Letters, invoices, insurance, formalities: a single point of contact takes over the pile and alerts you when a decision is needed
The pile of mail on the sideboard has one flaw: it never gets smaller on its own. Invoices, insurance premiums, letters from your pension fund, reminders from the bank, forms from the tax office: each envelope takes a little time, and you do not have any to spare.
Family Office Geneva acts as a single point of contact for the various professionals involved in your affairs. We relieve you of these administrative tasks with an efficient, conscientious service, a kind of private secretariat within your family office in Geneva.
You keep the decisions, our team keeps track of everything. And because we see everything that concerns you, we quickly spot what matters: a deadline, a premium increase, an opportunity for your wealth planning.
You choose what you hand over, and you stay informed of everything.
We open, sort and file your administrative mail, on paper or digital. Anything urgent reaches you straight away, anything that can wait is dealt with, and your files are organised so that you can find any document in minutes, not over a weekend.
We keep track of your invoices, premiums and insurance contracts, prepare payments and keep an eye on cancellation dates and tax deadlines. A reminder no longer sits under a pile for three weeks.
Banks, property managers, pension funds, insurers, public offices, fiduciary, notary: we handle the liaison, answer routine requests and prepare the documents for you to sign. You no longer have to explain your file to every new contact.
Contact us using this form or by phone: we will call you back quickly to discuss your needs.
Some letters will not wait. Here are the ones we watch first, with the deadlines that apply in Geneva.
| Letter | Deadline | If nothing is done |
|---|---|---|
| Tax return | 31 March, or the extended date you obtained | Reminder at 20 francs, registered reminder at 40 francs, then possible assessment by the tax authorities |
| Tax bill you want to dispute | 30 days from receipt | A late objection may be rejected |
| Payment order | 10 days to file an objection | The creditor can ask for the debt collection to continue |
| Cancelling basic health insurance | Received by the insurer by 30 November at the latest | You stay with the same insurer the following year |
| Rent increase notice | 30 days from receipt | The increase applies |
We flag every sensitive letter in good time, but we do not replace a lawyer in the event of a dispute.
Official documents (in French):
We work for people who have better things to do than file envelopes: busy executives, retired people who want some peace, heirs discovering an estate, families whose parents need a hand. Newcomers to Geneva benefit too, because the Swiss system has its own rules and its letters do not explain themselves.
For entrepreneurs and the self-employed, we look after the personal side and liaise with the business. Accounting, invoicing and payroll stay with your fiduciary: we coordinate, we do not replace them.
Our service relies on your agreement: you decide, we carry it out. If a loved one can no longer decide alone, delegation is no longer enough. The court can then establish a deputyship and appoint a private deputy in Geneva. We explain the procedure to you.
