First Advisory Group
The crucial question in estate planning:
Will or foundation?
An insight into probate and an exploration of the topic so that you can make the right decision.
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From: Enrico Somma
10 May 2022
- Know-how
The IT Helpdesk can help
An interview with Marc Huber and Patrick Mörth about the wide range of services offered by CSL's IT Helpdesk.
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From: Matthias Bieber
21 March 2022
- Know-how
Digital documents as the basis for digitisation
A DMS is the basis of many digitisation projects. This is based on the fact that information can only be used for processes if it is also available digitally.
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From: Tino Kesseli
1 February 2022
- Know-how
Correctly analyse and assess the company's financial situation
Do you lack an accurate picture of your company's key financial points? With the help of the annual financial statement analysis, you will gain a better insight into the actual economic and financial situation. Long-term success requires that you know the important key figures and interpret them correctly. Therefore, the following guiding principle applies to goal-oriented corporate management: Only those who are sufficiently informed about their company can recognise risks at an early stage and take advantage of opportunities in good time.
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From: Andreas Brotzer
24 January 2022
- Guest articles
CSL Business Process Sign
Business trips or vacations naturally interrupt the work process. New employees arrive at the home office without access to the physical inbox. Not only documents that need to be legally signed, but also forms that are easy to visualize are thus left lying around.
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From: Tino Kesseli
18 January 2022
- Know-how
EuropeFides - An exciting international network
with Liechtenstein participation
EuropeFides is a European association of independent small and medium-sized accounting, audit, tax consultancy and law firms. The association was founded in 2008 with the aim of linking professionals offering a high quality of service and expertise within their respective local jurisdictions, enabling them to flourish in an increasingly international competitive environment.
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From: Ralph Thiede, Dr. Thomas Zwiefelhofer
30 November 2021
- About us
First meets Formatio Private School
The First Advisory Group has made its debut as an education provider, with a course on 'Business Basics' initiated in cooperation with Formatio Private School in Vaduz. Yasmin Schnelli, Head of HR, here presents the project and the course topics, as well as explaining the challenges faced by First Advisory Group.
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1 September 2021
- Know-how
Major overhaul of the Act establishing a Register of Beneficial Owners of Domestic Legal Entities
Since our last blog article entitled 'Major overhaul of the Act establishing a Register of Beneficial Owners of Domestic Legal Entities' published in March this year, we can now bring you further information on this subject from the Office of Justice.
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From: Pascal Eggenberger
30 July 2021
- Know-how
Advantages of double-entry accounting
For SMEs, double-entry accounting, the legal requirement to keep records, as well as financial reporting requirements, take up a lot of precious time. Couldn’t this time be used more effectively? My blog highlights a number of reasons why double-entry accounting is indeed worth the time and effort and what purpose annual accounts additionally fulfil.
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From: Andreas Brotzer
13 July 2021
- Know-how
E-transaction or digital bank document - What is the difference between the two, and what is the purpose of the data recorded?
Both of the above terms are frequently used, principally in connection with standards and products offered by different service providers; it is therefore worth taking a look at the differences in detail.
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21 June 2021
- Know-how
A brief guide to usufruct using life insurance
Life insurance is also worth considering when it comes to providing security for your own family. Provided proper structuring and early planning, the tax burden of an inheritance or gift can be reduced to zero. Based on an example involving clients from Germany, we set out in this article the maximum amount that, at present, can potentially be passed on to your descendants free of gift tax.
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4 June 2021
- Know-how
Vermögensstrukturierung über Private Label Fonds
Komplexe Vermögens- und Familienverhältnisse werden häufig über Stiftungen und Trusts strukturiert. Fonds können als Ergänzung sehr attraktive, effiziente und nachhaltige Strukturierungs- und Organisationsalternativen bieten.
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From: Sandra Morandi
27 May 2021
- About us
Between a football jersey and a suit and tie
In this blog, professional footballer Sandro Wieser discusses the topic of professional sport and his plan in the business world.
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26 March 2021
- Know-how
Major overhaul of the Act establishing a Register of Beneficial Owners of Domestic Legal Entities
The 5th EU Anti-Money Laundering Directive sets out extended obligations in terms of content and transparency of registers of beneficial owners through a modification of Articles 30 and 31. In addition, within the framework of implementation of the Act currently in force, weak points have been identified which are being remedied through adjustment to the law.
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From: Pascal Eggenberger
17 March 2021
- Know-how
Wealth preservation and estate planning in times of the coronavirus pandemic
Generally speaking, the term 'wealth preservation' means the protection of wealth against any erosion which may result from external developments and undesired events, such as liability claims of creditors.
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From: Ralph Thiede, Ulrich Stertkamp
11 February 2021
- Guest articles
Fin-Tech meets Wealth-Tech
Are you an investment controller, tax advisor, securities accountant, fnancial accountant, trustee, bank, insurance company, pension fund, wealth manager, family offe, PM-tool provider or quite simply a business wishing to have a control over your international payment fows and securities portfolios? Find out here how we have succeeded in simplifying your daily routine tasks, whilst at the same time equipping you for the future.
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13 January 2021
- Know-how
Succession planning for Swiss private real estate
As part of their succession planning, a growing number of Swiss clients are seeking the efficient structuring of their indivisible assets, i.e. private real estate. In this regard, the legal system in Switzerland offers various contractual options or solutions under company law. For instance, the use of property companies combined with shareholder agreements is a possible solution. However, the use of such property companies in Switzerland can be complicated and often only provides a partial solution to the succession planning issues.
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12 November 2020
- Know-how
Your digital signature folder
We all know about them – the good old signature folders! Used for signatures in written correspondence with government departments, banks and customers or just as validation for in-house applications and forms. Afer printing, the documents are sorted and then circulated in house using the signature folder. It’s all part of the day’s work to know exactly where a docuument is located or which documents have not yet come back to us. Holiday absences, business trips or – to choose a currently topical example – the home office system - will all lead to delays in circulation. However, such hitches can now be a thing of the past using the digital signature folder.
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From: Tino Kesseli
20 October 2020

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