Your Swiss move. Your family, wealth and business considered together.

Timing depends on the residence and work basis, document readiness, authority decisions and practical arrangements such as school places and housing. Agree a target window and a sequence of decisions with your advisers; there is no single approval or settlement timeline for every Swiss move.

Expenditure-based taxation is available to qualifying foreign nationals who become Swiss tax resident for the first time or after at least ten years abroad and do not undertake gainful activity in Switzerland. Both spouses living together must meet the conditions. Managing a business or family office from Switzerland needs specific assessment; foreign clients or ownership alone do not establish eligibility. For tax year 2026, the federal minimum assessment base is CHF 435,000, not the tax payable. Worldwide living expenses and statutory housing-based minimums must also be considered. A separate control calculation can increase the tax due on specified Swiss income and treaty-relieved foreign income. Cantonal income and wealth-tax rules require a separate calculation.

Property eligibility depends on nationality, actual domicile, permit and intended use. A B permit is not blanket permission to acquire Swiss residential investments. A qualifying main-home purchase and a holiday or rental property are different cases. A Swiss company does not bypass Lex Koller if it is foreign-controlled. Ask the competent cantonal authority and notary to confirm the position before signing.

Compare the actual municipality, home, school and workplace. Zurich, Zug and Schwyz suit different priorities, and the household tax comparison needs consistent assumptions about income, assets and family circumstances. Assess the company’s location separately from personal residence.

Start by clarifying the services you need and whether the bank can consider your residence, tax status and assets. Prepare identity, ownership and source-of-wealth evidence, plus records showing where expected transfers will come from. The bank decides acceptance, documentation requirements, fees and timing.

B is a residence permit, L a short-stay permit, C a settlement permit and G a cross-border commuter permit. The appropriate category and its conditions depend on nationality, purpose of stay and the authority’s decision. For non-EU/EFTA nationals, the legal basis must be assessed individually. Employment, self-employment, retirement and exceptional admissions have different requirements. Wealth, a property purchase, company incorporation or a tax ruling does not by itself confer a residence permit. Cantonal and, where required, federal authorities decide; obtain an assessment before committing to a move.

The route depends on citizenship, existing status and proposed work. EU/EFTA self-employment and third-country entrepreneur admission have different requirements. Assess the business plan and the founder’s right to work with an immigration specialist; owning or registering a company does not itself grant a residence permit.

Yes. We coordinate relocation planning for high-net-worth individuals, entrepreneurs, UHNW families and family offices. The scope can connect residence, specialist tax questions, banking preparation, housing and schools, while your appointed professionals retain responsibility for their advice and regulated services.