Holistik

ABOUT US

Holistik is an agile and forward-thinking wealth planning boutique, with Swiss and international tax and law expertise.

Thanks to rich career paths in Switzerland and abroad, we bring together sound industry knowledge and practical experience built up in reputable law firms and global companies. We are entrepreneurs specialised as lawyer, notary, tax expert, pension and insurance, wealth planner.

Our role is to know the opportunities, measure risk and manage uncertainty. We believe in personal commitment and tailored service for specific client needs. That’s how we support you to shape your financial future and bring success in the long term.

Members of the International Fiscal Association and ExpertSuisse, Holistik regularly contributes to authoritative publications and as experts in specialist events. Holistik is a member of the Committee for Legal Affairs of GSCGI (Swiss Association of Independent Financial Advisors).

We take the first steps with you
up to the whole staircase

SERVICES

A comprehensive, in-depth review of your global financial picture includes the emotional aspects of responsible stewardship for you and your family. Life is a journey; our services exist to help and guide through all scenarios.

Holistik provides legal and tax support, manage personal and business risks, consider clients’ concerns from different perspectives, and find innovative solutions to achieve your goals and protect your family.

Holistik’s planning can also lead and coordinate your advisory teams, or liaise with trusted specialists (e.g. accountants, attorneys, brokers, bankers) to ensure seamless execution of your plans.

Service is not about a title or a designation. It’s about impact, influence and inspiration. Impact involves getting results, influence is about sharing the passion we have for our work and inspiring our customers by consulting with innovative perspectives for a holistic financial impact.

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OUR TEAM

NEWS

We believe in tradition and innovation, authenticity and passion.

Sustainability & Blockchain

Focus on the real economy: innovative social enterprises and Impact Investing.

Trang Fernandez-Leenknecht’s experiences and family history have led her to become a passionate advocate for positive change for better businesses and family goals. Trang brings about responsible and innovative solutions and help redefine purposes, on the one hand, and foster the UN SDGs 2030, sustainable and ESG investing, on the other hand. She regularly shares her views and raises awareness on social entreprises, gender diversity, and impact investing at various conferences and in the media.

Holistik assists private and institutional clients in legal, tax and regulatory requirements, in particular Swiss laws and international policies.

Holistik holds high value advisory that incorporates sustainable wealth and business management. To support you in addressing these issues, Holistik combines the vast resources of the Impact Community and brings you the services of a responsive boutique.

Focus on tomorrow: understand concepts and change of paradigms

As an innovation enthusiast, Trang Fernandez-Leenknecht is active in the startup ecosphere and supports high impact enterprises at a global accelerator based in Boston (USA), Mexico, Israel, and Switzerland as a mentor and a judge.

Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.

In the era of Artificial Intelligence, Internet of Things and Blockchain Technology, the financial, social and tax ecosystems are expected to undergo a revolutionary development. Benefits are expected to help reduce the number of intermediaries, improving transparency and increasing security in policy and transactions, in particular in the financial, humanitarian and philanthropic sectors.

Holistik assists and reviews tax and regulations in blockchain-related solutions, with an approach to sustainable innovation in products and services.

Holistik is recognized as the 100 innovative and inspiring company by the HUB Entrepreneurship and Innovation of the University of Lausanne (Switzerland).

Focus on tomorrow: understand concepts and change of paradigm in digital era

Impact by numbers : +54 countries, +140,000 jobs, +USD $5B funding raised, first unicorn valued at USD $1B in 2017, 87% companies still active or acquired.

Holistik assists and reviews tax and regulations in blockchain-related solutions, with an approach to sustainable innovation in products and services.

Holistik is recognized as the 100 innovative and inspiring company by the HUB Entrepreneurship and Innovation of the University of Lausanne (Switzerland).