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Holistik

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OverviewOfferingsReview

Overview

Holistik - Swiss Sustainability & Blockchain Wealth Planning

Holistik (Holistik WP) is agile forward-thinking wealth planning boutique co-founded 2020 by Trang Fernandez-Leenknecht, combining Swiss/international tax/legal expertise with transformative technologies and sustainable finance. LL.M. thesis focused on international tax/regulation of blockchain-based assets (crypto). Published author (Wiley & Sons 2020), UN SDGs 2030 advocate, mentor/judge at global accelerator (Boston/Mexico/Israel/Switzerland). Named among 100 innovative/inspiring companies by HUB Entrepreneurship and Innovation (University of Lausanne). International conference speaker, legislative discussions contributor. Offices in Geneva and Zug.

Core Services

Blockchain/crypto regulation/taxation, sustainable finance, cross-jurisdictional wealth planning, Swiss/international asset protection/wealth transfer, AI/blockchain/compliance technology, transfer pricing, life insurance/company solutions, retirement/succession planning, domestic/cross-border relocation, pension structuring, impact investing, UN SDGs advisory.

Why Choose Holistik

Managing Partner Trang Fernandez-Leenknecht blockchain-based assets LL.M., Wiley & Sons 2020 published author, UN SDGs 2030 advocate, University of Lausanne 100 innovative companies recognition, sustainability/blockchain specialization, Geneva/Zug offices, Legal Tech Counsel Niloufar Balouch AI/blockchain expertise, international conference speaker.

Offerings

Professional Services

Blockchain, Sustainability & Wealth Planning Services

Swiss blockchain/crypto regulation/taxation specialists with sustainability focus....

Entity Formation & StructuringToken Securities Analysis

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Location(s)

Headquarters

Westhive, E. Pont-Rouge 9a, Lancy, Geneva, Switzerland

+41 79 630 50 75

Additional Locations

Westhive, Oberallmendstrasse 18, Zug, Switzerland

Verified Partner

This partner has been verified by Web3Connect on 13 Dec 2025

About

Company Information

Founded

2020

Team Size

1 employee

Website & Social

holistik-wp.chLinkedIn

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