We help you plan to meet your personal and family needs by reviewing your existing documents and agreements. We help you understand the roles of your trustees and executors and beneficiaries. We make sure your plan aligns with your personal wishes in life as well as your wishes for your legacy. We help you create an efficient transfer of wealth by identifying the impact of current asset ownership, and ensuring your assets are titled as detailed in legal documents. We advise you on charitable and gifting strategies, helping you meet your legacy wishes.

We have a proven track record in real estate and construction, with clients ranging from large developers, contractors and building suppliers to fund managers and individual investors. We understand the unique industry standards - and we understand the individual needs and challenges you face. Whatever your level of involvement in the industry, our strong network of experts, specialist consultants and dedicated resources ensure that we provide a comprehensive real estate service.

Real Estate & Finance


Over time, your professional and personal situation will change and changes in tax legislation will bring new obligations. Your tax requirements will also change.
The right advice at the right time can make all the difference. Our tax team is skilled in working across a range of industries and businesses, including public and private companies, foreign-invested entities and family businesses, trusts and partnerships.



  • contact@mulga-invest.ch
  • Lotenbach 8
    6318 Walchwil