When the numbers get larger, the wrong advice gets expensive.
Wealth tax, equity compensation, professional-trader risk, crypto, multi-canton structuring — high incomes and large portfolios attract scrutiny and reward precision. We hand-match you to advisors who operate comfortably at this level.
Where scale meets scrutiny
Above a certain level, optimisation and compliance become the same conversation.
Equity compensation
RSUs, options and ESPPs are taxed at vesting, exercise and sale — across possibly more than one country. Timing and valuation matter.
Professional-trader risk
Trade too actively and the authorities may reclassify capital gains as taxable income. The criteria are real and avoidable.
Wealth tax & structuring
Cantonal wealth tax varies enormously. Where you hold assets, and how, can change the annual bill materially.
Crypto & alternatives
Holdings, staking, DeFi and lending each have a tax treatment. Declared wrong, they invite questions.
What a matched advisor does for you
We don't hand you a directory. A specialist on our team reads your brief and personally introduces you to someone who handles exactly this, in your canton, every week.
- Time equity events to minimise tax across jurisdictions
- Stay safely on the right side of the professional-trader line
- Optimise wealth-tax exposure across cantons, legally
- Declare crypto, staking and alternatives correctly
- Coordinate with your wealth manager and lawyer
At this level the difference between a good and a great advisor isn’t the return — it’s the six-figure decisions around it.
Get personally matched to the right specialist.
Three minutes, anonymous, no obligation. A real specialist reviews your brief and introduces you to the advisor who fits.