SERVICE

Personalized support for French-Swiss entrepreneurs

About the service

At BGO Patrimoine, we understand the unique challenges faced by entrepreneurs who have their tax residence in France and their business in Switzerland. Our expertise transcends borders to offer you comprehensive support adapted to your specific situation.

Our services include:

  • Legal structuring: We help you legally structure your business to ensure its robustness and compliance on both sides of the border.
  • Banking relationship establishment: Benefit from our expertise to establish solid banking relationships tailored to your professional needs.
  • Cross-border social security: We clarify obligations and options for you, ensuring optimal social coverage.
  • Family and business protection: Ensure the security of your family and business in case of incapacity with customized solutions.
  • Family transmission and business transfer: Benefit from informed advice whether for family transmission with application of the Dutreil pact, or during business transfer by addressing issues of "transposition" (taxation of former reserves), or indirect partial liquidation (substance dividend served shortly after acquisition).
  • Assessment of retirement planning: We conduct an in-depth analysis of your retirement planning needs to secure your future.

We also address Exit Tax issues prior to your personal relocation to Switzerland.

Trust BGO Patrimoine to transform cross-border challenges into opportunities for growth and security. Contact us to define together the best strategy for your unique situation.

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What is included in the services?

Our experts analyze every detail to ensure compliance, performance, and peace of mind. Your situation is unique, and so is our advice. Contact us to discover how we can shape an approach perfectly aligned with your needs and objectives.

FAQ

Frequently asked questions

fiscalité internationale

1

What should you be careful about when you have a business in France and Switzerland?

2

Does the Dutreil pact apply to the transmission of a Swiss company?

3

Is it true that as a Swiss resident, there is no capital gains tax on the sale of a Swiss company?

4

Is it necessary to insert a holding company for activities in Switzerland?

5

Is it possible to pay yourself dividends?
Plan your success

Find out how to optimize your Franco-Swiss wealth with a tailor-made strategy. Contact our experts today.

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