A strategy at the service of your mobility.
Expats Moving to Switzerland
Your relocation to Switzerland represents a major, albeit sometimes temporary, wealth opportunity. We work with you to structure a coherent portfolio that leverages your residency status, harmonises your taxation across multiple jurisdictions, and serenely anticipates your future geographical transitions.
"International mobility adds a complex dimension to wealth management. Our role is to ensure the portability and compliance of your wealth, wherever you may be."
Thiago Frazao
Equity Partner
"International mobility adds a complex dimension to wealth management. Our role is to ensure the portability and compliance of your wealth, wherever you may be."
Thiago Frazao
Equity Partner
Is your wealth strategy adapted to the new tax specificities that affect you? affect you?
Expat status involves navigating between divergent tax and legal systems. Without coordination, there is a real risk of asset fragmentation or double taxation. We act to consolidate your situation, taking into account your country of origin, your current residence, and your future projects.
- Tax impact analysis and pre-immigration planning
- Optimisation of Swiss pension schemes
- Consolidated management of cross-border assets
- Optimisation of pensions and social security
In 2025, the federal income tax rate reached a maximum of 11.5%, while cantonal and municipal rates could reach nearly 18%, creating significant differences depending on the region.
