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POELLATH advises UHNWI on relocation to Switzerland

POELLATH advises a successful German entrepreneur and investor on a planned relocation to Switzerland, including prior restructuring of his shareholdings.

In close collaboration with international advisors from the POELLATH network, the advice focuses on exit taxation issues, questions regarding the place of effective management and potential permanent establishments as well as regulatory aspects.

Other potential locations, including a location for the establishment of a family office (such as the United Arab Emirates and Liechtenstein), have been analysed in advance.

POELLATH advises the UHNWI with the following team:

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  • Private Clients
    • High-Net-Worth Individuals
    • Departure and Residency Taxation