CASES

Think holistically

RELOCATION
Organise the transfer of two finance and tech entrepreneurs (UK and Asia) including the blockchain-based investment company.

Assist a tech entrepreneur – one of the fastest-growing entrepreneurs in the world currently – on their worldwide planning.

Organise the move to Switzerland for an international family with business in tech and assets across multiple jurisdictions.

Analyze several jurisdictions for a transfer of domicile for a family holding several citizenships and assets on three continents.

Support a renowned event organizer in international immigration laws.

TAXATION

Set up a financial company in Switzerland and Europe with worldwide spectrum in terms of clients and activities.

Provide an international design business – present in Middle East, Pacific and Europe – advisory services across a broad range of legal and consulting areas such as to expand into the Swiss market.

Advise a Swiss entrepreneur and foreign executive couple on a holistic patrimonial strategy, including company solutions, asset protection, and family inheritance matters.

Assist a Swiss-based investor in the acquisition of foreign moveable and immovable assets.

Assist a real estate entrepreneur in the capital restructuring of the company – including governmental measures during COVID19.

Qualify tax liability of various international structures for an executive family and represent the clients to the authorities.

Articulate options available in the cross-border consolidation of assets.

Assist in the voluntary disclosure for several Swiss- and foreign based family branches.

PENSION
Holistik advises an investor on sustainable investing for the pension assets.

Advise on financial and tax strategy for a Swiss lawyer, including
the planning for early retirement and the management of real estate
properties.

Analyze financial and pension alternatives for an international couple with assets across several jurisdictions.

finance

Innovative perspectives

for a holistic financial impact

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