Private Client

Wealth structuring can take various forms. Whether through private or corporate structures, the optimal choice depends on the family’s specific objectives—such as asset protection, control, managing tax and compliance burdens, or estate and succession planning—and should be tailored to their long-term vision and goals. Private and corporate structures can be established across different jurisdictions and in various forms, each with distinct legal, tax, and compliance implications. Selecting the right jurisdiction and structure requires a careful and methodical approach.

We support:

• Planning and implementing tailored private and corporate structures (trusts, family foundations, holding companies, special purpose vehicles).
• Developing tailored and optimised long-term tax and legal strategies for individuals, families, and family business. 
• Assisting with succession and estate planning through a collaborative approach, engaging with the family and individual members to understand and address their concerns, objectives, and strategies to benefit both current and future generations.
• Supporting the restructuring of family businesses from ownership and management perspectives to ensure alignment with succession goals.
• Providing strategic business advice, including acquisitions, reorganisations, and exits from investments and businesses.

Due to personal or professional reasons and the complexity of their asset structures, individuals and families often have connections to multiple countries. This international dimension means that tax and legal matters must be considered proactively and from a holistic perspective, covering tax, social security, and legal aspects. Moreover, the tax and legal landscape is constantly evolving, especially in cross-border contexts, which requires ongoing review and timely updates. Regular tax and legal advice is essential to ensure compliance, optimise outcomes, and avoid unexpected challenges along the way. 

We support:

• Holistic review of status-quo.
• Tailor-made advice leveraging Deloitte’s global network across 150+ countries.
• A single point of contact through Deloitte Switzerland for seamless coordination and quality review.

As regulatory environments evolve worldwide, transparency, information exchange, and collaboration between tax authorities are increasing, leading to more comprehensive compliance and reporting obligations for individuals and companies. Navigating these complex and expanding requirements — especially for those with multi-jurisdictional ties and international asset structures — demands expert guidance to ensure full compliance and minimise risk.

We support:

• Assess the current compliance and reporting status. 
• Coordination and execution of global tax compliance, leveraging Deloitte’s network across more than 150 countries.
• A central point of contact and seamless coordination through Deloitte Switzerland.

In today’s globalised world, individuals and families frequently consider relocating—temporarily or permanently—for personal or professional reasons. For those with complex asset structures, cross-border relocation presents a variety of tax, succession, social security, legal, and immigration challenges. Successfully navigating these complexities requires thorough analysis, careful planning, and seamless execution supported by coordinated, cross-jurisdictional advice.

We support:

• Analysing potential relocation countries and their tax regimes.
• Providing comprehensive advice on tax, social security, pensions, legal, and immigration matters from both home and host countries perspectives.