Our Private Client Tax Services are dedicated to supporting individuals and families in navigating complex Swiss and international tax landscapes. Our approach is personalized, ensuring every client receives strategic, forward-thinking advice to safeguard their financial future and meet compliance standards seamlessly.
✓ Holistic tax consulting and strategic planning for both Swiss and international tax matters tailored to private clients.
✓ Estate and succession planning services for family-run enterprises.
✓ Coordination of international tax implications related to financial products and insurance solutions.
✓ Customized estate planning and structuring services.
✓ Ensuring tax compliance and transparency, including reporting under the Automatic Exchange of Information (AEoI) and the Foreign Account Tax Compliance Act (FATCA).
✓ Guidance on tax compliance issues, including voluntary disclosures and responses to information requests.
✓ Assistance with tax rulings and communication with tax authorities.
✓ Relocations (inbound and outbound).
✓ Tax Compliance & Social Securities