For family offices we provide sustainable and discretionary tax planning. PrimeTax frequently advises entrepreneur families and is familiar with their specific needs. In particular, we place a strong emphasis on personal and family interests.
Our services in the area of family offices are:
- Advice on the choice of the legal form and the structure of a family office
- Establishment of family holding companies, foundations, trusts and charitable foundations in Switzerland and Liechtenstein
- Advice on real estate transactions and acquisition of alternative assets such as art etc. in Switzerland and abroad
- Succession planning and division of the family business, e.g. (un)paid transfer of shares to other family members or third parties
- Immigration and departure of family members (application for taxation according to expenditure, residence permits, etc.)
- Anual compliance and reporting obligations