Taxes and costs as factors that influence capital preservation in the long term

Studies confirm that in addition to the definition of a solid investment strategy, the long-term development of a family’s wealth is significantly influenced by costs and a variety of taxes levied at home and abroad.

International tax consulting with a focus on Switzerland

swisspartners collaborates with a network of attorneys and tax consultants in various countries. However, tax issues involving Switzerland are handled by our in-house team which also manages holding solutions.

On request, our team of tax consultants also coordinates the work of tax and legal consultants for Swiss clients where cross-border asset management and international succession planning issues are involved.

Optimization of estate tax burdens in conjunction with larger wealth transfers

If family members and/or assets are dispersed across different countries, it is common for several jurisdictions to claim local estate, inheritance, or bestowal taxes. Without anticipatory constructive planning, double burdens may often be incurred, even within Europe. In consultation with a Swiss inheritance law specialist and network partners from other involved countries, swisspartners will optimize the successorship situation from the fiscal, legal, and financial perspectives.

Members of wealthy families are mobile

Often, clients fail to fully realize the fiscal consequences of a relocation. Existing assets are generally not structured in such a way that the tax burden in the destination country is favorable. swisspartners helps plan and design forward-looking relocation scenarios.

We can assist family members who move to Switzerland or the Principality of Liechtenstein with further services: we can help find real estate and negotiate with the tax authorities in both countries.