Optimising taxes to create surprising solutions: Wealth Planning by Chefinvest

Holistic approach

Tax optimisation forms an integral part of our solutions - a combination in wealth planning that opens up new perspectives and leads to surprising solutions.

Chefinvest provides consultancy services to individuals and legal entities in tax matters, in particular in the founding, structuring and restructuring of companies and in negotiations with tax authorities. In addition, Chefinvest provides advice on relocation to Switzerland, a service which covers residence permits, lump sum taxation, social security issues as well as tax-related clarifications and negotiations with authorities.

Our Chefinvest tax experts also have experience in forming optimal tax structures for real estate transactions.

Chefinvest offers the following additional services:

• Assistance in inheritance and gift tax
• Tax advice
• Mergers and Acquisitions of corporate entities
• Administrative bodies (Board of Directors, Management, CEO, etc.)
• Support in succession planning (private and corporate successions)
• Will executorship
• Cooperation with foreign tax experts