Private individuals with global interests require customized solutions for their tax and legal issues. This is what KPMG is good at.
Private individuals require customized solutions for tax and legal issues.
In Switzerland, KPMG’s International Private Client Services team is made up of about 40 tax advisors, lawyers and accountants. Our multidisciplinary approach offers customized solutions for tax, legal and structural issues from a single source. Clients also benefit from our global network. This enables us to address complex issues from a global perspective, taking into consideration domestic and international policy trends.
International relocation and cross-border tax and legal advice
Relocating to Switzerland or another country throws up questions about tax-efficient residency, corporate structuring and investments. This is true for business owners, senior executives and people who have retired from the world of business. Foreigners relocating to Switzerland can also take advantage of the attractive option of lump-sum taxation, while attractive alternatives are also available under the ordinary tax regime.
Private clients can choose from a wide range of options for passing on assets to the next generation in ways which protect their family’s interests and needs and guarantee tax efficiency. Creating customized legal solutions helps to ensure that this is done as the donor or settlor wishes.
The establishment and running of a family office can be complicated and time-consuming and requires advice and expertise across a broad range of subjects. Whether you have an existing family office or you are just looking into the options, our professional team of advisors can provide and coordinate a wide array of services to support you. We answer your questions at any stage, from how to establish a family office to what to consider when it comes to tax, succession and tax/family governance. We can also advise you on cyber security, structuring the ownership of investments and due diligence.
For the last five years or so, the OECD and the EU have been working on increasing tax transparency and closing any loopholes. Given the reach of transparency regulations such as the Automatic Exchange of Information (AEoI, CRS), UBO registers, administrative assistance or the EU Mandatory Disclosure Rules (DAC6), it is not only financial services or fiduciary firms that need to address these topics. Ordinary companies and even individuals must also assess the impact of these regulations in order to ensure compliance with them.