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?
      Investment Protection

      Investment Protection

      Careful consideration of cross-border investments pays off

      Your key contacts

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

      Hugues Salomé

      Partner, Head of Private Clients

      KPMG Switzerland

      Markus Vogel

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

      KPMG Switzerland

      Philipp Zünd

      Partner, Private Clients Tax

      KPMG Switzerland

      Rinaldo Neff

      Director, Private Clients Tax

      KPMG Switzerland

      Related services

      Our Private Clients team has multidisciplinary expertise across tax, legal, cyber and advisory.

      We work for – and with – you to assess the risks, opportunities and implications of relocating your residence across borders.

      Keeping your specific requirements in mind, we help you plan now to transfer your assets smoothly across future generations.

      Applying a coordinated approach across relevant jurisdictions, we support you in meeting your tax obligations – in full and on time.

      From philanthropic vision to the realization – we support you strategically and practically so that you can do good things even better.