CASES
Think holistically
TAXATION
Advise on the launch of a new, NFT-focused product by a renowned blockchain company incl. set up of legal, company and remuneration schemes with worldwide, decentralised spectrum.
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.
Accompany an international organisation in their development to non-profit activities – including governmental recognition in public-private partnerships.
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.
RELOCATION
Organise the transfer of two non-US citizens relocating to the United States who need to plan and restructure their affairs efficiently.
Assist a tech entrepreneur – one of the fastest-growing entrepreneurs in the world currently – on their worldwide planning.
Organise the move of an internationally based family with investments and tech business in multiple jurisdictions and residents in several countries.
Analyse 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.
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.
Analyse financial and pension alternatives for an international couple with assets across several jurisdictions.
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Innovative perspectives
for a holistic financial impact