Think holistically


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.

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.

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

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

Innovative perspectives

for a holistic financial impact

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