Vision

We perceive the needs of our clients as our mission. In dealing with clients, we not only rely on technical but also on the human component, which is why personal contact with our clients is very important to us. To achieve customer satisfaction, we perform our services with great conscientiousness and flexibility, but always in accordance with the legal framework. To offer an even wider range of services, we work with competent network partners in the areas of trust, audit, asset management, jurisdiction and information technology, but we attach great importance to independence to avoid conflicts of interest.

Team

Christoph Portmann

Board Member

… has 22 years of experience in looking after and advising international clients. At Schroders, he headed the Central and Eastern European team and was formerly in charge of the derivatives and structured products sales team at Bank Vontobel, before moving to private banking in 1997. Christoph Portmann is a trained banker and successfully completed the Swiss Banking School in 2000. Today he is chairman of the board and delegate of Lakeshore International Management in Lucerne and member of the board of various Swiss companies. Since 2000, he has also been on the Board of Trustees of the Pension Fund of the City of Lucerne. From 1996-2006 he also worked as a municipal council and cantonal council in Lucerne.

Marcel Lingg

Director / CEO

… after completing his studies at the HWV Lucerne with a specialization in finance, he was able to enter the trusteeship at various fiduciary companies and acquire a broad range of specialist knowledge. He changed his professional horizons with a career change as the director of a trading company, before returning to work as a trustee a few years ago. In addition to his professional activities, Marcel Lingg has been politically active for more than 20 years and is a member of the parliamentary group of the City of Lucerne. As a generalist with much experience far beyond the actual activity as a trustee, he is a competent contact person for finding solutions to different problems.

The priority is customer satisfaction

The highest level of services

Services

LAKE Treuhand & Finanz AG provides a comprehensive range of fiduciary services for small to medium-sized companies as well as individuals, regardless of their income and assets.

In terms of company support, we perform activities such as:

  • Establishing companies
  • Business consulting and financial planning
  • We run financial accounting
  • Creating annual financial statements
  • Payrolls and payroll declarations
  • VAT refund
  • Explanations and legal consultations
  • Dealing with various administrative and correspondence activities

In the area of private clients, we provide the following services:

  • We make tax returns
  • Various administrative activities (forms) in communication with the authorities
  • Financial planning and debt restructuring
  • Clarifications and legal consultations
  • Dealing with various administrative and correspondence activities

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Address

Lake Treuhand & Finanz AG

Obergrundstrasse 44

6003 Luzern

Switzerland

+41 41 362 23 23

info@lake-treuhand-finanz.ch

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