Who we are

A specialised and well‑coordinated team.

Lilo Klingelfuss

Head Bollag Finance

Swiss Certified Fiduciary (in training)
Mandate Manager – Accounting / Tax
Member of the Executive Management

Patricia Lustenberger

Senior Finance Professional

Certified Expert in Accounting and Controlling
Mandate Accountant

Iris Elsener

Senior Finance Professional

Swiss Certified Fiduciary
Head of HR

Daniela Kyburz

Senior Finance Professional

Certified Real Estate Manager KS/HEV
Mandate Accountant

Cristina Chirila

Senior Finance Professional

Internal Accountant

Jan Bednar

Finance Professional

Junior Mandate Accountant

Urs Klingelfuss

Partner/Member of the Board of Directors

Lic. Iur.
Legal Counsel

Tetyana Miller

Senior Legal Professional

MLaw, Dr. phil.
Legal Counsel/Taxes

Oliver Wickart

Facility Manager

Front Desk Assistant

Creating clarity with numbers. A short introduction.

In this engaging two‑minute video, Lilo Klingelfuss, Head of Bollag Finance, offers a glimpse into our world: how we combine traditional values with modern efficiency and rethink financial services—personal, pragmatic, and digital.

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Part of the global Group.

Bollag Finance is the finance and accounting unit of Dr. J. Bollag & Cie. AG, a group with more than 45 years of expertise advising entrepreneurs in Switzerland and abroad.

Drawing on this extensive background in supporting families and entrepreneurs internationally, the partnership strengthens the quality of our services within holistic family office mandates and other complex solutions across the areas of family office services, tax and legal, corporate services, and finance.

Through close collaboration with our partner company Tramondo Investment Partners AG, we are able to provide our clients with seamless access to sophisticated solutions in the areas of wealth protection, wealth management, and asset management.

As an official AbaWeb partner, Bollag Finance offers clients exclusive access to one of Switzerland’s most powerful digital accounting systems. The cloud‑based solution from Abacus Research enables seamless collaboration between your company and our finance experts. Since implementing AbaWeb in September 2023, our clients have benefited from significantly more efficient accounting processes.

3 Steps to a non-binding consultation

About us

With over 45 years of experience supporting businesses in Switzerland and internationally, Bollag Finance serves as the dedicated finance and accounting arm of Dr. J. Bollag & Cie. AG—combining trusted expertise with modern, efficient solutions.

3 Steps to a non-binding consultation