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DirectoryFinance & InsuranceFiduciary OfficesZugUnita Finanz & Treuhand AG
Unita Finanz & Treuhand AG Logo
Verified· 3 sources

Unita Finanz & Treuhand AG

Summary

About the company

Unita Finanz & Treuhand AG is a fiduciary firm providing accounting, financial statement services, tax advice and planning, as well as auditing and business consulting. Services also include family office support, digital trustee solutions, blockchain/crypto trustee services and domiciliation and secretarial services.

AI-generated
Offering

Products & services

Industry:Fiduciary Offices
✓ Offered8
Fiduciary services
Accounting, online bookkeeping, payroll and personnel administration, company formations and reorganisations, controlling and analysis, family office services, back office for seniors, escrow services, representation and appointment to the board of directors.
Tax advisory and planning
Tax returns, tax advisory and planning for businesses and individuals, tax-optimized fringe benefits, negotiations with tax authorities, rulings, appeals procedures, VAT and stamp duties.
Business and management consulting
Business planning, company formations and reorganisations, controlling, reporting and analysis, succession arrangements and acquisitions (M&A), CFO mandates, personnel recruitment and management, financing advisory.
Digital fiduciary services
Digital bookkeeping, online access to financial data, electronic invoicing and processing, digital archiving, online payment transactions, automated payment processing and digital tax returns.
Family offices
Comprehensive wealth management and planning for affluent families and entrepreneurs, networking with experts, wealth strategies, succession arrangements, wealth controlling, risk management, real estate and foundation management, philanthropy.
Audit and statutory audit
Ordinary and limited audits, special audits for formation, capital increases and capital reductions as well as for mergers, demergers and reorganisations; due diligence and valuations.
Blockchain / crypto fiduciary services
Advisory on blockchain and crypto investments, ICO support, structuring and tax advisory, regulation and finance, technology and project consulting, accounting with cryptocurrencies, tax advisory for blockchain assets, escrow for ICOs.
Registered office and secretarial services
Registered office services without a workstation, with a workstation or with a lockable office, conference room rental as well as secretarial work, telephone service, mail receipt and forwarding, and reception of clients and business partners.
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Reviews

Aggregated rating

Aggregated rating
4.6
of 5

Aggregated from 11 reviews across all connected sources

Sources
GGoogle4.611
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Industriestrasse 24
6300 Zug
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:30
Tue
08:00 - 12:00, 13:30 - 17:30
Wed
08:00 - 12:00, 13:30 - 17:30
Thu
08:00 - 12:00, 13:30 - 17:30
Fri
08:00 - 12:00, 13:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-339.199.055
Founded
2013 · 13 years
Last commercial register change
September 10, 2026
Employees
11 to 20

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