OPES Holding AG is the holding company of the OPES group; the group provides advisory, audit and support services for families and companies. Its services cover tax, statutory auditing, business consultancy, legal and real estate matters, financial and accounting services, as well as HR and family-business services.
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Offering
Products & services
Industry:Holding Companies
✓ Offered12
Tax advisory
Tax advisory for individuals and businesses, ongoing tax matters, tax planning, domestic and international tax issues, value-added tax, restructurings and business succession.
Auditing
Statutory and limited audits, group audits, special audits, financial reporting, internal control system, due diligence reviews, risk management and expert reports.
Business consulting
Advisory support for the board of directors and management, succession planning, organisational development, risk management, strategy consulting, restructurings, business valuations and business transactions.
Finance and accounting
Financial accounting, management accounting, group financial statements, closing advisory, controlling, reporting, liquidity planning, budget and investment planning, process design and digital bookkeeping.
Family Business Services
Support for family councils, matrimonial property and inheritance law, family office services, financial planning, estate planning, asset protection, foundation administration, provision planning and estate execution.
HR Services
Salary administration, payroll processing, year-end declarations, social insurance, withholding tax, audits, employment contracts, personnel files, employment references and authorisations.
HR interim assignments
Temporary HR support for operational and strategic tasks across the employee lifecycle, including recruiting, onboarding, coaching, HR projects and authorisations.
Finance and accounting interim assignments
CFO on demand, coverage and personnel support in finance and accounting, including accounting, subsidiary ledgers, controlling, reporting and digitisation.
VAT advisory
VAT registrations and deregistrations, training, fiscal representation, cross-border advisory, group taxation, methodology and input VAT optimisation.
Legal advice
Advisory and review services in corporate, foundation, employment, tenancy, contract, matrimonial property, inheritance, debt collection and insolvency law, as well as data protection advisory.
Real estate services
Construction and project management, property trustee services, real estate valuation, property management, transactions, tenancy law advisory, strategic planning and contract management over the life cycle of the property.
OPES Digital
Consulting and guidance for digital transformation, situation analysis, defining the direction, implementing applications, process optimisation and change management.
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