Premium Invest
Comprehensive strategic vision with tax optimization and high-end support.
Designed for investors seeking personalized, confidential guidance involving tax, legal, or wealth structuring considerations.
This premium package is designed for international investors seeking personalized, discreet, and strategic guidance for acquiring real estate in Switzerland – including those who wish to structure their investment through a Swiss company AG/SA (LLC) or GmbH/Sàrl (Ltd).
Whether your goal is a secondary residence, a commercial asset, or a long-term investment, we support you from A to Z with full legal, tax, and regulatory alignment.
Services included:
Personal Audit:
Regulatory Audit:
Assessment of Permitted vs. Restricted Zones:
Tailored Strategic Advisory:
Creation & Setup of Swiss Company (if applicable)
Recommendations and Introductions to Trusted Swiss Partners:
Property Sourcing & Evaluation
Detailed Property Analysis:
Stakeholder Coordination :
Personal Representation at All Key Stages:
Optimal Legal Structuring:
Post-Acquisition Follow-Up:
You are our client – we remain continuously at your side to protect your interests and ensure a smooth, compliant, and high-value acquisition in Switzerland.
Confidential quote
Comprehensive strategic vision with tax optimization and high-end support.
Designed for investors seeking personalized, confidential guidance involving tax, legal, or wealth structuring considerations.
This premium package is designed for international investors seeking personalized, discreet, and strategic guidance for acquiring real estate in Switzerland – including those who wish to structure their investment through a Swiss company AG/SA (LLC) or GmbH/Sàrl (Ltd).
Whether your goal is a secondary residence, a commercial asset, or a long-term investment, we support you from A to Z with full legal, tax, and regulatory alignment.
Services included:
Personal Audit:
- Nationality, place of residence, family situation;
- Purchase objective (secondary residence, rental investment, mixed use, etc.).
Regulatory Audit:
- Eligibility assessment under the Federal Act on the Acquisition of Real Estate by Foreigners (ANRA, Lex Koller);
- Identification and verification of permitted zones and property types (residential, commercial, touristic, etc.).
Assessment of Permitted vs. Restricted Zones:
- Identification of regions where the client is legally authorized to purchase.
Tailored Strategic Advisory:
- Personalized investment strategy and acquisition approach;
- Recommended acquisition structure: individual or corporate ownership (e.g. Swiss company: AG/SA (LLC) or GmbH/Sàrl (Ltd), trust, or holding);
- Permissible surface area and legal structure (individual or corporate ownership).
Creation & Setup of Swiss Company (if applicable)
- Incorporation of a Swiss SA or Sàrl;
- Assistance with statutes, commercial registry, and compliance;
- Support for opening a Swiss corporate bank account;
- Coordination with local fiduciaries and accounting firms;
- Domiciliation of the company if needed.
Recommendations and Introductions to Trusted Swiss Partners:
- Tax advisors, family offices, architects, concierge services, wealth managers, private bankers.
Property Sourcing & Evaluation
- Weekly selection of on-market and off-market properties;
- Targeted search based on eligibility and investment objectives;
- Coordination of property viewings;
- Liaison with real estate agents and local professionals.
Detailed Property Analysis:
- Compliance with Lex Koller (ANRA, LFAIE);
- Return potential and long-term value;
- Acquisition-related tax implications (local taxes, purchase costs).
Stakeholder Coordination :
- Coordination of property viewings;
- Liaison with Notary;
- Communication with Cantonal authorities;
- Communication with legal advisors, agents, banks, and trustees (if applicable);
- Collaboration with real estate agents;
- Timeline and document management;
- Legal and regulatory compliance;
- Smooth transaction facilitation.
Personal Representation at All Key Stages:
- Property viewings, notarial meetings, final deed signing, and more;
- Full Administrative Support Until Completion of the Purchase;
- Strategic meetings with advisors or family office partners.
Optimal Legal Structuring:
- Support for acquisition via SPVs, holding companies or trusts.
Post-Acquisition Follow-Up:
- Land registry formalities;
- Introduction to property managers, accountants, legal or concierge services;
- Advisory on property management.
You are our client – we remain continuously at your side to protect your interests and ensure a smooth, compliant, and high-value acquisition in Switzerland.
Confidential quote
