HNWI Tools — no equivalent competitor offering in the Swiss market
Lump-Sum Taxation Calculator
Indicative tax liability under Swiss lump-sum taxation, with a comparison to ordinary taxation and an overview of 11 selected comparison cantons. Cantonal applicability must be checked case by case.
Calculate tax liability →HNWI Persona Quiz
Discover your personal HNWI profile in 5 questions, with tailored recommendations for region, tools and advisory strategy. Top 3 matches with percentage bars.
Discover your profile →Tax Rate Comparison for the Top 28 Municipalities
Sortable and filterable comparison of the 28 leading Swiss premium municipalities, with a lump-sum taxation indicator and a personalized comparison calculator.
Start comparison →Inheritance Tax Simulator
Indicative inheritance tax for real estate by canton (all 26) and degree of relationship. Includes an automatic search for the canton with the lowest tax and strategies for optimization.
Calculate inheritance tax →Generational Transfer Planner
Beherzig's 4-module workshop for structuring the transfer of your Swiss premium properties to the next generation. Tax-efficient, legally sound and supportive of family stability.
Enquire about the workshop →Property calculators — Swiss market data, canton-specific accuracy
Property Listing Description Generator
Generate professional property descriptions with AI. German, French and Italian. In Beherzig's brand voice.
Use now →Affordability Calculator
Guidance calculation using modelling assumptions commonly applied by Swiss banks.
Calculate now →Property Valuation Indicator
Get an initial price estimate for your property based on canton, type and condition.
Get a valuation →Property Transfer Cost Calculator
All purchase costs at a glance: property transfer tax, land registry fees and notary fees, calculated by canton.
Calculate now →Property Gains Tax Calculator
Calculate the tax on the sale of your property, based on canton, ownership period and gain.
Calculate now →Imputed Rental Value Calculator
Understand how the imputed rental value affects your income for tax purposes.
Calculate now →Off-Market Premium Indicator
Quarterly analysis: How much of a price premium do discreetly brokered premium properties achieve compared with publicly traded properties in 11 Swiss premium regions?
View indicator →Purchase Cost Calculator
All purchase costs at a glance: taxes, land registry, notary, mortgage certificate and moving.
Calculate now →Lex Koller Check
Answer 3 questions to check whether you are allowed to buy property in Switzerland as a foreign national.
Check now →Lex Koller Quota Tracker
Live overview of available resort quotas by Swiss municipality (Verbier, Crans-Montana, Zermatt, St. Moritz, Davos, Gstaad). Updated quarterly.
View quotas →Investment Return Calculator
Calculate the gross yield, net yield and cash flow of your investment property.
Calculate now →Would you prefer a personal assessment instead of a calculator?
Request a consultation →