- Success Stories
A Seamless Cross-Border Transition
The move presented significant complexities: they faced intricate regulatory requirements, tax implications, and a need to integrate seamlessly into Swiss financial and legal systems. The family required a sophisticated advisor who could manage the transition and optimise it to benefit their immediate and long-term objectives.
At Tethys Management, we implemented a structured, multi-phase approach to achieve a seamless relocation. From optimising tax exposure and asset structuring across jurisdictions to creating a Swiss-based governance framework tailored to the family’s evolving needs, we handled every detail with discretion and strategic foresight.
- Phase 1 - Tax Structuring
To minimise global tax exposure, we established a Swiss holding entity that resulted in a 20% reduction in annual tax liabilities and restructured the family’s trust to protect future generations.
- Phase 2 - Real Estate and Legal Integration
We facilitated the acquisition of a $15 million primary residence in Switzerland, managing all legal and regulatory aspects and achieving a capital gain of $12 million from strategic sales in their previous country of residence.
- Phase 3 - Governance
We set up a Swiss-based family council and crafted governance bylaws that support transparent decision-making, bringing clarity and alignment across generations.
Tethys Management transformed what could have been a challenging relocation into a seamless experience. Their expertise allowed us to confidently make this move, knowing our wealth and legacy are secure and aligned with our goals for future generations.
