For advisers: relocating a client to Switzerland
When a client decides to move to Switzerland, you remain their adviser. We take care of the Swiss side of the move, from the permit and the tax ruling to the first year in a new home, and keep you informed along the way.
How an introduction works
A first, anonymous conversation
Tell us the profile: where the client lives today, the timing and the cantons considered. No name is needed to see whether a Swiss move is realistic.
A written scope
Before any work starts, we set out what we will handle and what stays with you and the client's other advisers.
Meeting the client, with you if you wish
We contact your client only once you agree, and in the way you prefer.
Updates to you along the way
You hear from us at the steps that matter: file submitted, ruling received, arrival.
Who does what
What we handle in Switzerland
- The residence permit file and contact with the cantonal authorities
- Lump-sum or ordinary taxation, and the tax ruling request
- The choice of canton and commune
- Home search, and Lex Koller checks for a purchase
- Arrival: registration, health insurance, schools and banking introductions
- Swiss tax returns after the move, if the client wishes
What stays with you
- The client relationship
- Banking, investment and wealth management mandates
- Tax and legal advice in the client's current country, including exit planning
- Structures, trusts and estate planning outside Switzerland
Discretion, in practice
Your client, your relationship
We never contact your client without your agreement, and we do not market to them.
Anonymous first
A profile is enough for a first view. Names come later, when you and your client are ready.
One Swiss point of contact
A single person coordinates the Swiss side and keeps you informed.
Briefings for advisers
Short, sourced notes on the questions clients raise most often. Written to be forwarded.
Introduce a client
No client name is needed at this stage. We reply personally, usually within one working day.