All cases on this page are entirely fictional. They illustrate typical questions, including family office succession, relocation from the UK, France, Germany, Spain and Thailand, crypto assets, cross-border residence and next-generation heirs. The people, families, companies, properties, figures and processes are fictional; these are not real mandates or transactions.
Fictitious example scenario for illustration purposes. People, places and figures are freely chosen. No real mandate and no real transaction.
A fourth-generation British entrepreneurial family faces the end of non-dom status. Would relocating to the Saanenland and taxation according to expenditure make sense? Which chalet could serve as a family anchor, and what structure could support the transfer to the next generation?
A French entrepreneurial family has partially sold its business. Could lump-sum taxation in Vaud be an option? How could a primary residence on Lake Geneva, a chalet in Valais (Lex Koller) and the French departure tax questions be considered together?
A third-generation heir takes on a villa and chalet. Should the villa be retained and upgraded for energy efficiency? Could a discreet sale of the chalet make sense, and how might the generational transition be planned step by step?
A Berlin software founder has sold his company. Under what conditions could lump-sum taxation in Zug be an option? What would German exit taxation mean, and could a foundation solution make sense for succession planning?
A third-generation Parisian banking family is considering a move. Might it meet the requirements for lump-sum taxation in Geneva? Which villa and schools might suit, and how could the family reorganise its assets and French property holdings?
A German-British family is considering a move after the end of the non-dom regime. Could lump-sum taxation in Graubünden be an option? How could a historic chalet in the Engadin be upgraded for energy efficiency while preserving its character?
A Spanish-German family is considering a dual-residence strategy: Palma remains its main home, with a second residence in the Upper Engadin. How might Spain–Switzerland double taxation questions and succession planning across three generations be addressed?
A Swiss-Thai entrepreneurial family has sold its platform. Lavaux or Lugano? Which regulated Swiss bank could convert stablecoins transparently into CHF/EUR, and what might compliant custody look like?
These case studies are entirely fictional scenarios illustrating typical questions around relocation, generational transitions and property in Switzerland. They are not based on real client relationships: no real people, families, companies or properties are represented. Figures, prices, tax amounts and timeframes are indicative or simplified model calculations and are no substitute for tax or legal advice.
The three categories group the case studies as follows:
The eight scenarios explore typical starting points—relocation from the UK, France, Germany, Spain and Thailand—and typical Swiss destinations such as the Saanenland, Lake Geneva region, Zug, the Engadin and Ticino.
All names, family circumstances, properties, prices, tax values and processes are fictional. Any resemblance to real people, companies or properties is coincidental. No government decisions, approvals or tax outcomes are presented as having occurred; these depend on the relevant authorities and specialists in each individual case.
Beherzig can support you with similar questions, discreetly and personally.
Access Beherzig Confidential →