chile
I smile quietly to myself when asked why I don’t make use of my experiences by working in the tourism industry. Why should I? I use these skills at Transforma daily: preliminary planning, foresightful action, flexible response to unforeseen challenges and work in a team in continuous, trusting manner. This drives and motivates me – every day.
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.
lic. iur. / certified Swiss Tax Expert
Partner and Co-Owner of Transforma Ltd.
Dr. rer. pol.
Partner and Co-Owner of Transforma Ltd.
Roberto E. Forte
lic. iur., LL.M., Attorney at Law
Phone +41 43 244 89 60
Master of Arts / Journalist
Relocation Specialist and Educational Consultant, Specialist for international employments and social security
lic. oec. publ.
Finance and administration
Accountant / Certified Fiduciary, Federal Diploma of Higher Education
Business Management & Accounting
Phone +41 43 222 58 46
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.
In 7 Schritten zur optimalen Organisationsform
Eine illustrierte und animierte Anleitung hin zur optimalen Organisation.
«Effective Place of Management – The Story of Catalina»
Webinar, Aline Dénéréaz & Stephanie Brawand
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
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)
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
An overview on Swiss tax rates
Swiss Tax Rates 2021 (PDF)
Facts on relocating to Switzerland
Fact Sheet Relocation (PDF, english)
A value chain-oriented model of organisational analysis
Tool Organisationsanalyse (PDF, Deutsch)
Optimisation of a management structure: a pragmatic approach in 7 steps
Tool Führungsorganisation (PDF, Deutsch)
Guide to buying property in Switzerland
Swiss Property Buying Guide (PDF, english)