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FDZ Famille & Patrimoine SA in Lausanne - Fiduciary Vaud

Avenue de Rosemont 5 · 1006 · Lausanne · Vaud

Overview

FDZ Famille & Patrimoine SA is a listed fiduciary or accounting provider based in Lausanne, canton of Vaud, with reference address Avenue de Rosemont 5, 1006, Lausanne, VD. The services associated with the company include fiduciary services, tax support, advisory, making it a candidate to review for SMEs, independent professionals, or local companies looking for support in the region. This profile helps prepare a first conversation: check whether the firm covers bookkeeping, year-end closing, tax topics, audit/revision, or advisory work depending on your needs. Public data confirms UID CHE100174304; team size, current capacity, and pricing should be requested directly from the company. Listed languages: fr. Listed client segments: PME suisses. Additional public signals: Source officielle Zefix disponible.

Contact a person associated with this fiduciary firm

Publicly associated people are shown only when a public source links them to this fiduciary firm.

  • Boillat Nicolas

    chairperson

    Boillat Nicolas - chairperson

  • Bolle Thierry

    director

    Bolle Thierry - director

  • FDZ Famille

    director

    FDZ Famille - director

  • Franzoni Marion

    director

    Franzoni Marion - director

  • Gilliand Sandrine

    chairperson

    Gilliand Sandrine - chairperson

  • Maraviglia Gilliand Stéphanie

    director

    Maraviglia Gilliand Stéphanie - director

  • Mayor Clément

    director

    Mayor Clément - director

  • Perlini Paul

    chairperson

    Perlini Paul - chairperson

Particularities

  • Location: Lausanne (Vaud), address Avenue de Rosemont 5, 1006, Lausanne, VD.
  • Services to verify with the firm: fiduciary services, tax support, advisory.
  • Additional signals: Source officielle Zefix disponible.
  • Current contact details should be confirmed directly with the company.

Best fit for

  • SMEs and independent professionals around Lausanne looking for fiduciary services, tax support, advisory.
  • Companies in the canton of Vaud comparing a local fiduciary provider.
  • Business owners preparing a first conversation about scope, pricing, and accounting tools.

Services

Services fiduciairesFiscalitéConseil

Languages & client focus

fr

PME suisses

Digital signals

  • Source officielle Zefix disponible

Verified sources

The items below show which listing data is backed by an official or public source.

  • CHE100174304

    Manual review is still required before commercial interpretation.

  • Services fiduciaires · Fiscalité · Conseil

    la société a pour but tous conseils et prestations de family office (office familial), d'organisation patrimoniale et fiscale, de gouvernance, de stratégie et de planification successorale, ainsi que l'exécution de tous mandats fiduciaires avec les activités qui en découlent. Elle peut effectuer toutes opérations en rapport direct ou indirect avec ce but et s'y intéresser directement et indirectement, participer à toutes entreprises ayant un rapport direct ou indirect avec son but, accorder des prêts ou des garanties à des actionnaires, des sociétés du groupe ou des tiers, si cela favorise ses intérêts. La société peut créer des succursales et des filiales, en Suisse et à l'étranger

    Manual review is still required before commercial interpretation.

  • https://prestations.vd.ch/pub/101266/extract?lang=FR&companyOfsUid=CHE-100.174.304

    Manual review is still required before commercial interpretation.

  • ACTIVE

    Manual review is still required before commercial interpretation.

  • Manual review is still required before commercial interpretation.

  • Manual review is still required before commercial interpretation.

Points to confirm

  • Services actually offered and availability for new mandates.
  • Team size, contact person, and working languages.
  • Fees, engagement terms, accounting tools, and collaboration model.

Use this profile as a starting point to compare providers and prepare questions before a first conversation.

Next steps

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How this listing was built

FDZ Famille & Patrimoine SA in Lausanne | Fiduciary Vaud | Numezis