Service Focus
Tool tutorials, Beherzig methods and advisory frameworks. How to make proper use of the Persona Quiz, Lump-Sum Taxation Calculator, Generational Handover Planner and Valuation Indicator — step by step.
Persona Quiz: Which HNWI profile type are you?
8 questions, 2 minutes, a personalised result report. 10 HNWI personas (Family Office Patriarch, NextGen Heir, UK Tax Refugee, ...) matched to Beherzig tools.
Start the quiz → Tool · Tax optimisationLump-Sum Taxation Calculator: 11 cantons compared
Enter an estimated expenditure of CHF 200'000–500'000 → output: tax burden per canton (VS/GR/VD/TI/BE/...). Comparison with ordinary taxation. PDF export.
Start the calculator → Tool · Generational transitionGenerational Handover Planner: 4-module workshop
A structured 4-module workshop for family office generational transitions: stocktaking, tax strategy, family governance, implementation plan.
Book the workshop → Tool · ValuationValuation Indicator: premium property estimate
A 4-step wizard for premium villas, chalets and penthouses from CHF 5 million. Hedonic model + Beherzig off-market premium adjustment. A personalised report.
Start the valuation → Tool · AuthorisationLex Koller Check: can I buy as a foreign national?
Quick check: is a resort quota available? Is the primary residence requirement met? Does the commercial exemption apply? — A clear answer in 3 minutes.
Start the check → Service · AdvisoryBook a consultation: 4 advisory types available
Sale initial consultation (45 min) · Purchase briefing (60 min) · Family office strategy (90 min) · Lump-sum tax workshop (60 min). Free of charge and without obligation.
Book an appointment →