Swiss Private Group
Who We Work With
Swiss Private Group works with a carefully selected group of private clients and professional partners. Confidentiality, trust and long-term relationships are the foundation of every engagement.
UHNW Individuals
Ultra-High-Net-Worth Individuals
Who They Are
Internationally mobile individuals and families with significant net worth seeking a Swiss residential base — primary residence, secondary home or investment property.
How We Work Together
Swiss Private Group provides end-to-end advisory support: market orientation, property sourcing, off-market access, acquisition support and professional introductions to the legal, banking and fiduciary ecosystem required for a successful Swiss property transaction.
Confidentiality
All client identities, requirements and transaction details are held in strict confidence. Swiss Private Group does not disclose client information to third parties under any circumstances.
Family Offices
Family Offices
Who They Are
Single and multi-family offices managing residential real estate as part of a broader wealth management mandate — whether for the principal family, beneficiaries or as a portfolio asset class.
How We Work Together
Swiss Private Group works with family offices as a specialist advisory partner for Swiss residential real estate. We provide market intelligence, sourcing, off-market access and professional introductions — integrated with the family office's existing advisory structure.
Confidentiality
Family office relationships require the highest standards of discretion. Swiss Private Group operates on a strictly confidential basis, with no disclosure of client identity, mandate or transaction details.
Private Banks
Private Banks
Who They Are
Private banking institutions whose clients require Swiss residential property advisory alongside their banking relationship — whether for primary residence, secondary home or investment purposes.
How We Work Together
Swiss Private Group works with private banks as a trusted referral partner. When a private banking client requires Swiss residential property advisory, Swiss Private Group provides a seamless, discreet service that complements the banking relationship without creating conflicts of interest.
Confidentiality
Referred clients are handled with the same standards of confidentiality that private banking clients expect. Swiss Private Group does not contact referred clients without prior authorisation from the referring institution.
Wealth Managers
Wealth Managers
Who They Are
Wealth management professionals — independent asset managers, multi-family offices and wealth advisory firms — whose clients require Swiss residential property advisory as part of a broader wealth management mandate.
How We Work Together
Swiss Private Group provides advisory services to clients introduced by wealth managers, working as a specialist partner within the client's existing advisory structure. We provide market intelligence, sourcing, off-market access and professional introductions — without disrupting the wealth management relationship.
Confidentiality
All referrals are handled with complete discretion. Swiss Private Group does not approach referred clients independently and does not share client information with third parties.
Trustees & Fiduciaries
Trustees & Fiduciaries
Who They Are
Trustees, fiduciary professionals and trust companies managing residential property on behalf of beneficiaries — whether for acquisition, management or disposal purposes.
How We Work Together
Swiss Private Group provides advisory support for trustees and fiduciaries navigating the Swiss residential property market on behalf of clients. We provide market intelligence, sourcing, acquisition support and professional introductions — working within the trustee's existing mandate and reporting structure.
Confidentiality
Trustee and fiduciary relationships require absolute confidentiality regarding beneficiary identity and mandate details. Swiss Private Group operates on a strictly confidential basis in all trustee and fiduciary engagements.
Lawyers
Lawyers
Who They Are
Legal professionals advising clients on Swiss residential property matters — Lex Koller compliance, acquisition structuring, permit requirements, cross-border estate planning and professional introductions.
How We Work Together
Swiss Private Group works with lawyers as a specialist advisory partner for the real estate dimension of client mandates. We provide market intelligence, sourcing, off-market access and introductions to the professional ecosystem — complementing the legal advisory relationship.
Confidentiality
All client information shared by legal professionals is held subject to the same standards of professional confidentiality that govern the legal relationship itself.
International Referral Partners
International Referral Partners
Who They Are
International advisors, family offices, professional networks and introducers based outside Switzerland who refer clients seeking Swiss residential property advisory.
How We Work Together
Swiss Private Group provides a trusted, discreet advisory service for clients referred by international partners. We work as a specialist Swiss partner within the referring firm's client relationship — providing market intelligence, sourcing, off-market access and professional introductions.
Confidentiality
International referral relationships are handled with complete discretion. Swiss Private Group does not contact referred clients without prior authorisation and does not disclose referral relationships to third parties.
Selected Properties
Explore Our Property Selection
Browse our curated selection of residential properties across Switzerland and selected international markets.
Confidentiality
All Enquiries Are Handled With Complete Discretion
Swiss Private Group does not share client information with third parties. All enquiries, requirements and transaction details are held in strict confidence. This is not a policy — it is the foundation of every client relationship.