How WE WORK
At BFM Swiss, we believe that clarity creates confidence.
Our approach is rooted in precision, discretion, and long-term perspective — whether you’re setting up a new entity, relocating wealth, or restructuring international holdings.
Each client journey begins with insight, not assumption — and evolves into a structure built to endure.
DISCOVERY CALL
Strategic Roadmap
Understanding your needs in full confidence — no strings, no assumptions. This is where we listen, identify key objectives, and assess your situation holistically. All calls are handled directly by senior advisors.
Based on your goals, we design a bespoke, compliant and multi-jurisdictional plan. Legal, tax and operational layers are integrated into one cohesive strategy — tailored precisely to your world.
Implementation
Long-Term Advisory
From documentation and incorporation to cross-border execution — we manage every step with Swiss precision and international awareness. Our legal and banking partners coordinate seamlessly.
Our role doesn’t end with setup. We remain at your side — adjusting, protecting and guiding. This includes ongoing corporate maintenance, wealth oversight, residency compliance or legacy planning.
Discovery Call
Understanding your needs in full confidence — no strings, no assumptions. This is where we listen, identify key objectives, and assess your situation holistically. All calls are handled directly by senior advisors.
Strategic Roadmap
Based on your goals, we design a bespoke, compliant and multi-jurisdictional plan. Legal, tax and operational layers are integrated into one cohesive strategy — tailored precisely to your world.
Implementation
From documentation and incorporation to cross-border execution — we manage every step with Swiss precision and international awareness. Our legal and banking partners coordinate seamlessly.
Long-Term Advisory
Our role doesn’t end with setup. We remain at your side — adjusting, protecting and guiding. This includes ongoing corporate maintenance, wealth oversight, residency compliance or legacy planning.