Private Client · Switzerland
Relocation
For families whose wealth entails special responsibility
Swiss Legal Consulting accompanies entrepreneurial personalities, HNWI, and UHNWI families on this path – personally, discreetly, and internationally.
Your Personal Swiss Strategy
Switzerland as a center of life for generations.
Switzerland combines economic and political stability with international openness, a long-standing financial center, and an exceptional quality of life.
For internationally active entrepreneurs and wealthy families, it can therefore be much more than a new residence. It can become the long-term center for a family and its wealth interests.
Whether Zurich, Zug, Schwyz, Lucerne, Geneva, Vaud, or Ticino – we view the choice of future location as part of a much larger decision.
The Decision in its Entirety
For wealthy entrepreneur families, the decision for Switzerland is rarely just the decision for a new residence.
It is a decision about the future center of the family, about the home of the wealth, about entrepreneurial continuity, and about how values, responsibility, and assets should be passed on to the next generation.
Our aim is not to process individual issues side by side. We want to understand the economic, family, and entrepreneurial situation of our clients in its entirety and, together with selected specialists, develop a long-term Swiss strategy from it.
Everything is connected.
Where should the family live in the long term?
Where should companies and participations be located?
Where should the wealth be managed?
Which structures create stability and freedom of action?
And how should the next generation take on responsibility?
From these questions, we develop our clients' personal Swiss Strategy together with them.
Residence. Family. Company. Wealth. Real Estate. Investments. Succession.
Everything is connected.
Private Client Relocation
The path to Switzerland begins long before the move.
The larger and more international a fortune is, the more carefully a change of residence should be prepared.
01 / INITIAL SITUATION
Understand
Family, wealth, participations, and existing structures.
02 / OVERALL STRUCTURE
Design
Prepare legal and tax issues together.
03 / SWISS PERSPECTIVE
Connect
Coordinate residence, company, and succession in the long term.
Preparation in Detail
For entrepreneurs, shareholders, and investors, decisions made before departure can have significant legal and tax implications for the subsequent structure.
Our support therefore regularly begins in the current home state.
Together with specialized lawyers and tax advisors, we analyze existing corporate and participation structures, real estate, capital investments, and family wealth circumstances.
Exit taxation, tax residency, double taxation, holding structures, and existing succession arrangements are not considered in isolation, but are integrated into the future Swiss structure.
The move does not determine the structure. The right structure determines the path to Switzerland.
Tax & Wealth Architecture
Significant assets require a comprehensive architecture.
For complex family wealth, it is not enough to optimize individual tax issues.
Private assets, corporate assets, participations, real estate, and capital investments are economically linked. Changes in one area can affect the entire wealth structure.
Wealth Architecture in Detail
Together with specialized tax partners, we develop a long-term, sustainable structure for the transition to Switzerland.
In doing so, we specifically consider corporate holdings, holding structures, international capital investments, real estate portfolios, distributions and divestments, family companies, foundation structures, as well as gifting and succession concepts.
The choice of canton is also part of this consideration.
The lowest tax burden alone is not the deciding factor. The decisive factor is the interplay between family, wealth, company, personal life plan, and long-term perspective.
Entrepreneurs & Family Business
Entrepreneurial continuity across borders.
Many of our clients have built their wealth themselves over decades.
They lead companies, hold participations, invest internationally, and bear responsibility for employees, partners, and the next generation.
A move to Switzerland should not interrupt these structures, but rather develop them meaningfully.
Entrepreneurial Structures in Detail
Together with our corporate and tax law partners, we also accompany the entrepreneurial dimension of the move.
This may include Swiss holding and participation structures, operating companies, corporate relocations, management structures, and cross-border corporate groups.
We pay particular attention to ensuring that corporate design, tax structure, and actual entrepreneurial substance are in alignment.
Switzerland can thus become not only a private center of life but also a long-term entrepreneurial location.
Private Real Estate
The right address is part of the overall strategy.
For many of our clients, a residence in Switzerland is much more than a real estate transaction.
Real Estate & Center of Life
Whether a city residence in Zurich, an estate on Lake Zurich, a family home in Zug or Schwyz, a property on Lake Geneva, or a retreat in Ticino – location, quality of life, tax framework, and long-term family planning should harmonize with one each other.
We accompany our clients in the search and structuring of high-end residential and investment properties and, upon request, coordinate selected real estate experts, lawyers, tax advisors, banks, and financing partners.
We do not merely accompany a real estate acquisition. We accompany the decision for a new center of life.
Family Office
A central perspective for complex assets.
As wealth increases, the number of advisors involved typically grows as well.
Private banks, asset managers, lawyers, tax advisors, real estate experts, and management consultants each look after individual areas.
The real challenge lies in bringing this expertise together.
Our Private Office Approach
This is exactly where our Private Office approach comes in.
Swiss Legal Consulting sees itself as a strategic interface between the family and its advisors.
We coordinate the different specialist areas, consolidate information, and keep the family's long-term goals in view.
For it is only through coordination that many excellent individual decisions result in a convincing overall strategy.
Private Banking & Investment
Access, selection, and independent coordination.
Switzerland has an extraordinary density of renowned private banks, independent asset managers, investment houses, and family offices.
This is precisely why choosing the right partners is of particular importance.
Wealth Organization in Detail
We accompany our clients in structuring their Swiss wealth organization and, upon request, coordinate discussions with suitable specialists.
The focus is not on a single financial product. The decisive question is which institutional structure fits the family, company, and assets in the long term.
For larger assets, this can also include the development of a dedicated family office structure or the coordinated collaboration of various banks, asset managers, and specialists.
The Private Office Principle
One contact. One network. One strategy.
Our clients should not have to mediate between lawyers, tax advisors, private banks, asset managers, real estate experts, and international partners themselves.
We coordinate these interfaces.
How we coordinate the specialist areas
For sophisticated mandates, we assemble an individual team of selected specialists and merge the different specialist areas into a common strategy.
Legal · Tax · Corporate · Relocation · Real Estate · Investment · Family Office · Succession
The client retains a central point of contact.
The specialists work in a coordinated manner.
The family maintains an overview.
Succession & Next Generation
Passing on wealth means passing on responsibility.
Succession
A perspective for the next generation.
For significant family wealth, succession should not begin with the question of who will inherit one day.
It begins much earlier.
What responsibility should the next generation take on?
How can the wealth be kept together?
How will entrepreneurial decisions be made in the future?
How can different interests within a family be balanced?
Cross-border Succession Concepts
Together with our specialists, we develop cross-border succession concepts, combining inheritance, corporate, and tax law design.
Wills and inheritance contracts can be part of such a structure, as can family companies, holding structures, foundations, and family governance regulations.
The decisive factor is not only who receives assets, but how assets can be preserved, managed, and further developed across generations.
Family Governance
Wealth needs rules before it needs them.
A family changes with every generation.
One entrepreneur becomes several family branches. Different life plans, interests, and ideas meet a common pool of wealth.
Proactive family governance creates clarity before conflicts arise.
Responsibility & Decision-making Rules
Who decides?
Who controls?
Who takes on entrepreneurial responsibility?
How is the next generation involved?
Which assets should remain permanently within the family?
How are different interests balanced?
Together with our specialists, we accompany families in the development of individual governance structures that combine legal design with family reality.
International Perspectives
At home in Switzerland, internationally positioned.
The center of our consulting is Switzerland.
However, the wealth world of our clients is typically international.
Companies are located in different countries, family members live in different jurisdictions, and real estate and investments are spread across multiple markets.
Dubai & Abu Dhabi in Overall Planning
Therefore, our consulting does not end at the Swiss border.
Through our international network, we can include further jurisdictions in the overall planning if required.
This applies in particular to the United Arab Emirates.
For clients with entrepreneurial, private, or investment interests in Dubai and Abu Dhabi, we can integrate corporate, real estate, relocation, and succession topics into the international overall planning via our structures and partners there.
The weighting remains deliberately clear:
Switzerland forms the center. Dubai and Abu Dhabi open up additional international perspectives if required.
This results not in a collection of independent structures, but in a coordinated wealth architecture across the relevant jurisdictions.
Switzerland
The center of your strategy
Dubai · Abu Dhabi
Additional perspectives as needed
Discretion as a Matter of Course
Large fortunes do not need publicity.
Personal financial circumstances, family decisions, corporate structures, and succession issues are among our clients' most sensitive areas.
Discretion is therefore not an additional service for us.
It is the foundation of our collaboration.
Personal. Confidential. Reliable.
Swiss Legal Consulting
Switzerland is more than a location.
We accompany entrepreneur families, HNWI, and UHNWI who are not merely looking for a new residence in Switzerland.
But a place for their family.
A structure for their wealth.
A perspective for their companies.
And a long-term order for the next generation.
Switzerland is more than a location. It can become the center for a new generation