Individuals, Foundations & Trusts

We offer tailored tax advisory services, supporting individuals and businesses in compliance, structuring, and strategic tax planning in an evolving tax environment:

Wealth planning and structuring

Development of tax-efficient wealth structures
Consolidation and realignment of complex international structures
Design and implementation of Private Wealth Structures (PWS)
Tax analysis and optimization of partnerships
Alignment of wealth and tax strategies with international regulations

International succession planning & tax strategy

Tax advisory on the inheritance of real estate and assets abroad
Analysis and structuring of trusts and foundation in an international context
Development and implementation of tax-efficient succession strategies
Review and application of double taxation treaties
Adaptation of existing structures to new tax regulations

In a specific case, I assisted a client in simplifying and restructuring a historically grown international wealth structure involving foundations, Liechtenstein establishments, and companies. The goal was to enhance tax efficiency, reduce administrative burdens, and create a clear, long-term sustainable structure.

Investment and Real Estate

Tax analysis of financial instruments and structured products
Optimization of tax treatment for dividends, interest, and capital gains
Advisory on tax classification and reporting in different jurisdictions
Acquisiton and sale of participations and Real Estate

Tax Planning for Relocation

Tax analysis and optimization for a change of residence
Lump-sum taxation
Development of tax-efficient relocation strategies
Review of relevant tax obligations and prevention of unexpected tax liabilities
Advisory on exit taxation and expatriation rules

Tax at source

Advisory on Swiss tax at source obligations for individuals and employers
Review of income and wealth thresholds and additional tax filing requirements
Support with employer obligations related to tax at source
Advisory on cantonal differences in tax at source rates and deductions
Review and refund applications for withholding tax based on double taxation treaties

Many of our clients are taxed-at-source employees with additional income from investments and real estate. A common scenario involves individuals who, due to withholding tax on dividends, must file a tax return in order to reclaim the Swiss withholding tax levied on investment in shares of Swiss companies. Other typical cases involve individuals whose real estate assets exceed the wealth threshold and whose investment income surpasses the income threshold. In such cases, we review their income and wealth situation, determine their tax obligations, and prepare the necessary filings, ensuring compliance while facilitating potential tax reclaims.

Tax Filing & Compliance

Preparation and optimization of tax returns for individuals and companies
Declaration of income from various asset sources
Tax compliance in an international context
Support with reporting obligations for digital assets

One case involved the inheritance of a property in the United States along with a Liechtenstein trust. I assisted the client in assessing the tax implications in both jurisdictions, structuring the assets for long-term efficiency, and mitigating potential double taxation risks.