Legal Consulting

Your legal path
to Switzerland.

Personal, discreet, and cross-border.

For entrepreneurs, shareholders, and affluent private individuals, relocating to Switzerland is far more than just changing residence. Often, private asset structures, company holdings, real estate, tax affairs, corporate structures, and long-term asset succession must be reorganized simultaneously.

Swiss Legal Consulting supports demanding clients in this process as a central point of contact and coordinates the necessary legal, tax, and economic specialists in Germany and Switzerland.

Our aim is not to provide isolated answers to individual legal questions. We develop a comprehensive strategy for entering Switzerland together with our clients.

Your overall strategy comes first

How should residence, assets, companies, and family be structured in the future?

Who we serve

For entrepreneurs, investors, and affluent private individuals.

Especially for larger assets, a change of residence should not be viewed in isolation. The crucial question is rather:

Our consulting services are particularly aimed at:

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    Entrepreneurs and business owners
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    Shareholders and managing directors
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    Affluent private individuals and families
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    Family Offices
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    Investors and real estate owners
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    Individuals with internationally structured assets
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    Families with assets in multiple countries
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    Individuals who wish to permanently relocate their center of life to Switzerland

Our Consulting Areas

Legal Questions.
Considered in context.

01Relocation of Residence to Switzerland

We support the legal structuring of a planned move and coordinate all related issues.

This includes, among other things, the relinquishment or retention of existing residences, the future center of life, residence and settlement issues, existing German real estate and companies, and the legal classification of cross-border asset relationships.

For entrepreneurs, we also examine what impact a personal change of residence may have on existing companies, holdings, and management functions.

The goal is a legally sound transition between Germany and Switzerland before significant decisions are implemented.

02Asset Structuring

For larger private assets, we consider not only the residence but the entire asset architecture.

This may include:

Company Holdings · Real Estate · Securities · Investment Companies · Holding Structures · Family Companies · Foundations · Succession Planning

Together with specialized tax advisors and other experts, we examine which assets should be held privately in the future and for which asset components corporate or other structures may be sensible.

We consider both Germany and Switzerland and – for international assets – other affected legal systems.

03Companies and Holdings

For entrepreneurs, moving to Switzerland is particularly challenging.

The private relocation of a shareholder does not automatically mean that the company should also be relocated.

Therefore, we first analyze the existing structure:

Where is the operational activity located?

Where are entrepreneurial decisions made?

Where are employees, management, and essential functions located?

Which companies should remain in Germany?

Is a Swiss company necessary or economically sensible?

Which participation or holding structure should be built long-term?

Based on this, an individual Germany-Switzerland corporate structure can be developed.

04Company Formation in Switzerland

Swiss Legal Consulting supports entrepreneurs and investors in the preparation and coordination of Swiss company formations.

Depending on the business model, various corporate forms and participation structures are particularly relevant.

Where necessary, we coordinate cooperation with Swiss lawyers, tax advisors, trustees, banks, notaries, and other specialists.

Our advice therefore does not end with the certificate of incorporation.

It is crucial that the new company fits into the client's existing asset and corporate structure.

05Real Estate in Switzerland

For many of our clients, acquiring real estate is part of the planned move to Switzerland.

This can raise questions about acquisition, financing, use as a primary or secondary residence, ownership structure, and future asset succession.

Swiss Legal Consulting accompanies the client from strategic preparation to the coordination of involved advisors and service providers.

For larger real estate investments, we integrate the property into the overall asset structure from the outset.

06Asset Succession and Inheritance Law

An international change of residence should always be an occasion to review existing wills and succession arrangements.

This is especially true if, after the move,

residence in Switzerland, real estate in Germany, company holdings, bank assets in Switzerland, and family members in different countries

are involved.

Together with our clients, we develop a cross-border succession strategy and coordinate it with the involved advisors.

This can include wills, inheritance contracts, corporate succession arrangements, family companies, and – for appropriate asset situations – foundation or holding structures.

Our goal is succession planning that does not begin only upon death, but becomes part of the asset strategy during one's lifetime.

↗ Proxxima - Correct Succession Planning & timely planning

Connecting the Disciplines

Private Client
Advisory.

Particularly affluent clients often don't need another individual advisor, but rather someone who brings together the various consulting areas.

This is precisely where our Private Client Advisory comes in.

We coordinate the interfaces between:

Law

Taxes

Companies

Real Estate

Banks

Investments

Succession

Relocation

The client thus receives a central point of contact for the essential questions of their move to Switzerland.

Specialized services are integrated where needed.

Arriving in Switzerland

Relocation –
more than just a move

A successful move to Switzerland consists not only of legal and tax decisions.

Therefore, we also support our clients, upon request, in coordinating the practical implementation.

This may include, in particular:

Residence and settlement issues, real estate, bank accounts, insurance, company formations, trust structures, and the referral of suitable local contacts.

Our goal is the most structured transition possible from the previous center of life to the new private and economic location.

Swiss Legal Consulting

One point of contact.
Two countries. One strategy.

The uniqueness of Swiss Legal Consulting lies in connecting various consulting areas.

We do not consider the German or Swiss side in isolation.

We consider the client.

Their family. Their company. Their holdings. Their real estate. Their assets. And their long-term goals.

From this, we develop an individually tailored structure for Germany and Switzerland, together with specialized partners.