APTELIS Consulting SA

Aptelis Consulting SA, a public limited company incorporated under Swiss Law with its registered office in Geneva, is active in Swiss and International legal and tax planning and consulting.

Established in 2018, after more than 6 years of activity, Aptelis is based on the solid professional experience in tax and legal matters offered by Patrick Renaud, Swiss Certified Tax Expert and Attorney-at-Law, to a demanding and sophisticated clientele, who seek to structure and optimize the holding of their assets.

Aptelis customers can count on the skills and areas of expertise accumulated with renowned companies over the past 30 years to receive the solution that best meets their needs. APTELIS can handle all types of issues, ranging from seemingly simple analyses to the most complex issues relating to tax and legal planning as well as the structuring and transfer of movable and immovable assets.

Responsiveness, personalization, accuracy and reliability are the key words for long-term relationship and tax planning.

In Switzerland, the company responds in French and English to a clientele of entrepreneurs, start-ups and wealthy families wishing to perpetuate their wealth in an optimal way through the generations.


Swiss and International Taxation

Aptelis Consulting SA is active in Swiss and international legal and tax advice and planning, with a focus on the following areas:


Swiss Taxation

Tax advice and planning for individuals

  • Projections and calculations of the tax impact of buying, holding and selling movable and immovable property
  • Estates of wealthy families
  • Non-punishable spontaneous declarations and advice in all taxation matters
  • Procedures for advanced tax rulings, Appeals against tax decisions
  • Assistance during tax inspections

Advising entrepreneurs, their companies and SMEs

  • in the field of direct and indirect taxation and of organizational and legal matters
  • Optimization of entrepreneurs’ remuneration (salaries/dividends; business transfers)
  • Creation, transfer, transformation and liquidation of companies

Estate Planning

  • Assistance in drafting wills or inheritance agreements
  • Executor mandates
  • Succession/gift tax planning
  • Analysis of pension solutions

Swiss Legal Consulting

Incorporation and setting up of businesses

  • Advice on capital structuring and Corporate Governance
  • Commercial Contracts & Employment Law
  • Obtaining work permits


  • Obtaining Residence Permits, Preparation of application
  • Naturalization application/procedure

Special Mandates

  • Independent Member of Boards of Trustees / Protector of Trusts
  • Independent Member of Boards of Directors
  • Tax expertise reports

International Tax Planning

Tax and estate planning for high-net-worth families

  • Advice and implementation of inheritance transfer vehicles (trusts, foundations, etc.)

International Mobility

  • Arrival in or departure from Switzerland, migration law of individuals and companies
  • Lump sum taxation

International Tax Planning for Companies and Start-ups

  • Set-up of companies, subsidiaries or branches
  • Taxation of subsidiaries, branches and permanent establishments
  • Dividend & Interest Optimization