Wealthy individuals and families with international connections face complex, often hidden risks, especially when living or doing business across borders. These risks can have serious financial and legal consequences if not properly addressed.

      KPMG’s Private Clients team in Switzerland, with around 40 tax, legal, and financial experts, helps identify and manage these risks with tailored, cross-border solutions. Backed by a global network across 154 jurisdictions and trusted local partners, we ensure coordinated and effective support.

      Whether you need help with asset structuring, tax compliance, or securing your family’s financial future, our multidisciplinary expertise across tax, legal and financial advisory ensures you get the right guidance when and where you need it.

      We serve high-net-worth individuals, entrepreneurs, and executives, protecting their wealth today and for future generations.

      Unlocking insights: addressing market trends and challenges

      Tax valuation of unlisted shares in Switzerland

      Unlisted shares are taxed in Switzerland using a prescribed formula under Circular No. 28, relying on net asset value and/or earnings value rather than market price.

      Lump-sum taxation in Switzerland

      The special tax regime of Swiss lump-sum taxation lets eligible foreign nationals base their Swiss taxes on annual living expenses instead of worldwide income and assets.

      UK non-dom regime
      changes

      From 6 April 2025, the UK replaces its non-dom regime with a 4-year FIG system that exempts eligible new residents’ foreign income and gains from UK tax.

      Our capabilities

      Expert guidance for seamless cross-border relocation, covering tax, legal, immigration, and long-term global planning.

      Our experienced German tax advisors are on hand to answer your questions on German-Swiss tax law.

      We offer tailored succession and philanthropy services including legal structuring, tax planning, and foundation support, both locally and across borders.

      We draw on our extensive experience and expertise to create sustainable structures and appropriate governance for your assets.

      Applying a coordinated approach across relevant jurisdictions, we support you in meeting your tax obligations – in full and on time.

      Due to strong credentials across many different sectors, KPMG Law is the law firm of choice for Private Clients.

      Tailored solutions for Private Clients 

      • Tax consulting

        We help our clients manage tax, remain compliant and drive transformation.

      • KPMG Law

        We empower your business with trusted legal advice and commercially inspiring solutions, globally.

      • Real Estate

        Selling, valuing, managing, optimizing real estate. We provide multidisciplinary advice.
         

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      Services

      We combine practical insights and a multidisciplinary approach to help clients build trust and transparency.