Trust consulting (partner)
Structure for your finances – professionally guided.
Service Description
Our fiduciary consulting services (partner) are a customized addition to our existing consulting services for anyone seeking additional professional support with fiduciary, accounting, or tax-related matters. Together, we will clarify your current situation, your needs, and the next logical steps. Upon request, we will facilitate and coordinate the collaboration with our external fiduciary partner, Holenstein & Partner AG. This ensures you receive a structured, personalized solution with clearly defined responsibilities, streamlined communication, and professional guidance. This support includes: • Clarifying your individual needs regarding fiduciary and tax issues • Preparing and structuring relevant documents • Guiding you to the next logical steps and responsibilities • Coordinating further processing with Holenstein & Partner AG • Direct, coordinated communication for efficient handling of your requests • Assistance in preparing fiduciary and tax documents The consultation begins with a brief preparation phase by us. We will clarify your current situation and structure the relevant information. With your consent, we will forward your request to Holenstein & Partner AG. The professional fiduciary and tax advice, as well as all further processing, is handled exclusively by Holenstein & Partner AG. Our mission remains the same: clear structures, understandable guidance, and personal support on equal terms. Note: Referral and coordination with Holenstein & Partner AG is at the client's request. The professional advice, processing, and responsibility for all professional, tax, and legal requirements lie with Holenstein & Partner AG.
Cancellation Policy
General Terms and Conditions Giordano Consulting CH – Version: January 1, 2026 1. Scope and Contract These terms and conditions apply to coaching and consulting services provided by Giordano Consulting CH. The contract is formed upon binding booking or written confirmation. The scope, content, and duration are determined by the booked package or individual agreement. 2. Services The services are for coaching and general guidance only. They do not replace legal, tax, insurance, or regulated financial advice. No individual investment recommendations, product brokerage, or asset management services are provided. Clients are responsible for their own decisions and their implementation. Qualified professionals should be consulted as needed. 3. Prices and Payment Prices are quoted in CHF. Fees for services must be paid before commencement unless otherwise agreed. Invoices are due within 10 days of the invoice date without deduction. Changes apply only to new bookings. 4. Appointments Appointments are scheduled individually. Cancellations or rescheduling must be made at least 24 hours in advance. In case of late cancellation or no-show, the appointment may be charged, except in the case of a valid, verifiable reason. 5. Confidentiality and Data Protection Information arising from our collaboration will be treated confidentially, subject to legal obligations. Personal data will only be processed for the business relationship and agreed-upon purposes. The separate data protection declaration, accessible before booking, provides information about the responsible parties, purposes, data, recipients, storage, and data subject rights. 6. Liability Giordano Consulting CH provides its services with due diligence; however, no specific outcome is guaranteed. To the extent permitted by law, liability for slight negligence is excluded. Liability for intent and gross negligence remains unaffected. 7. Amendments Packages are personal and non-transferable. Amendments to these terms and conditions require a written agreement. Adjustments to services or prices apply only to future bookings. Contact Giordano Consulting CH Wiesental Residence, Bleikenstrasse 6d 9630 Wattwil, Switzerland Tel. +41 78 339 09 92 p.giordano@giordanoconsulting.ch
Contact Details
+41 78 339 09 92
p.giordano@giordanoconsulting.ch
Bleikenstrasse 6d, Wattwil, Switzerland