treuhand marugg + imsand

What treuhand marugg + imsand does

Treuhand Marugg + Imsand AG is a privately held Swiss fiduciary and trust company headquartered in Brig-Glis, operating six offices across five cantons (Brig-Glis, Baden, Chur, Susten, Thun, and Zug). Founded by Hans Marugg and Christoph Imsand, the firm delivers a full-service fiduciary offering spanning accounting, tax advisory, human resources support, auditing, succession and estate planning, and real estate services. It is a member of Expert Suisse, the Swiss professional association for fiduciary and tax experts, and operates an employee participation program consistent with a generational succession-oriented ownership model.

The firm serves a deliberately diversified client base — small and medium-sized enterprises (KMU), large corporations, private individuals, and real estate owners — under a personal-advisory, relationship-driven delivery model rather than productized offerings. Only one named client (BierVision Monstein AG) is disclosed, consistent with a long-tail engagement portfolio. Engagement-based, recurring advisory and compliance fees are the core revenue mechanic, supplemented by project work such as succession mandates. The firm maintains "à jour," a recurring customer publication, and uses Google Analytics and Google AdWords for digital marketing and lead generation.

Operationally, Treuhand Marugg + Imsand has invested in basic digital infrastructure — electronic document archiving has been in place since 2008 — but the available information discloses no proprietary technology, AI/ML capability, or platform architecture. Headcount is reported as "over 60" in one source versus 33 in firmographic data; this discrepancy materially affects scale and should be reconciled during diligence. The business is a regional, mid-tier, founder-anchored professional services firm with established multi-canton distribution but limited disclosed evidence of technology differentiation or rapid expansion.

Name

treuhand marugg + imsand

Legal name

Treuhand Marugg + Imsand AG

Website

https://trmi.ch

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Treuhand Marugg + Imsand AG is a Swiss fiduciary and trust firm headquartered in Brig-Glis with six offices across five cantons, providing accounting, tax, HR, auditing, succession, and real estate services to SMEs, large enterprises, and private individuals.

Ownership category

akta.pro rank

Product category

Fiduciary and Trust Services

NAICS

Offices of Certified Public Accountants (541211), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920)

SIC

Services-Engineering, Accounting, Research, Management (8700), Real Estate Agents & Managers (For Others) (6531)

akta.pro industry

PRIMARYFSAEAKAF

Family Office Trust & Fiduciary Services

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAANAF

Trust Administration & Fiduciary Accounting Services

Financial & Insurance/Asset & Wealth Management/Trust & Fiduciary Services (Trust Companies, Estate & Custody Trusts)

SECONDARYFSAEAKAA

Personal Trust & Fiduciary Administration

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

SECONDARYFSAAADAD

Family Office Administration & Operations (Accounting, Reporting, Payroll)

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAEABAD

Retirement Income Planning & Decumulation Advisory

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Swiss fiduciary services
• Treuhand and accounting
• Tax consulting Switzerland
• Business succession planning
• Real estate management

Headquarters

HQ city

Brig-Glis

HQ country

Switzerland

HQ region

Europe

Offices6 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Fiduciary Services: Fee-based professional services including company formation, tax consulting, accounting/bookkeeping, HR administration, international services, auditing, restructuring, business consulting, and succession planning for companies; retirement planning, tax services, inheritance/estate services for private individuals; and real estate services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Treuhand Marugg + Imsand AG is a full-service Swiss fiduciary (Treuhand) firm delivering accounting, tax consulting, auditing, business consulting, succession planning, and HR administration for companies, alongside retirement, tax, inheritance, and real estate services for private individuals. The firm operates six physical offices across five Swiss cantons, serving clients ranging from SMEs to large enterprises as well as individuals, with services delivered through in-person consulting and digitally enabled remote support.

Product overview

Treuhand Marugg + Imsand AG is a Swiss fiduciary/trust company offering a comprehensive suite of services for both businesses and private individuals. The company operates as a single integrated service offering with six branches across five cantons. Business services include founding/establishment, tax consulting, accounting (Rechnungswesen), personnel administration, international services, auditing (Wirtschaftsprüfung), restructuring (Sanierung), business consulting, and succession planning. Private customer services cover retirement planning, tax preparation, inheritance matters, and real estate. The company also provides real estate management services and publishes a customer magazine 'à jour' plus professional articles on tax and business topics. Free downloadable tools include accounting templates, tax checklists, and informational flyers.

Differentiator

Problem solved

Functional benefit

Products and services

• Company Services (Unternehmen) Comprehensive fiduciary service line for Swiss businesses covering company formation, tax consulting, accounting (Rechnungswesen), personnel/HR administration, international services, auditing (Wirtschaftsprüfung), restructuring (Sanierung), business consulting, and succession planning (Nachfolgeregelung). Targeted at Swiss companies ranging from SMEs (KMU) to large enterprises.
• Private Customer Services (Privatkunden)
• Real Estate Services (Immobilien)
• Company Formation (Gründung)
• Tax Consulting (Steuerberatung)
• Accounting (Rechnungswesen)
• HR Administration (Personaladministration)
• International Services (International)
• Auditing (Wirtschaftsprüfung)
• Restructuring (Sanierung)
• Business Consulting (Beratung)
• Succession Planning (Nachfolgeregelung)
• Retirement Planning (Pensionierung)
• Personal Tax Services (Steuern)
• Inheritance and Estate Services (Erbe)

Named customers1 record

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

One partnership is on record.

• Expert SuissecoreOthersProfessional association membership. Expert Suisse is the leading Swiss association for fiduciary, accounting, and auditing professionals. The partnership provides professional certification, industry standards, and credibility for Treuhand Marugg + Imsand AG.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Balmer-Etienne AG: Balmer-Etienne is a regional Swiss fiduciary and audit firm headquartered in central Switzerland. Directly comparable regional fiduciary competitor with similar service mix for SMEs and private clients.
• OBT AG: OBT is a Swiss fiduciary, audit, and tax consulting firm with multiple offices across Switzerland. Directly comparable in service scope (Treuhand, Wirtschaftsprüfung, Steuerberatung) and mid-market Swiss focus.
• Frei & Saager Treuhand AG: Mid-sized Swiss fiduciary firm offering accounting, tax, and audit services to SMEs. Comparable in scale and regional Swiss focus to Treuhand Marugg + Imsand.
• PROVIDA Wirtschaftsprüfung AG: Swiss audit and fiduciary firm offering Wirtschaftsprüfung, Rechnungswesen, and Steuerberatung. Directly comparable mid-market Swiss fiduciary peer.

Broad incumbents

• BDO Switzerland: BDO Switzerland is a major audit, tax, and advisory firm offering accounting, tax consulting, and fiduciary services across Swiss cantons. Comparable to Treuhand Marugg + Imsand in service breadth but operates at significantly larger scale with national and international reach.

Emerging players

• Bexio AG: Swiss cloud-based accounting SaaS platform targeting SMEs. Represents a digital disruption threat to traditional fiduciary firms like Treuhand Marugg + Imsand by automating bookkeeping tasks.

Regional players

• Rouvinez Associés SA: Swiss fiduciary firm based in Valais/walliser region offering similar services to Treuhand Marugg + Imsand. Regional peer geographically overlapping in the Valais area.

Others

• Treuhand Suisse (industry association): Leading Swiss industry association for fiduciary professionals. Not a direct competitor but represents the broader ecosystem and provides Expert Suisse certification referenced by Treuhand Marugg + Imsand.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/treuhand-marugg-imsand

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about treuhand marugg + imsand