Private Clients & Expat Advisory

Making complex cross-border matters clear and manageable

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Veralis supports internationally mobile individuals and families — in particular Swiss and European expatriates — in navigating financial, tax-related, and administrative matters across jurisdictions.

The focus is on creating clarity, structuring decisions, and coordinating with relevant specialists where required.

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Support typically includes:

• Swiss withholding tax (Verrechnungssteuer) recovery and related processes

• Financial implications of property ownership in Switzerland

• Pension considerations (Pillar 2 / 3a and cross-border aspects)

• Structuring and coordination of financial matters across jurisdictions​

Engagements are selective and advisory in nature, with a focus on clarity, efficiency, and practical guidance.