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New residents

A trusted partner for your new start in Switzerland

Moving to Switzerland is an exciting adventure, but it comes with unique challenges, particularly in terms of tax, financial and asset management. We provide comprehensive support for new residents, helping you navigate the Swiss tax and financial landscape, simplify your administrative procedures and maximize your financial potential in your new life.

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Optimize your installation in Switzerland.

Benefit from a clear understanding and practical advice on the Swiss tax and social security system. Our goal is to help you optimize your financial and tax situation in this new framework, while taking into account the strategies you had in your country of origin.

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Simplified administrative procedures

Receive valuable assistance in navigating Swiss administrative procedures, thus simplifying your installation and initial procedures.

Rapid financial adaptation

Get practical tips for effectively managing your finances upon arrival, including creating bank accounts, understanding local payment systems, and adapting to the Swiss economy.

Tax and asset integration

Benefit from tax and wealth planning adapted to your new resident status, helping you understand and take advantage of Swiss tax and pension systems.

Our services

Personalized advice for new residents

Initial tax analysis and advice

Assessment of your current tax situation and advice on the best tax approach in Switzerland.

Social security explanation

Guidance on the Swiss social security system and how to integrate effectively into it.

New resident heritage advice

Advice on the management and optimization of your assets in the new Swiss context.

Localized investment strategies

Development of investment strategies adapted to the Swiss market.

Insurance and pension advice

Guidance on the best insurance and pension options available in Switzerland.

Transition financial strategies

Helps adapt and transition your existing financial strategies and estate plans to the Swiss context, to ensure their effectiveness and compliance.

Tax analysis of foreign income

Assessment of the tax impact of your foreign income in Switzerland and advice on the management of this income.

Explanation of the tax system

A service dedicated to explaining the Swiss tax system and its options in detail, ensuring that you fully understand your new tax situation.

Successful financial integration

Benefit from successful tax and financial integration. We guide you through the complexities of the Swiss system, ensuring a smooth transition and maximum optimization of your financial situation.

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Avoid tax and financial pitfalls

New residents can easily find themselves facing tax and financial challenges. Our role is to help you identify and avoid these pitfalls, ensuring financial integration without hindrance and in compliance with Swiss standards.

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What our clients say

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Tell us about your project

Our advisors are available and attentive to your project and your issues. Book an appointment to learn more about our services and find out how we can help you.

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