My Personal Day Consulting Programs Incl. Structural Realization

Exclusive 1:1 Private Wealth, Asset Protection & Structuring Consulting

Personal Consulting in Zurich – The Dolder Grand

The Dolder Grand Hotel
Kurhausstrasse 65
8032 Zurich
Switzerland

Upon request, personal consultations can also be held at your location or online.

My day consulting programs are aimed at entrepreneurs, investors, high-net-worth individuals, shareholders, real estate investors, entrepreneurial families, and family offices who wish to strategically analyze, optimize, and implement their wealth, corporate, and international structures.

The focus is not on the isolated consideration of individual assets, but on the development of a holistic structural architecture for wealth, businesses, shareholdings, real estate, international companies, and long-term succession.

SPECIALIZED 1:1 CONSULTING

In addition to holistic private wealth consulting, individual strategic topics can be commissioned separately.

Each program is individually tailored to your personal situation, existing structures, and strategic goals.

Inheritance Tax Strategy

€45,000 plus 19% VAT

Strategic analysis and development of an individual inheritance tax and wealth transfer strategy.

Possible topics:

• Analysis of existing asset structure

• Wealth transfer

• Gifting strategy

• Business succession

• Transfer of shareholdings

• Family wealth

• International assets

• Long-term succession architecture

• Coordination with tax advisors, lawyers, and notaries

Goal: A long-term structured wealth and succession plan for the next generation.

International Succession Planning

€50,000 plus 19% VAT

International strategy for entrepreneurs and families with cross-border wealth, corporate, or shareholding structures.

Possible topics:

• International succession

• Business succession

• Transfer of shareholdings

• International assets

• Family wealth

• Holding structures

• Trust and foundation structures

• Residency and domicile issues

• International jurisdictions

• Long-term family strategy

Goal: Development of an internationally coordinated succession architecture.

Global Residency & Domicile Strategy

€75,000 plus 19% VAT

Strategic planning for entrepreneurs and high-net-worth individuals with an international lifestyle and asset structure.

Possible topics:

• International residency planning

• Tax residency

• Residency models

• Personal connections

• Economic activities

• Company locations

• International assets

• Jurisdiction comparison

• Long-term international life planning

The personal situation is considered together with existing corporate and asset structures.

Goal: Development of a consistent international residency and location strategy.

Onshore & Offshore Company Structures

€60,000 plus 19% VAT

Strategic development and structuring of potential national and international corporate architectures.

Possible topics:

• Holding structures

• Operating companies

• Investment companies

• Parent/subsidiary structures

• International companies

• Asset holding

• Real estate companies

• Company participations

• International jurisdictions

• Structuring of ownership relationships

Including:

• Strategic structural planning

• Structural architecture

• Selection and comparison of suitable jurisdictions

• Preparation for implementation

• Coordinating support for implementation

Excluding formation, registration, notary, government, legal consulting, tax consulting, and other third-party fees.

Onshore & Offshore Banking

€50,000 plus 19% VAT

Strategic planning of international banking, financial, and liquidity structures.

Possible topics:

• International banking locations

• Corporate bank accounts

• International payment structures

• Multi-currency banking

• Liquidity structures

• Corporate finance

• Banking jurisdictions

• International financial centers

• Coordination between corporate and banking structures

Including:

Coordinating support for the preparation and submission of required documents.

Excluding:

• Account opening fees

• Minimum capital

• Bank fees

• Correspondent bank fees

• Fees of external service providers

• Other costs of the respective bank

Account opening or bank acceptance cannot be guaranteed and is always subject to the review and decision of the respective financial institution.

Tax and Exit Strategy for Stocks & Dividends

€50,000 plus 19% VAT

Strategic planning regarding stock assets, participations, dividends, and future exit scenarios.

Possible topics:

• Stock portfolios

• Company participations

• Dividend income

• Participation structures

• Holding structures

• Exit planning

• Disposal strategies

• International participations

• Long-term asset structuring

Goal: Development of a long-term strategy for participations, dividends, and potential future liquidity events.

Trust Structures – Full Package

€60,000 plus 19% VAT

Comprehensive strategic consulting on potential trust structures and international asset holding models.

Possible topics:

• Trust jurisdictions

• Types of trusts

• Settlor

• Trustee

• Beneficiaries

• Protector structures

• Asset transfer

• Family wealth

• Succession planning

• International asset structures

• Governance

• Long-term asset planning

The concrete legal and tax implementation is carried out in cooperation with appropriately qualified specialists in the respective jurisdiction.

Global Asset Protection

€50,000 plus 19% VAT

Strategic development of an individual Global Asset Protection concept.

Possible topics:

• Wealth protection

• Asset Protection

• Liability risks

• Ownership structures

• Holding structures

• Company structures

• Participation structures

• Real estate assets

• International assets

• Trusts

• Foundation structures

• International jurisdictions

Goal:

A long-term structural architecture that systematically considers assets, participations, and entrepreneurial risks, and analyzes possible protection mechanisms.

Holistic Private Wealth Consulting

In addition to the specialized day programs, several topics can be combined to form an individual overall strategy.

For example, the following can be interconnected:

Private Wealth

Global Asset Protection

Holding & Company Structures

International Tax Strategy

Banking & Financial Structures

Real Estate Portfolio

Succession Planning

Residency Strategy

Trust & Foundation Structures

Corporate & Participation Structures

This creates a holistic Private Wealth and Asset Protection architecture.

Personal Consulting at The Dolder Grand Zurich

Personal day consulting can optionally take place in the exclusive environment of:

The Dolder Grand

Kurhausstrasse 65
8032 Zurich
Switzerland

Alternatively, consulting is possible:

At your location

or

Online

This allows international clients and entrepreneurs to be advised and supported flexibly.

Who are the day consulting programs suitable for?

The programs are particularly aimed at:

• Entrepreneurs

• Shareholders

• Investors

• Real estate investors

• High-net-worth individuals

• Entrepreneurial families

• Family Offices

• International entrepreneurs

• International investors

• Owners of larger participation portfolios

• Individuals with complex asset structures

Strategic Consulting at the Highest Level

The day programs are not standardized mass products.

Each consultation is individually tailored to your:

Asset situation

Corporate structure

Participations

Real estate

International activities

Personal goals

Succession goals

Location strategy

aimed.

Overview of Specialized Day Consulting Programs

Your Personal Structural Strategy

From the initial analysis to the strategic structural architecture:

Analysis → Strategy → Structure → Coordination → Implementation

Kappel & Partner Digital Werk supports you in taking a holistic and strategic approach to complex wealth, corporate, and international structural issues.

PRIVATE WEALTH & GLOBAL ASSET PROTECTION

Personal 1:1 consulting in Zurich, at your location, or online.

The Dolder Grand Zurich

from €45,000 plus 19% VAT

Note: The programs represent strategic and conceptual consulting services and do not replace individual legal, tax, financial, or investment advice by appropriately licensed or regulated professionals. The concrete implementation of corporate, trust, foundation, banking, tax, and succession structures may take place in cooperation with qualified specialists in the respective jurisdiction. All structures must comply with applicable legal, tax, regulatory, and international compliance requirements.