Private Clients

From defining requirements and conducting the search through assessment, acquisition or disposal, development, and repositioning, we structure and guide the entire decision-making process with care and attention to detail.

Our approach reflects each client’s individual objectives, preferences, and circumstances. What matters is not only that a property is compelling at the point of acquisition, but that it continues to meet the expectations and objectives associated with it over the long term.

Finding the right property begins with the careful choice of location. Switzerland’s cantons and regions differ not only in terms of quality of life and taxation, but also in their regulatory frameworks. At the same time, planning and building regulations require in-depth local knowledge to assess a property’s potential and constraints reliably.

We support clients, particularly those based abroad or less familiar with local market conditions, in weighing these factors and bringing them together into a well-founded decision. From defining the search profile and assessing suitable locations to identifying and evaluating specific opportunities, we guide the entire process in a structured and independent manner.

The acquisition of residential property by persons abroad is also subject to specific legal restrictions under Lex Koller. We identify the relevant requirements at an early stage and, where appropriate, involve specialist legal and tax advisers from our network.

Our advice covers investment focus, allocation, and structuring. Periodic reviews provide transparency on performance, risks, and optimisation potential, enabling portfolios to adapt to changing market conditions and personal priorities.

We also advise on the acquisition and disposal of properties, particularly multi-family, office, and mixed-use assets. From identifying and assessing suitable opportunities through to completion of the transaction, we guide the process in a structured and independent manner.

Where ongoing support is appropriate and desired, we assist with the management and development of individual assets and broader portfolios. This may include performance oversight, capital planning, repositioning, and ownership structuring, including whether properties should be held directly as part of private wealth or through dedicated special purpose vehicles.

Our role is to bring clarity, discipline, and market insight to investment decisions and to position portfolios so that they preserve value over time, remain competitive, and stay aligned with each investor’s objectives.