Your advantage is an optimization of the various state tax burdens. In particular, we fine-tune the asset succession and relocation situation with specialized local attorneys and thus prevent double taxation.

According to verified studies, the most important factor for the long-term prospering development of family assets, in addition to an excellent investment strategy, is the lowest possible fee and tax burden. swisspartners analyzes your tax and fiscal law situation and provides structuring services at an international level – complementary to the services provided by your tax advisor in your home country.

Cross-border scenarios as a challenge
Where family members or assets are spread out across different countries, multiple countries often assert claims to their respective domestic inheritance, estate or bequeathal tax entitlements. Without forward-thinking planning, double taxation is often a real threat, even within Europe. In coordination with specialized local attorneys in the client’s country of residence, swisspartners improves the asset successorship situation from the tax, legal and financial perspectives.

Financial disadvantages associated with a change of residence
A change of residence can also have unpleasant financial consequences. In particular, when relocating away from the EU/EEA area, members of wealthy families are often subject to so-called relocation taxes. In addition, the existing assets are usually not structured in such a manner that the tax burden in the new country of residence is favorable.
For example, we utilize existing double-taxation treaties, transfer active holding companies to tax-favorable jurisdictions, and optimize the international withholding tax burden for securities portfolios.

Collaboration with experts – around the world
For these tasks, swisspartners works together with a network of selected, first-class lawyers and tax advisors in a variety of countries. If desired, our own team of advisors will also coordinate the tax and legal advisors where cross-border asset management and international asset succession issues are involved.