Relocation to Switzerland for Entrepreneurs, Investors, High-Net-Worth Individuals and Families
LINDEMANNLAW is delighted to invite you to the next edition of our web workshop series on Relocation to Switzerland for Entrepreneurs, Investors, High-Net-Worth Individuals and Families.
Following the strong demand and highly positive feedback from our previous sessions, we are pleased to continue this well-established series with a new edition of our online workshop.
This session will provide practical, in-depth insights into Swiss taxation, immigration law, and the legal frameworks relevant for private individuals and families considering relocation to Switzerland. The workshop combines expert guidance with real-life case studies and interactive discussion.
We are pleased to once again welcome our guest speaker, David F. Moser, Chief Sales Officer and Member of the Executive Committee at Baloise Life (Liechtenstein) AG, who will share valuable perspectives on financial planning and cross-border wealth structuring.
Agenda
- Switzerland – a Secure, Stable & Innovative Destination
Global leader: innovation, competitiveness & economic strength
Political & economic stability: a secure hub for individuals & families
High quality of life: healthcare, security, and infrastructure
Education options: renowned boarding schools and international programs
Case Study: Private Insurance and Relocation to Switzerland – a perfect match? - Swiss Taxation
Swiss tax system and tax competition
Ordinary taxation vs. lump-sum taxation: key differences
Avoidance of double taxation
Inheritance and gift tax
Possibilities of corporate structuring for entrepreneurs - Residency & Immigration Laws
Your 5 Options for residency in Switzerland
Family reunion
EU vs. non-EU applicants: legal requirements and procedures
Opportunities for persons over 55
Entrepreneur and investor visas: opportunities for business owners and investors
Case Studies - Live Q&A Session
Meet the Speakers:
Dr. Alexander Lindemann is one of the leading relocation lawyers in Switzerland, advising private clients and businesses from all continents on establishing a foothold in the country. As the founder and managing partner of LINDEMANNLAW, he specializes in Swiss immigration, tax planning, and corporate structuring, helping high-net-worth individuals, entrepreneurs, and international investors navigate the complexities of Swiss residency and business relocation.
With extensive expertise in wealth planning, investment structuring, and international tax law, Alexander provides strategic guidance on residency permits, lump-sum taxation, and corporate relocation solutions. His deep knowledge of Swiss and cross-border regulations ensures a smooth transition for individuals and businesses looking to establish themselves in Switzerland.
Thomas Kostkiewicz is a Swiss attorney-at-law, notary public and SAQ-certified real estate broker with more than 25 years of experience in corporate law, financial-market regulation and governance. He advises corporations, financial institutions and family offices in Switzerland, Liechtenstein, the EU and the US on complex cross-border legal, regulatory and compliance matters. His practice focuses on corporate and regulatory law, governance and risk management, M&A transactions, financial-market regulation (FINMA, FMA, SEC, MiFID II, MiCAR) and real estate matters. He combines strategic insight with hands-on regulatory expertise and is regularly engaged in governance, risk and M&A projects.
Nazik El Mahjoubi is a Senior Associate at LINDEMANNLAW and advises ultra-high-net-worth individuals, international entrepreneurs, family offices and financial institutions on complex banking, regulatory and cross-border matters. Her practice focuses on Banking & Financial Services Regulation as well as Litigation & Dispute Resolution, with a strong international focus across Switzerland, Luxembourg and the MENA region. She has particular expertise in regulatory frameworks, wealth structuring and financial market transactions, including digital assets and Islamic finance. Nazik is admitted as a lawyer in Switzerland and Luxembourg
David F. Moser, Chief Sales Officer, Member of the Executive Committee at Baloise Life (Liechtenstein) AG.
David brings over two decades of leadership in wealth-linked life insurance and international financial structuring. With a legal education from Bologna and Innsbruck, and a distinguished career across Swiss and Liechtenstein institutions, David offers unparalleled insights into tailored financial insurance solutions for high-net-worth individuals relocating to Switzerland.
We look forward to an engaging and insightful discussion with all participants!
Datum: 28.05.2026, 11:00 - 14:00 Uhr
Organisator: LINDEMANN LAW
Ort: Online / Microsoft Teams
Zielgruppe: Entrepreneurs, Investors, High-Net-Worth Individuals and Families
Kosten: Kostenlos / Free of Charge
