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Your Advisory Boutique.

From A to Z.

To provide services from A to Z enabling our clients to hit their targets, our consultancy must be both comprehensive and far-sighted. We rise to that challenge every day, aware that a complete alphabet is the key to success. However specific your requirements may be, we work hard to meet them.
About ourselves
Experfina was founded as a consultancy firm by Hans Küpfer and Bruno Leibundgut in the spring of 2006. At the end of 2017 Christian C. Moesch joined Experfina as a new partner. Together, the three partners have decades of experience in advising national and international private clients and SMEs.



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How we work
We understand and analyse your financial, tax- and legal requirements and develop appropriate strategies in a pragmatic and efficient way.



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We as a team
With an experienced team of highly qualified and motivated staff, Experfina provides customized and solution-oriented consultancy services for SME’s individuals and entrepreneurs.



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What we do

One-stop consultancy: whether it be management consulting, tax or financial consulting – you may count on us.



Services at a glance

Who we work for
Whether you come to us as a private person, as an entrepreneur or as firm: our advice is as specific, individual and goal-oriented as your needs. Together, we analyze your situation and develop customized solutions.



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Companies
Independent of the industry, companies today are faced on a daily basis with global competition. Often, little or no time is left for “internal” matters. With Experfina you have more time to focus on your core business.



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Private clients
As a private individual, you are confronted with all kinds of financial issues: asset planning, tax optimisation, succession planning, questions regarding inheritance or safeguarding assets. At Experfina you benefit from comprehensive personal advice which takes full account of the “life cycle aspect”.



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Entrepreneur
As an entrepreneur, you deal with the daily challenges of management and strategy, but also of financing requirements, investment decisions and many more besides. We see ourselves as external consultants in the role of a coach and support you both with the analysis of business- and fiscal facts and figures that form a basis in your decision-making.



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