Strategic real estate
Structure and optimize your real estate assets.
I assist you in understanding, evaluating, and strategically organizing your real estate assets, both in Switzerland and internationally.
Real estate assets are often one of the most important—and most complex—components of an individual’s financial situation. Between taxation, financing, legal structure, returns, transfer, and risk management, every real estate decision influences your overall wealth management strategy.
The Strategic Real Estate module enables you to accurately assess your assets, structure your choices, and align your real estate with your objectives: performance, security, transfer, tax optimization, and overall consistency.
Accurately assess your real estate assets and the issues at stake.
Before making any decisions, I carry out a comprehensive and objective analysis:
- Detailed inventory: residences, rental properties, commercial or professional real estate, family properties.
- Analysis of the legal structure: direct ownership, company, trust, joint ownership, real estate investment company (SCI), matrimonial regime.
- Consistency between real estate, taxation, and overall asset strategy.
- Analysis of cash flows: expenses, financing, actual profitability, cash flow, risks.
- Analysis of family dimensions: co-ownership, inheritance, future transfer, governance.
- Diagnosis of areas of tension: over-indebtedness, unfavorable taxation, non-optimized or poorly optimized structuring, lack of liquidity.
Objective:
To establish a clear, precise, and jargon-free vision to inform every real estate decision.
Build independent, comparative, and aligned real estate scenarios.
Based on the diagnosis, we rigorously structure your choices:
- Decisions: keep, sell, refinance, restructure.
- Analysis of investment opportunities: residential, yield, diversification, Switzerland/international.
- Study of tax impacts (taxes, capital gains, cross-border flows, inheritance).
- Comparison of ownership structures: direct, company, trust, holding company, family ownership.
- Wealth simulations: yield, cash flow, taxation, long-term projections.
- Clarification of the impacts on your family and your overall wealth strategy.
Objective:
To secure decisions that are aligned with your goals, values, and wealth horizon.
Implement a solid, documented, and sustainable real estate strategy.
We coordinate operational implementation:
- Support during banking or financing negotiations.
- Coordination with notaries, tax specialists, lawyers, and trustees.
- Legal restructuring of assets (if necessary).
- Implementation of decisions: refinancing, transfers, asset reorganization.
- Ongoing monitoring: adjustments in the event of personal, professional, or tax changes.
- Development of a clear and documented real estate plan.
Objective:
To ensure reliable, smooth, and consistent execution for your entire estate.
Would you like to discuss your real estate situation?
An initial discussion often helps to clarify things: understanding your situation, identifying your challenges, and determining whether I can provide you with useful support.
A simple, confidential, and non-binding setting—just a conversation to move forward.