Areas of Engagement

Strategic guidance across the decisions that shape an international life.

Our engagement spans the full arc of international decisions — from structuring and tax positioning to residency, governance and succession — coordinated as one continuous relationship.

01

International Tax Strategy

Cross-border tax strategy aligned to your residency, holdings and long-term plans.

  • Residency and tax planning across jurisdictions
  • Treaty analysis and withholding optimisation
  • Pre-immigration and exit tax planning
  • Reporting, disclosure and compliance
02

Corporate Structuring

Holding, operating and IP architectures built for durability and clarity.

  • Swiss and international holding structures
  • Operating company set-up and governance
  • IP and royalty planning
  • Reorganisations, mergers and divestitures
03

Wealth Protection

Discreet frameworks to safeguard assets and continuity across generations.

  • Trusts, foundations and protected vehicles
  • Succession planning and governance documents
  • Asset segregation and risk insulation
  • Cross-border estate coordination
04

Family Office Coordination

Coordination of advisors, governance and reporting for international families.

  • Single and multi-family office set-up
  • Consolidated reporting and oversight
  • Investment governance and policy
  • Next-generation education and continuity
05

Swiss Access & Relocation

The practical path to Switzerland — residency, permits and on-the-ground access.

  • Residency permits and lump-sum taxation
  • Banking introductions and onboarding
  • Housing, schooling and lifestyle access
  • Local administrative and legal coordination
Next step

Explore your Swiss opportunities with a senior partner.

Book Your Swiss Opportunity Assessment