We advise all types of private clients, especially high-net-worth individuals, entrepreneurs, top executives and family offices. Whether you have an existing family office, are just exploring options for one, or are administrating your assets by other means, our professional team of advisors can help you with all relevant challenges.

How you own your wealth is relevant for the control you may wish to exercise over the assets concerned as well as the various risks they may be exposed to. To strike the right balance, wealth structuring needs to be analyzed carefully and from different perspectives.

Our services

  • Assessing the risk exposure of the various assets you own, or you are considering acquiring, in all relevant jurisdictions - both in the short and long term.
  • Identifying the most appropriate structures and governance framework for you to own and enjoy your wealth, applying a truly holistic approach that takes into account your objectives and desire to mitigate exposure.
  • Implementing and operating any companies, trusts, foundations or other structures you may choose to set up.
  • Analysis of the reporting obligations under the Automatic Exchange of Information (AEoI, CRS), the Ultimate Beneficial Owner Register (UBO-Register), or for example the EU Mandatory Disclosure Rules (DAC6).

In the longer term, having a single point of contact will bring you the benefits of KPMG, including our capacity to monitor tax, legal and regulatory developments around the world and to anticipate changes.

Tax Transparency

Tax Transparency

How are you affected by the AEoI, OECD/EU MDR (DAC6) and the UBO Registers?
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Investment Protection

Investment Protection

Careful consideration of cross-border investments pays off
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Your key contacts

We gladly remain at your disposal to answer any questions you may have.

Hugues Salomé
Hugues Salomé

Partner, Head of Private Clients

KPMG Switzerland

Markus Vogel
Markus Vogel

Partner, Head of the Market Region Central Switzerland, Head Tax & Legal Central Switzerland

KPMG Switzerland

Philipp Zünd
Philipp Zünd

Partner, Private Clients Tax

KPMG Switzerland

Rinaldo Neff
Rinaldo Neff

Director, Private Clients Tax

KPMG Switzerland

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