MORE TIME FOR WHAT’S IMPORTANT TO YOU

You have ambitious goals, and you want a single point of contact to lighten your load? Our comprehensive advice and support will give you more time for the things that are important to you in life – allowing you to concentrate fully on your core business.

At swisspartners Wealth Services, a specialist team supports wealthy individuals and entrepreneurs in the areas of taxes advice, fiduciary services and business consulting. We also provide customised relocation services (advice on transferring domicile to Switzerland) as well as real estate and property services (purchases and sales/management).

With our in-depth knowledge and decades of experience, we assist you with competent, independent support and advice – at national and international level.

A SINGLE POINT OF CONTACT FOR ALL QUESTIONS

swisspartners Wealth Services offers holistic, interdisciplinary solutions for financial and private matters. Our services are designed for success-oriented individuals, entrepreneurs, artists and sportsmen/women.

We are your swisspartner for all financial matters:

  • One contact person
  • Continuity with a stable team
  • Solution-oriented
  • Highly specialised

FROM TAX CONSULTING TO RELOCATION SERVICES

We always tailor our services and packages to your individual needs:

  • Tax consulting
  • Fiduciary services | Accountancy
  • Assistance with real estate transactions | Real estate management
  • Family office services
  • Relocation services (transferring domicile to Switzerland)
  • Estate planning | Execution of wills

TAX CONSULTING

Flexible service modules:

  • Representation before the tax authorities
  • Preparation of annual tax returns including all necessary enclosures
  • Reviewing tax invoices and assessments for companies and private individuals
  • Advice on social security matters
  • Analysis of planned transactions

RELOCATION SERVICES

We assist and support you throughout the process of relocating to Switzerland.

  • Advice on immigration law, approval procedures, social security law, tax law
  • Optimising your departure from your home country (“exit taxation”)
  • Tax advice on canton-specific tax rates and tax charges, identifying your preferred place to live in Switzerland
  • Deciding between a second home and main residence
  • Search for a suitable residential property (rental or purchase) in Switzerland
  • Legal and personal advice for real estate purchases
  • Additional relocation services: health and other insurance, schools, domestic staff
  • Comprehensive advice on financial, tax and lifestyle matters even after successful relocation to Switzerland

REASONS TO LOVE LIVING IN SWITZERLAND

Living in Switzerland offers many benefits:

  • Optimum transport connections (Zurich, Basel, Geneva airports)
  • Prestigious state and private schools
  • Excellent infrastructure, outstanding medical care
  • High quality of life
  • Tax benefits
  • Political stability and independence
  • Legal certainty (direct interaction with the authorities is possible)
  • Continuity of the statutory framework
  • Low crime rate

YOUR TRUSTED PARTNER FOR ALL ASPECTS OF REAL ESTATE

For those dreaming of purchasing property in Switzerland, swisspartners offers excellent real estate and property services at fair terms.
Whatever your requirements regarding selling or purchasing real estate, monitoring during the construction process, or management of your property portfolio, we take care of all technical and administrative matters – to lighten your burden and allow you to enjoy the finer things in life.

We are here to provide you with advice and support:

  • Experienced real estate team
  • Uncomplicated processes
  • The latest tools
  • Customised all-round service

For more information: factsheet Real Estate

Your partner in charge

Ralph P. Schuler
Head of Tax and Fiduciary Services Switzerland, Partner
Phone +41 58 200 0 460
ralph.schuler@swisspartners.com