Primax Group AG · Services

Comprehensive family
office services —
worldwide

Our interdisciplinary team handles the full scope of family office mandates — from legal structuring and tax advisory to succession planning and asset management, across every jurisdiction.

"We bring together the right expertise for every situation — with no conflicts of interest and no bank ties. Just independent, trusted advice."

Category 01

Investment &
Finance

We guide you through the strategic planning, management, and oversight of your capital — connecting you with the right investment specialists, custodians, and financial partners while ensuring your interests remain fully protected.

01

Investment Management

Strategic planning and management of your capital investments — with foresight, rigour, and complete independence from banks and product providers.

Portfolio strategyAsset allocationIndependent
02

Financial Services

We coordinate all financial matters of your family office — cash management, banking relationships, reporting, and consolidated oversight — transparently and across borders.

Banking relationsReportingCross-border
03

Wealth Advisory

Holistic wealth advisory combining legal, tax, and financial perspectives — ensuring your assets are structured to grow, protect, and endure across generations.

Holistic adviceWealth protectionMulti-generational
Category 02

Law &
Tax

With deep expertise in international tax law and cross-border corporate structures, we navigate the full complexity of multi-jurisdictional legal and tax matters — from double taxation treaties to regulatory compliance and corporate governance.

04

International Tax Law

Expert advisory on double taxation treaties, cross-border tax structuring, and international tax compliance — drawing on more than 30 years of global experience.

Double taxationTreaty networksCompliance
05

Corporate Law

Structuring, incorporation, and ongoing administration of companies worldwide — from holding structures and foundations to operating entities across multiple jurisdictions.

IncorporationHolding structuresGlobal
06

Regulatory & Compliance

Navigating complex regulatory frameworks across jurisdictions — ensuring your structures remain compliant, efficient, and aligned with your long-term objectives.

Multi-jurisdictionalRegulatoryGovernance
Category 03

Family &
Estate

We take a comprehensive, long-term view of your family's needs — coordinating succession structures, estate planning, and day-to-day family management with discretion and care across generations and borders.

07

Succession Planning

Protecting and transferring your wealth across generations — with well-considered legal structures, tax-efficient frameworks, and a perspective that spans decades, not years.

Generational transferStructuresLong-term
08

Estate Planning

Comprehensive coordination of your estate — advance directives, patient orders, inheritance agreements, and wills — structured and managed worldwide with care and legal precision.

WillsInheritance agreementsWorldwide
09

Family Management

Discreet coordination of all family matters — from household management and education planning to philanthropy, travel logistics, and personal affairs.

DiscretionCoordinationLifestyle
Category 04

Corporate
Advisory

From strategic business decisions and corporate development to international expansion and M&A support, we advise entrepreneurs and families on the full lifecycle of their business interests — worldwide.

10

Corporate Consulting

Strategic advisory for complex business decisions — from operational restructuring and market entry to M&A support and board-level guidance across sectors and geographies.

StrategyM&AMarket entry
11

Business Development

Sustainable growth through targeted strategy, operational support, and our extensive global network of partners, investors, and specialists across Europe and Asia.

Growth strategyPartnershipsEurope & Asia
12

Real Estate

End-to-end advisory for property transactions — legal structuring, financing, tax optimisation, and due diligence for acquisitions in Switzerland and internationally.

TransactionsDue diligenceSwitzerland
Category 05

Assets &
Domiciliation

We manage the structuring, acquisition, and ongoing administration of high-value tangible assets — aircraft, yachts, automobiles, and art collections — while also guiding individuals and families through the Swiss domiciliation process.

13

Aircraft & Yachts

Legal and tax structuring for the acquisition, registration, and maintenance of aircraft and yachts — covering flag state, VAT, charter, and operational compliance.

AircraftYachtsVAT & flag state
14

Automobiles & Art

Acquisition structuring, import/export compliance, and collection management for luxury automobiles and fine art — including insurance, storage, and transport advisory.

CollectionsImport/exportInsurance
15

Domiciliation Switzerland

Comprehensive support for establishing residency in Switzerland — from lump-sum taxation negotiations and permit applications to authority liaisons and full establishment support.

Lump-sum taxPermitsZollikon

Conflict-free

No bank ties, no product incentives. Every recommendation is made solely in your interest.

Global network

Specialists across Europe, Asia, and beyond — assembled precisely for your mandate.

Full discretion

Swiss standards of privacy and confidentiality applied to every client relationship.

Long-term perspective

We think in generations, not quarters — for families who want to endure.

Discuss your mandate
with our team

Request a consultation +41 79 666 22 99 · www.primax.ch
© 2025 Primax Group AGPrimax · Family Office · SwitzerlandCHE-109.497.417