Expatriate advisory
Master your relocation, from departure to settlement.
End-to-end support for tax residency changes, particularly France → Switzerland.
Who is it for?
- Individuals and entrepreneurs relocating to Switzerland
- Long-term expatriates seeking to optimise their situation
- Families with children in international education
Our approach
A rigorous method, designed for the long term.
Relocation involves several dimensions: tax residency, possible exit tax, estate restructuring, choice of canton, lump-sum or ordinary taxation, social security and pensions, healthcare, schooling. We cover the financial and tax aspects, coordinating with your existing advisor in the country of departure.
What is included
Comprehensive support.
- Assessment of your current situation and objectives
- Tax exit strategy for the country of departure
- Canton selection and ruling negotiation (if lump-sum taxation)
- Estate restructuring before and after settlement
- Introductions to our local network (notaries, insurers, schools)
Frequently asked questions
What our clients ask us.
Other expertise
Explore other areas.
Book a free consultation
Let's discuss your wealth project, in full confidentiality.
An initial 45-minute meeting, free and without commitment, to understand your situation and assess together the possible avenues of support.