Private Client / HNWI
Relocating to Switzerland
is not a move.
It is a financial and structural decision.
If done incorrectly, the consequences can follow you for years.
Structure it before you move.
Where things go wrong
Most relocations are handled
through separate advisors.
Each works in isolation. This creates:
- Misaligned tax exposure
- Incorrect timing of residency
- Inconsistencies across jurisdictions
- Decisions that cannot be reversed without cost
The real issue
The problem is not expertise.
It is lack of coordination.
“Switzerland rewards structured decisions.
It penalizes fragmented ones.”
What needs to be structured
Residency Setup & Permit Strategy
- —When and how you become Swiss resident
- —Alignment with your family and activities
Tax Situation & Timing
- —How your income and assets will be taxed
- —Timing of bonuses, dividends, asset sales
Housing, Schooling & Living Setup
- —Where you live and how it impacts your status
- —Key decisions that affect your residency position
Insurance & Financial Protection
- —Mandatory Swiss insurance
- —Liability exposure and coverage gaps
Private Orientation Session
We assess your situation and identify key risks
Structuring Review
We define the right setup before relocation
Execution & Coordination
We connect and align the right advisors
What this gives you
- Clarity before decisions are made
- Alignment across tax, legal and personal structure
- Reduced long-term risk
- Controlled execution
Who this is for
Individuals and families with:
- —Cross-border assets or income
- —Business ownership or complex structures
- —Relocation decisions with long-term consequences
We work with all situations requiring structured coordination.
Private orientation session
30 minutes
CHF 250
Structured first discussion to assess your situation and risks
60 minutes
RecommendedCHF 500
Full structuring review — recommended for complex situations
Timing is critical
Residency, taxation and legal positioning
are determined by timing.
Once triggered, options become limited or irreversible.
Structure first. Execute after.