Fiduciary & auditor in Lucerne

Fiduciary services for businesses and the people behind them

I support business owners, wealthy private individuals and families with their business and private financial matters. From accounting and tax to shareholdings and succession, through to relocating to Switzerland or setting up a company here – with personal support and an eye for how everything fits together.

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Igor Pavlovic, fiduciary and auditor in Lucerne

Location: Lucerne, Central Switzerland
Focus: Business owners · Wealthy private individuals · Families
Education: Bachelor of Science HSLU Business · Fiduciary expert
Languages: German · English · French · Croatian

Services in Switzerland

Eight areas, one mandate

For companies, business owners and private individuals in Switzerland. You can engage me for individual services or entrust me with your entire finance and tax function, from ongoing accounting to succession.

Accounting & annual financial statements

Financial accounting, review and year-end closing, with annual accounts that stand up to the tax authorities, the bank and the auditors.

Tax

Tax returns for companies and business owners, review of the assessments and the planning beforehand.

Payroll

Payroll administration in full or in part, correctly towards employees, social insurers and authorities.

Formations & restructurings

Support with new formations and review of existing structures when your company or your goals change.

Succession planning & sale

Preparing the company and your private affairs in good time, so that the transition works out financially and in terms of tax.

Limited audits

Limited audits of the annual accounts, carried out carefully and pragmatically, with clear communication.

Consulting

Project-based support with questions that do not fit any standard service.

Relocation & structures

Support with your move to Switzerland, from choosing the canton and the form of taxation to ongoing administration.

View services in Switzerland

International services

Your personal point of contact in Switzerland

Would you like to move to Switzerland with your family, build a company here or have your Swiss affairs looked after from abroad? I support you with the planning, guide the implementation and take care of the ongoing support.

1 Relocating to Switzerland

Moving to Switzerland

Prepare your move carefully from a financial and tax perspective. I help you compare locations, coordinate the necessary clarifications and support you after your arrival.

Plan your move 2 Swiss companies

Building a business in Switzerland

From formation to the ongoing support of your Swiss company: I coordinate the set-up and take care of accounting, tax, payroll and reporting to the agreed extent.

Build your business 3 Private individuals and families

Having your private and family affairs looked after

Companies, real estate and banking relationships call for an overview and reliable administration. I bring information together and coordinate your Swiss affairs with the advisers involved.

Learn about the support

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About me

One point of contact for your business and private financial questions

I have worked in finance, fiduciary services and consulting for more than 15 years. As a client manager at Swiss fiduciary firms, I looked after SMEs in accounting, year-end closing, tax and payroll, and provided professional guidance to team members.

At a family office, I supported the structures of wealthy families with numerous companies, with a focus on international tax matters and compliance. Today I bring this experience to business owners, private individuals and families, in Switzerland and with international ties.

More about me

Blog

Knowledge that pays off

Practical articles on finance, fiduciary services and tax in Switzerland and across borders, with calculators and self-checks to try out.

International · 13 min

Retiring from Switzerland to Croatia: what a couple should arrange beforehand

AHV, pension fund, pillar 3a, taxes and health insurance: what a couple should arrange before moving to Croatia, with or without property in Switzerland and in Croatia.

Read article International · 7 min

Business and wealth between Croatia and Switzerland: where Switzerland offers real advantages

Swiss company, holding, wealth or a move: where Switzerland offers Croatian business owners real advantages and why a registered office without activity is not enough.

Read article International · 6 min

Moving to Switzerland as a business owner: what to clarify before you move

Tax liability from day one, a company abroad that suddenly becomes taxable in Switzerland, and why lump-sum taxation rarely suits business owners.

Read article

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Chapel Bridge and Water Tower in Lucerne, where Igor Pavlovic is based

Contact

Let’s talk about your situation.

Are you looking for a personal fiduciary for your company, for yourself and your family, or would you like to discuss a specific financial question? I look forward to hearing from you and usually reply within one working day.

AddressAnna-Neumann-Gasse 1, 6005 Lucerne, Switzerland · Meetings by appointment