Real Estate Advisory · Switzerland
Swiss
Real Estate Assets.
Legally structured.
Financially astute.
Personally guided.
Private Real Estate Advisory
A Property.
Part of a
Larger Whole.
A property in Switzerland is far more than just a residential or investment object. It can be a center of life, a long-term capital investment, part of an entrepreneurial asset structure, or an essential building block of intergenerational wealth planning.
Swiss Legal Consulting supports discerning private individuals, entrepreneurs, family offices, and investors with real estate projects in Switzerland – from the initial location and structuring decision, through acquisition and financing, to long-term management, sale, and succession planning.
Our aim is not classic real estate brokerage. We view real estate investment as part of an overarching asset, tax, and legal strategy.
The Swiss real estate market differs significantly from other European markets. Cantonal specifics, high requirements for financing and acquisition structure, and special regulations for foreign buyers make early planning particularly important.
We coordinate the necessary specialists for our clients and provide support, particularly with:
Real Estate Projects in Switzerland
Exclusive Real Estate Advisory in Switzerland
01
Private Residence
- Acquisition of high-quality residential properties and residences
- Villas, chalets, and exclusive vacation properties
02
Investment Assets
- Investment and income-generating properties
- Multi-family homes and residential portfolios
- Commercial and corporate properties
- Properties for family offices and private asset structures
03
Project Development
- Land and project developments
- Real estate companies and investment structures
- Cross-border real estate investments between Germany and Switzerland
Individual services are not considered in isolation. Legal, tax, financing, assets, and succession planning are conceived together from the outset.
Real Estate Legal Advisory
Security before
signing.
Especially with high-value properties, legal or structural errors can have significant economic consequences.
Together with our Swiss legal and specialist partners, we support the legal review and structuring of a transaction. Depending on the mandate, this includes the review and coordination of:
Purchase and Sale Agreements
Review of essential economic and legal contract terms, as well as support during contract negotiations.
Ownership and Land Register Situation
Analysis of ownership conditions, easements, land charges, rights of use, and other encumbrances.
Acquisition Restrictions for Foreign Investors
Early assessment of whether and under what conditions an acquisition by persons residing outside Switzerland is permissible. Special attention is paid to the regulations of the so-called Lex Koller.
Corporate Acquisition Structures
Assessment of whether the acquisition should be made directly as a private individual or within the framework of a corporate, investment, or asset structure, and whether it is legally possible.
Financing and Collateral
Coordination with Swiss banks, financing advisors, and other specialists regarding financing, equity structure, and collateral.
Lease and Usage Agreements
Review of existing lease agreements and other usage agreements for rented investment properties.
Real Estate Due Diligence
Four Perspectives.
One Basis for Decision.
For larger real estate investments, it is not enough to assess the location and purchase price.
Upon request, we coordinate a structured Legal, Tax & Commercial Due Diligence. This brings together the information crucial for the investment decision.
The focus is, for example, on:
01
Legal Due Diligence
Ownership, land register, easements, contracts, leases, permits, and legal risks.
02
Tax Due Diligence
Tax implications of acquisition, ongoing use, and a later sale, as well as cross-border issues.
03
Commercial Due Diligence
Purchase price, earnings situation, rental structure, ongoing costs, investment needs, and economic plausibility.
04
Technical Due Diligence
If required, involvement of architects, experts, and technical specialists to assess building substance, renovation needs, and investment risks.
Thus, the client receives not just a property offer, but a structured basis for decision-making for their investment.
Real Estate Acquisition & Relocation
A New Home.
A Coordinated Decision.
Real estate advisory is particularly important for clients who wish to relocate their center of life to Switzerland.
Here, various decisions directly intertwine:
Residential Canton – Residence Status – Tax Burden – Real Estate Acquisition – Financing – Asset Structure.
Therefore, the property should not be sought in isolation.
Swiss Legal Consulting supports the development of an overall strategy and, upon request, coordinates real estate advisors, lawyers, tax experts, banks, and relocation specialists.
For example, it can be clarified even before the move which region and canton suit the client's personal, economic, and tax situation, and what legal requirements exist for the planned real estate acquisition.
Real Estate as Part of the Asset Structure
For larger assets, the question regularly arises not only:
Which property should be acquired?
The decisive factor is rather:
Who should acquire it – and how should it be held long-term?
Private assets, corporate assets, family company, or another asset structure can have different legal and tax consequences.
For internationally structured assets, we also consider the interplay of different legal systems.
Our goal is a structure that not only works at the time of acquisition, but also for use, financing, asset transfer, sale, and inheritance.
Real Estate & Succession Planning
Preserve and
transfer values.
High-value properties, in particular, are often held for generations.
Therefore, we combine real estate advisory with the structuring of asset succession.
Together with specialized advisors, we examine, among other things:
- Transfer to spouses or descendants
- Gift and succession concepts
- Testamentary arrangements
- Cross-border inheritances
- Real estate companies and family structures
- Avoidance of unplanned communities of heirs
- Ensuring capacity to act in the event of death
- Long-term management of larger real estate assets
For German clients with Swiss properties, the coordination of German and Swiss legal and tax consequences is particularly important.
Access to Selected Properties
Access
makes the difference.
For exclusive properties, it is often not just the price that decides, but access to the market.
Through our network, we can connect clients with selected brokers, project developers, owners, banks, and other market participants in Switzerland.
The focus is on a discreet and client-oriented search.
We not only assist with the question of which property is interesting, but especially whether the investment fits the client's personal asset strategy.
Our Services
From the first idea
to the long-term structure.
From the initial idea to the long-term asset structure, we particularly support:
01
Location Analysis
02
Property Search
03
Acquisition Structure
04
Legal Review
05
Due Diligence
06
Financing
07
Contract Support
08
Acquisition of Ownership
09
Management
10
Tax Structuring
11
Succession
12
Exit
The Entire Real Estate Portfolio in View
Private Real
Estate Advisory
For selected clients, we offer particularly comprehensive support in the sense of Private Real Estate Advisory.
Here, the focus is not on individual real estate transactions, but on the client's entire real estate portfolio.
We coordinate existing and planned real estate investments, examine structuring options, and include tax, corporate, and inheritance law issues in the overall consideration.
Thus, an individual real estate transaction becomes a long-term real estate and asset strategy.
Advisory for Entrepreneurs, Investors, and Family Offices
For larger real estate portfolios, we can, upon request, assume an overarching coordination function.
Swiss Legal Consulting brings together the various parties involved in a project:
Client · Lawyer · Tax Advisor · Bank · Broker · Notary · Architect · Expert · Wealth Advisor
This provides the client with a central point of contact for the strategic management of their project.
Swiss Legal Consulting
Real estate assets need
more than a broker.
They need a strategy.
We combine Swiss real estate expertise with legal advice, tax structuring, financing, relocation, and international asset succession.
For clients who don't just want to acquire a property in Switzerland, but want to build, protect, and structure assets across generations.