Services
Coordinate Swiss residence, business and family priorities
Before residence
3 workstreams
Permit and settlement
4 workstreams
Governance after arrival
2 workstreams
Before residence
Pre-Immigration Tax & Asset Planning
Map business ownership, investments and planned transactions before moving. Coordinate Swiss and departure-country tax advice.
Lump-Sum Taxation (Forfait Fiscal)
Assess expenditure-based taxation eligibility, canton requirements and the comparison with ordinary Swiss taxation.
Company Formation & Business Relocation
Coordinate company setup, founder work permission, governance and cross-border tax questions for a Swiss business base.
Permit and settlement
Residency & Immigration
Assess Swiss residence and work options for entrepreneurs, private clients and families before making relocation commitments.
Real Estate Advisory
Plan a Swiss home search around residence eligibility, school routes and budget, with Lex Koller and purchase questions assessed by specialists.
Health & Wellness Coordination
Coordinate health insurance preparation and healthcare introductions around your family’s medical and relocation needs.
Family Settlement & School Coordination
Coordinate school enquiries, housing, local orientation and family settlement, with admissions and permit decisions confirmed by the relevant institutions.
Governance after arrival
Family Office Establishment
Define the Swiss office’s remit, governance and reporting needs; coordinate specialist advice, banking preparation and family relocation.
Directorship & Board Coordination
Coordinate Swiss representation, board responsibilities and administration alongside your company and relocation advisers.
Understand the scope before comparing fees.
Separate relocation assistance, external professional charges and the household’s own moving costs. Use our proposal checklist to prepare the questions that matter.
Relocation service costs and what to ask