PRIVATE CLIENT ADVISORY · SWITZERLAND
Tax consulting with foresight.
Exclusive tax and structural consulting for entrepreneurs, investors, and high-net-worth individuals.
NEW PERSPECTIVES. CLEAR STRUCTURES.
ONE STRATEGY. ALL PERSPECTIVES.
Switzerland as part
of your future.
For entrepreneurs, investors, and affluent families, Switzerland is much more than just an attractive place of residence.
Residence, companies, shareholdings, assets, and succession: We combine these areas into a long-term, sustainable overall structure – together with specialized tax experts in Germany and Switzerland.
Learn about our consulting approach
Exclusive tax and structural consulting for entrepreneurs, investors, and high-net-worth individuals
For entrepreneurs, investors, and affluent families, Switzerland is much more than just an attractive place of residence. It can be part of a long-term strategy for companies, assets, investments, and international estate planning.
Swiss Legal Consulting assists sophisticated clients who wish to relocate their center of vital interests to Switzerland, become entrepreneurially active there, or restructure parts of their assets.
Our standard goes beyond the traditional handling of individual tax issues. Together with specialized tax experts, we develop and coordinate an individual overall strategy for Germany and Switzerland.
The focus is on five areas:
Residence · Companies · Shareholdings · Assets · Succession
These areas are not viewed in isolation but are combined into a long-term, sustainable overall structure.
PRIVATE CLIENT TAX ADVISORY
Your situation.
The big picture in view.
With larger assets, the interplay of numerous factors determines the quality of a structure.
We coordinate your questions together with selected German and Swiss tax and legal experts.
Entrepreneurs
Shareholders
Family Offices
Real Estate Investors
Investors
What we consider together
Especially with larger assets, it is not a single tax question that determines the quality of a structure, but the interplay of numerous factors.
Where will the future tax center of vital interests be located? Which assets will remain in Germany? How will company shares be held? Where will companies actually be managed? How will dividends and capital gains be treated? What are the implications for future estate planning?
Swiss Legal Consulting coordinates these issues together with selected German and Swiss tax and legal experts.
Our consulting approach is specifically aimed at:
Entrepreneurs and business owners, shareholders, investors, family offices, real estate investors, as well as private individuals and families with substantial or internationally structured assets.
01 / RESIDENCE & RELOCATION
A good move
begins before
moving day.
For entrepreneurs and high-net-worth individuals, the tax and corporate law structure should be established, if possible, before relocating the center of vital interests.
The tax-planned relocation to Switzerland
A change of residence should not begin on moving day.
For entrepreneurs and high-net-worth individuals, the tax and corporate law structure should be established, if possible, before relocating the center of vital interests.
We therefore analyze at an early stage, among other things, tax residency, the continuation of German tax liabilities, existing company shareholdings, possible exit taxation, German real estate, capital assets, and international sources of income.
In particular, we examine how the double taxation agreement between Germany and Switzerland is to be applied to the individual situation.
The result is not a standardized "relocation package," but a Germany-Switzerland strategy tailored to the client's personal and economic circumstances.
01
Analyze the initial situation
Tax residency, German tax liabilities, and international sources of income.
02
Review structures
Shareholdings, possible exit taxation, real estate, and capital assets.
03
Plan individually
A Germany-Switzerland strategy, tailored to your personal and economic circumstances.
Location Strategy Switzerland
The right place.
For your life.
Canton and municipality can have a significant influence on the tax burden. Equally decisive are quality of life, accessibility, the business environment, and your family situation.
Zurich
Aarau
Herisau
Appenzell
Liestal
Basel
Bern
Fribourg
Geneva
Glarus
Chur
Delémont
Lucerne
Neuchâtel
Stans
Sarnen
Schaffhausen
Schwyz
Solothurn
St. Gallen
Bellinzona
Frauenfeld
Altdorf
Lausanne
Sion
Zug
The optimal location is not necessarily the location with the lowest tax rate.
How we view your choice of location
Switzerland is not a uniform location for tax purposes.
Canton and municipality can have a significant influence on the personal and corporate tax burden. Therefore, we do not consider the choice of location only after the decision for a residence has been made, but as an integral part of the overall planning.
Depending on the personal and economic starting point, we analyze suitable locations in Zurich, Zug, Schwyz, Lucerne, Basel, Bern, or Geneva, for example.
In doing so, we do not exclusively consider tax aspects.
Equally decisive are quality of life, international accessibility, the business environment, the real estate market, the family situation, and the client's long-term personal goals.
The optimal location is not necessarily the location with the lowest tax rate. It is the location where tax, economic, and personal interests can be meaningfully brought together.
THINK ENTREPRENEURIALLY. PLAN LONG-TERM.
Structures that fit
your goals.
02 / Companies & Shareholdings
Entrepreneurs and
Shareholders
Analyze private and corporate structures together – from German companies and holdings to Swiss company formations.
Management
Holding Structures
Dividends
Permanent Establishments
Corporate structures in detail
The move to Switzerland is particularly demanding for entrepreneurs and shareholders.
Here, private and corporate structures must be analyzed together.
Swiss Legal Consulting coordinates, in particular, the review of existing German companies, shareholding structures, holding companies, Swiss company formations, and the relocation of individual corporate functions.
Special attention is paid to the question of where the actual management is located and where entrepreneurial value creation takes place.
Dividend flows, sales of shareholdings, financing, permanent establishments, and cross-border service relationships are also included in the overall planning.
The goal is a structure that not only appears tax-attractive but is also economically plausible, legally resilient, and manageable in the long term.
03 / Assets & Investments
Viewing assets in
their entirety.
Company shareholdings, securities portfolios, and real estate: We consider your entire asset architecture with the goal of long-term preservation.
Capital Assets
Real Estate
Investments
Family Companies
Asset architecture in detail
With larger private assets, we consider the entire asset architecture.
This can include:
Company shareholdings, securities portfolios, real estate assets in Germany and Switzerland, international real estate, investment companies, family companies, and other investment structures.
Together with our specialized partners, we examine how these assets can be meaningfully structured, taking into account German, Swiss, and international tax law.
The focus is not on short-term tax optimization.
Our goal is the long-term preservation, professional structuring, and cross-generational transfer of assets.
04 / ESTATE PLANNING
Structure today.
Think for generations.
An international asset structure is only complete if the event of inheritance has also been taken into account. Therefore, we combine tax structuring with inheritance law, corporate law, and estate planning.
Your succession as part of the overall strategy
An international asset structure is only complete if the event of inheritance has also been taken into account.
Therefore, we combine tax structuring with inheritance law, corporate law, and estate planning.
For entrepreneurial families and larger private assets, we specifically examine how company shareholdings, real estate, and capital assets can be held in the long term and transferred to the next generation.
Depending on the initial situation, family companies, holding structures, testamentary arrangements, or foundation models can be part of such planning.
In this way, tax consulting evolves into a comprehensive private client and succession strategy.
YOUR PERSONAL ACCESS TO SWITZERLAND
Many disciplines.
One point of contact.
How we bring the specialist areas together
Clients with complex asset situations do not need numerous independent points of contact. They need one place where the various specialist areas are brought together. Swiss Legal Consulting takes on this coordinating function. We connect for our clients:
- Tax consulting
- Legal consulting
- Corporate structuring
- Real estate consulting
- Investment
- Relocation and estate planning
Together with selected specialists in Germany and Switzerland, we develop an individual strategy from this and accompany its implementation.
LET'S TALK ABOUT YOUR FUTURE.
Personal. Discreet.
Cross-border.
For entrepreneurs, investors, and affluent families who wish to structure their private and economic interests between Germany and Switzerland in the long term.