As a Swiss company assisting clients in setting up company, trust, or foundation structures, our services into Swiss Relocation adds strong strategic value—especially for HNWIs, entrepreneurs, family offices, and international businesses relocating to Switzerland.

Below are the services our company offers under client Swiss Relocation strategies:

1. Immigration & Residency Support

• Assistance with obtaining:

  • Swiss residency permits (B, L, C)

  • Lump-sum taxation permits (for wealthy individuals)

  • Work permits for non-EU/EFTA nationals

• Liaison with cantonal authorities and immigration offices

• Tracking of permit renewals and compliance requirements

2. Tax & Legal Advisory for Inbound Clients

• Tax residency planning and optimization across Swiss cantons

• Application and negotiation of lump-sum taxation agreements (Pauschalbesteuerung)

• Legal structuring for inbound holding companies, trusts, or family foundations

3. Company Setup for Relocation Purposes

• Setting up operating or holding companies to support relocation needs (eg. minimum economic interest)

• Meeting substance requirements for residency/tax purposes

• Establishment of family offices, IP holding companies, or management companies

4. Private Client & Family Office Structuring

• Relocation-driven estate and succession planning using trusts or foundations

• Setting up of family governance frameworks in Switzerland

• Integration with local private banks, trustees, and asset managers

5. Real Estate Search & Acquisition

• Assistance with finding rental or purchase properties

• Legal support for purchase agreements, notary processes, and Lex Koller compliance

• Advice on real estate holding structures (e.g., via companies or trusts)

6. Schooling & Family Integration

• Support in identifying and applying to international or private schools

• Orientation services for spouses and children

• Local integration support (language courses, clubs, cultural orientation)

7. Insurance & Healthcare Setup

• Guidance on Swiss mandatory health insurance registration

• Private insurance advisory (life, liability, travel, art, etc.)

• Introduction to private clinics and concierge healthcare providers

8. Banking & Financial Services Setup

• Assistance with opening personal and business bank accounts

• KYC and compliance support

• Coordination with wealth managers and private banks

9. Administrative & Concierge Services

• Registration with local communes and cantonal offices

• Drivers’ license exchange, vehicle import, utility setup

• Concierge support (household staff, VIP memberships, translation)

10. Post-Relocation Legal & Tax Compliance

• Ongoing tax filing and legal compliance

• Monitoring changes to tax residency status and Swiss legal obligations

• Support with family or business changes (e.g., marriage, succession, change of domicile)

Mapping Your Past ~ Building Your Future in Switzerland with Meta Octav