Cross-Border Tax & Inheritance Solutions

Specialized Lump-Sum Taxation Advisory: Expert guidance on navigating and optimizing lump-sum taxation regulations in Switzerland.

Strategic Foundation and Trust Establishment: Comprehensive support in the creation and management of foundations and trusts for wealth preservation and succession planning.

Established Partnerships with Leading Swiss Legal Counsel: Collaboration with premier Swiss law firms to ensure comprehensive and expert legal support.

Discrete Real Estate Acquisition Services: Providing expert guidance and personalized support in identifying and acquiring premium residential and commercial properties within Switzerland, leveraging our deep understanding of the local market, particularly in the Lake Zurich region, Canton Schwyz and Canton Zug.