Private Wealth & Entrepreneurs

Custom made international expertise

Custom made international expertise 

PwC has a long tradition of advising Swiss and international private clients, whether they are entrepreneurs, executives or individuals and families with complex wealth and asset situation. We listen to your needs, offer our experience and work with you using our network of national and international specialists to develop custom made solutions.

Private Wealth & Entrepreneurs

Internationale Kompetenz für individuelle Ansprüche. Lesen Sie mehr über unsere Dienstleistungen.

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Private Wealth Forum 2016

Behind the glass door: the new world for international private wealth. Watch the country insight videos here.

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Unterstützung in US-amerikanischen Steuerangelegenheiten

Als Privatperson in Europa und der Schweiz US-Steueranforderungen erfüllen

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Our Services for Wealthy Individuals, Families & Entrepreneurs

Our asset-structuring services
  • We can advise and support you in the planning and implementation of national- and international structures for private assets such as real estate, jewellery and artworks, yachts and aircraft.
  • We can advise and support you in the planning and implementation of national- and international structures for business assets such as holding structures, trading, manufacturing and service companies, or private equity investments.
  • We can develop an optimal and sustainable tax strategy to meet your family and business needs.
  • We can advise you on the prevention and resolution of legal and tax issues, and represent you before the tax authorities and fiscal courts.

 

Our expert

Andri Manatschal

Partner Tax & Legal Services, Zurich

+41 58 792 43 18

Email

Our assetprotection services
  • We advise and support you in the planning and implementation of classic asset protection structures such as trusts and foundations.
  • We show you how to separate your private and business assets to increase your protection and reduce your exposure to risk.
  • We help you optimise your choice of business structures to minimise your risks.
  • We help you to draft appropriate matrimonial and inheritance agreements.

 

Our expert

Sergey Bezborodov

Partner | International Private Clients, Zurich

+41 58 792 43 48

Email

Succession planning

Whatever succession strategy you choose, it is important to set the right course early on. The needs of the business, the entrepreneur, the successor and the family must all be acknowledged and taken into account. In addition, company-related factors such as the legal aspects of taxation, inheritance and pension must also be considered.

Our succession-planning services
  • We support you with a careful assessment of possible succession strategies which shall consider economic and tax perspectives, as well as the financial, legal and family circumstances.
  • We work in close collaboration with you to develop an optimal succession plan for you and your business.
  • We advise you on the implementation of your chosen succession strategy and guide you through the implementation.
Estate planning

Especially where large estates and businesses are concerned, the impact of an unexpected loss of decision-making capacity, or a death, should be taken into consideration. Specific questions will arise, such as:

  • Who will make decisions regarding the assets?
  • Who will succeed the business?
  • How will succession be regulated between the heirs?
  • How can we ensure that third parties will not interfere in family matters?
Our estate-planning services
  • We arrange individual workshops to analyse your needs and goals.
  • We create an actual vs. target comparison and a risk vs. reward analysis for your current situation based on which we elaborate possible alternative solutions as well as an action plan for implementation.

 

Our expert

Dr. Marcel Widrig

Private Wealth Leader Switzerland, Zurich

+41 58 792 44 50

Email

Our investment-consulting services
  • We analyse your current portfolio in terms of risk, tax-liability and compliance.
  • Based on this analysis and your personal needs, we establish key criteria defining your individual investment strategy together with you.
  • Our recommendations will incorporate the latest tax and regulatory developments.

 

Our expert

Nathanael Frischkopf

Director Tax & Legal Services, Zurich

+41 58 792 10 75

Email

Our Family and Corporate Governance services
  • We arrange individual seminars where we work with you to identify short, medium and long-term interests for your family and business.
  • We help you to develop governance concepts and guidelines for your family business.
  • We advise you on the definition of owners' rights and obligations.
  • We help you to introduce family- and corporate-governance structures and support you with their implementation.
  • We illustrate and share examples of family business experiences, both nationally and internationally.

 

Our expert

Dr. Marcel Widrig

Private Wealth Leader Switzerland, Zurich

+41 58 792 44 50

Email

Our services for families and entrepreneurs worldwide  
  • We advise and assist you with your relocation.
  • We provide advice and support in international pension and social security matters.
  • We advise and assist in international estate-duty and inheritance matters.
  • We provide advice on cross-border business issues such as developing new business locations as well as supporting you with business acquisitions and relocations.
  • We undertake and coordinate your tax, social security and legal compliance work in the territories concerned.

 

Our expert

Dr. Marcel Widrig

Private Wealth Leader Switzerland, Zurich

+41 58 792 44 50

Email

Our services
  • Reporting & MonitoringBanks will always receive real-time reports.
  • Proven Success - We have successfully supported numerous bank customers in Switzerland, Liechtenstein, Luxembourg and other countries with voluntary self-disclosure.
  • Global PwC Network - Thanks to our global network, you can take advantage of our international expertise and understanding of the legislation and other context-specific issues in each respective territory. 
  • Outstanding Service The initial meeting will take place free-of-charge in Switzerland, Liechtenstein or, if requested, in your client‘s home country.

 

Our expert

Andri Manatschal

Partner Tax & Legal Services, Zurich

+41 58 792 43 18

Email

 

Our experts

Dr. Marcel Widrig

Private Wealth Leader Switzerland, Zurich

+41 58 792 44 50

Email