Private Client Services

What we cover

Service Areas

We advise entrepreneurs, investors, and high-net-worth families on cross-border legal, tax, residency, and wealth matters — with discretion and a long-term perspective.

Cross-Border Legal & Compliance

  • Personal legal structuring
  • Asset compliance frameworks
  • Contract protection strategies
  • Investment legal structuring
  • Cross-border risk analysis
  • Dispute prevention planning
  • Family legal protection
  • Tax-legal coordination
  • Residency legal support
  • Ongoing advisory

International Tax Planning

  • Personal tax residency planning
  • Global income structuring
  • Asset tax optimization
  • CRS compliance planning
  • Double taxation structuring
  • Investment tax strategies
  • Family tax planning
  • Offshore compliance advisory
  • Wealth tax mitigation
  • Annual advisory services

Immigration & Residency

  • Swiss pathways: residency via investment or Lump-Sum Tax arrangements
  • EU (France) residency structuring
  • Investor visa programs
  • Entrepreneur immigration
  • Family relocation planning
  • Permanent residency strategies
  • Citizenship planning
  • Tax-residency integration
  • Policy advisory
  • Full relocation execution

Wealth Structuring

  • Cross-border wealth architecture
  • Asset protection systems
  • Inheritance planning
  • Trust and foundation structuring
  • Multi-jurisdiction planning
  • Insurance structuring
  • Tax-efficient transfers
  • Risk separation frameworks
  • Investment structuring
  • Long-term preservation

Family Office Advisory

  • Single-family office setup
  • Multi-family office coordination
  • Investment structuring
  • Governance frameworks
  • Portfolio structuring
  • Legal & tax integration
  • Succession planning
  • Risk management systems
  • Private investment advisory
  • Strategic planning

Education & Career Planning

  • Elite Swiss / European education pathways
  • School admissions strategy
  • Career development planning
  • Internship & employment pathways
  • Study-to-residency transition planning
  • International school advisory
  • Family education strategy
  • Youth mobility planning
  • Swiss career exploration & employment advisory
  • Long-term global planning
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Jurisdictions
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Languages
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Practice areas

Plan your global future with confidence

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