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.
Anniversary
1/115
2/115
3/115
4/115
5/115
6/115
7/115
8/115
9/115
10/115
11/115
12/115
13/115
14/115
15/115
16/115
17/115
18/115
19/115
20/115
21/115
22/115
23/115
24/115
25/115
26/115
27/115
28/115
29/115
30/115
31/115
32/115
33/115
34/115
35/115
36/115
37/115
38/115
39/115
40/115
41/115
42/115
43/115
44/115
45/115
46/115
47/115
48/115
49/115
50/115
51/115
52/115
53/115
54/115
55/115
56/115
57/115
58/115
59/115
60/115
61/115
62/115
63/115
64/115
65/115
66/115
67/115
68/115
69/115
70/115
71/115
72/115
73/115
74/115
75/115
76/115
77/115
78/115
79/115
80/115
81/115
82/115
83/115
84/115
85/115
86/115
87/115
88/115
89/115
90/115
91/115
92/115
93/115
94/115
95/115
96/115
97/115
98/115
99/115
100/115
101/115
102/115
103/115
104/115
105/115
106/115
107/115
108/115
109/115
110/115
111/115
112/115
113/115
114/115
115/115
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
«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.
Golden Night
Impressions of our jubilee on June 23, 2022
1/1152/1153/1154/1155/1156/1157/1158/1159/11510/11511/11512/11513/11514/11515/11516/11517/11518/11519/11520/11521/11522/11523/11524/11525/11526/11527/11528/11529/11530/11531/11532/11533/11534/11535/11536/11537/11538/11539/11540/11541/11542/11543/11544/11545/11546/11547/11548/11549/11550/11551/11552/11553/11554/11555/11556/11557/11558/11559/11560/11561/11562/11563/11564/11565/11566/11567/11568/11569/11570/11571/11572/11573/11574/11575/11576/11577/11578/11579/11580/11581/11582/11583/11584/11585/11586/11587/11588/11589/11590/11591/11592/11593/11594/11595/11596/11597/11598/11599/115100/115101/115102/115103/115104/115105/115106/115107/115108/115109/115110/115111/115112/115113/115114/115115/115Alexandra «Alex» Lischer
As mentioned in our last newsletter, 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.
Profile
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.
Phone +41 43 222 58 42
Skype aline.denereaz
aline.denereaz@transforma.ch
Andreas Wenger
Dr. rer. pol.
Partner and Co-Owner of Transforma Ltd.
Phone +41 43 222 58 40
Mobile +41 78 635 88 84
Skype andreas.p.wenger
andreas.wenger@transforma.ch
Roberto E. Forte
lic. iur., LL.M., Attorney at Law
Legal Counsel
Phone +41 43 244 89 60
roberto.forte@transforma.ch
Dominique Hinden
Master of Arts / Journalist
Relocation Specialist and Educational Consultant, Specialist for international employments and social security
Phone +41 43 222 58 44
Skype dominique.hinden
dominique.hinden@transforma.ch
Patrick Keller
lic. oec. publ.
Tax Consultant
Phone +41 43 222 58 47
Skype patrick.keller.transforma
patrick.keller@transforma.ch
Alexandra Lischer
Office Administrator
Finance and administration
Phone +41 43 222 58 43
Skype alexandra717277
alexandra.lischer@transforma.ch
Beatrice Ryser
Accountant / Certified Fiduciary, Federal Diploma of Higher Education
Business Management & Accounting
Phone +41 43 222 58 46
beatrice.ryser@transforma.ch
Christina Spindler
Business Economist BA
Marketing
Phone +41 43 222 58 48
Mobile +41 79 290 18 84
christina.spindler@transforma.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
We are happy to announce that our partner, Dr Andreas Wenger provided all necessary means and met all necessary requirements and was therefore certified as Organization Design Professional by EODF, ODC and ODF (see certificate).
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
«Ort der tatsächlichen Verwaltung»
Beitrag unserer Steuerexpertin im zisis) Mai Newsletter.
PDF
Link zum Artikel bei zsis)
Beitrag unserer Steuerexpertin im zisis) Mai Newsletter.
Link zum Artikel bei zsis)
Buch «Die optimale Organisationsform» von Dr. Andreas Wenger in der zweiten Auflage erschienen
Der Klassiker zur Suche und Wahl der passenden Organisationsform für Unternehmen und Institutionen befasst sich in überarbeiteter und erweiterter Form mit zusätzlichen Themenbereichen, u. a. mit den Auswirkungen der VUCA-Welt auf die Organisation und neueren, dezentralen Organisationsformen.
Der Klassiker zur Suche und Wahl der passenden Organisationsform für Unternehmen und Institutionen befasst sich in überarbeiteter und erweiterter Form mit zusätzlichen Themenbereichen, u. a. mit den Auswirkungen der VUCA-Welt auf die Organisation und neueren, dezentralen Organisationsformen.
Taxation of spouses: Our colleague tax expert Stephanie Brawand has written a highly noticed article.
Besteuerung Ehegatten im internationalen Verhältnis (PDF)
Link zsis.ch
Besteuerung Ehegatten im internationalen Verhältnis (PDF)
Link zsis.ch
We are happy to announce that our partner, Dr Andreas Wenger provided all necessary means and met all necessary requirements and was therefore certified as Organization Design Professional by EODF, ODC and ODF (see certificate).
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
Books:
-
Wenger, Andreas P.; Thom, Norbert: Die optimale Organisationsform – Grundlagen und Handlungsanleitung, 2. überarbeitete und erweiterte Auflage, Springer Gabler Verlag, Wiesbaden 2021
-
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
-
Wenger, Andreas P.; Thom, Norbert: Organisationsarbeit – eine Tätigkeit im Wandel. OrganisationsWissen 10, hrsg. v. der Schweizerischen Gesellschaft für Organisation und Management SGO, Glattbrugg 2005
-
Wenger, Andreas P.: Organisation Multinationaler Konzerne. Grundlagen, Konzeption und Evaluation, Paul Haupt Verlag, Bern/Stuttgart/Wien 1999
-
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
Professional articles (selection):
-
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.
-
Wenger, Andreas P.; Ritz, Adrian: Organisationsanalyse – Konzept und Vorgehensweise. In: WEKA Business Media AG – Managementleitfaden öffentliche Verwaltung, Zürich 2014, Kp. 7/8
-
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
-
Wenger, Andreas P.: Wertschöpfungsorientierte Organisationsgestaltung. In: Handbuch Kompetenzmanagement. Durch Kompetenz nachhaltig Werte schaffen, hrsg. von Robert Zaugg, Bern/Stuttgart/Wien 2006, S. 155 - 163
-
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 2021 (PDF)
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)