Swiss Family Office Setup & UHNW Relocation
Define the Swiss office’s remit, governance and reporting needs; coordinate specialist advice, banking preparation and family relocation.
Overview
Begin with the family’s needs: investment oversight, consolidated reporting, administration, succession or support for an operating business. Compare an internal team, external providers and a hybrid arrangement before committing to an entity. The ownership, clients and activities determine which regulatory questions need assessment. A family office label does not settle licensing obligations. Agree responsibility for investment decisions, custody, tax advice and reporting with the appointed professionals. We connect that work with the family’s residence, home and school plans.
Ready to turn Switzerland into an executable plan?
Share the essentials privately, or start with the Swiss Arrival guide if you are still comparing options.