Wealth structuring

Creating sustainable structures and appropriate governance

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.

Cross-border relocation

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

Succession planning

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

Global compliance

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

Philantrophy

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