Geopolitical shifts, regulatory change, and political instability can turn what appeared to be an attractive domicile into a challenge - not only for wealth preservation, but sometimes even in terms of family safety. We help globally mobile families build a base in Switzerland that is defensible today, and for the generations that follow.
Political continuity, institutional stability, legal certainty, a deep professional-services ecosystem and an exceptional quality of life make Switzerland the jurisdiction of choice for families seeking a base that works across several dimensions.
For globally mobile families, choosing where to establish a long-term base has become a decision that touches legal structures, privacy, education, and the ability to build genuine roots in a jurisdiction that prides itself on stability.
A transparent and well-established regulatory framework supports genuine life-centre planning — enabling families to align residency, tax structures, corporate vehicles, and family governance in a single, defensible jurisdiction.
Political continuity and institutional stability
Legal certainty and a transparent regulatory framework
Deep professional-services ecosystem
Exceptional quality of life, education and healthcare
Our experts come into play where most relocation agencies fall short. Imagine a single point of contact who has done this time and again — residency, tax structuring, the right real estate, schools, banking, insurance, healthcare, permits for household staff, and the things you haven't thought of yet.
Our legal, tax, and family-office capabilities are in-house, built over more than 45 years. Combined with Tramondo, our FINMA-regulated investment partner, clients gain a single point of access with the depth to act.
Relocation agents complete a project; we establish a relationship. From the day you arrive, we remain at your service as your family office, legal counsel, tax advisor, and investment partner — often across generations.
Being deeply rooted in Zug means first-hand relationships with local and regional authorities and key decision-makers — faster approvals, fewer complications, and outcomes shaped by deep local expertise.
We ensure your Swiss base has substance — housing, insurance, family governance, permits, documentation — creating a position that is defensible today and in the future.
One partner, from the first conversation to the generations that follow. No handoffs between agencies, no patchwork of advisors — a single team that has done this time and again.
Four clear steps, one partner — from first conversation to the generations that follow.
Residency planning, taxation, immigration permits, and cross-border structuring tailored to your situation.
End-to-end relocation management — coordination with authorities, real estate, international schooling, household-staff permits, insurance, and banking.
Family-office setup, family governance frameworks, administrative infrastructure, and local integration for you and your family.
Ongoing accounting and fiduciary services, wealth structuring, estate planning, and continuous adaptation to evolving needs.
From the strategic to the everyday: a single team coordinating the full relocation and life-centre mandate.
Dr. J. Bollag & Cie. AG builds on more than 47 years of experience in advising families and entrepreneurs at home and abroad. The Group provides complex solutions across family office services, tax & law, corporate services, and finance & accounting.
With Tramondo Investment Partners AG, our FINMA-regulated partner company, clients enjoy first-hand access to bank-independent wealth management, institutional investment processes, and to the global investment universe.
Tell us a little about your situation. A senior member of the team will be in touch personally - typically within one working day. Conversations are confidential, and there is no obligation.