Strategic Advisory:
Beyond the Move.
Tax Rulings, Company Formation, and Legal Compliance. We connect you with elite Swiss partners who manage the relocation of wealth and business.
Tailored Solutions for Your Profile
The Entrepreneur
Founding a Swiss legacy (AG/GmbH) requires strategic structural planning. We manage the transition from ideation to incorporation.
- Company formation & registration (AG/GmbH)
- Work permits for founders & executive staff
- Strategic office sourcing in Zug & Zurich
- Direct introductions to Swiss Fiduciaries
The HNWI (Private Client)
Optimizing wealth relocation through specialized tax arrangements and Lex Koller navigation for property acquisition.
- Negotiating Lump-Sum Taxation rulings
- Lex Koller property acquisition permits
- Succession & inheritance law compliance
- Discreet concierge-level settling-in
The Retiree
Residency without gainful activity is a specialized legal path. We ensure your financial sufficiency meets cantonal bars.
- Residency permits for non-working status
- Financial sufficiency & asset documentation
- Cross-border pension transfer strategies
- Specialized Swiss health insurance audits
The Returning Swiss
Repatriating after decades abroad involves complex re-entry into the social security and fiscal systems.
- Social security system re-integration (AHV/IV)
- Clarification of military service obligations
- Personal asset & vehicle customs clearance
- Transitioning from 'Expat' to 'Local' status
Policy Note:
"Tax rulings often depend on the quality and location of your primary residence."
The Housing-Tax Connection.
For tax rulings—especially **Lump-Sum Taxation**—authorities scrutinize your choice of home. It must serve as a credible reflection of your wealth profile.
"Our partners leverage Offlist.ch to source off-market luxury rentals that satisfy the 'Lifestyle Assessment' of cantonal tax authorities discreetly."
Security in the Details.
Standard insurance frameworks are insufficient for HNWI needs or complex cross-border corporate deployments. 100% compliance is our minimum standard.
"For private medical coverage and asset protection, we recommend a specialized audit with Expat-Savvy.ch."
The Advisory Roadmap
Feasibility Study
Exhaustive analysis of residence paths & fiscal impact.
Team Assembly
Mobilizing Tax Lawyers, Fiduciaries, & Specialists.
Implementation
Entity formation, permits, & property acquisition.
Operational
Full arrival concierge & local registration completion.
Strategic Intelligence Reports
Secure Your Private Strategy.
Speak with our principal advisors to assemble your relocation team. Your inquiry is handled with absolute professional discretion.