Confidential, without obligation, in your language. Four consultation types for HNWI clients — from the discreet off-market initial consultation to the structured family-office mandate.
Discreet initial valuation of your property, an assessment of the off-market options, and a discussion of the sales strategy without public listings.
A structured initial consultation on your search profile, regional preferences, Lex Koller compliance and off-market access. Including 3 regional recommendations.
In-depth advice on property allocation, trust structures, generational succession and the off-market pipeline for family-office mandates.
A structured briefing on lump-sum taxation in the 11 Swiss cantons that offer it, together with your tax-advisor partner and Beherzig as property coordination.
Select your consultation type above. We will contact you personally within 24 hours to coordinate an appointment.