Tax consulting for family offices

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

Contact Person

Stefan G. Widmer - PrimeTax Ltd

Stefan G. Widmer

lic. oec. publ., Certified tax expert
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