Swiss Investment Advisory — Tailored Solutions for International Investors
Since 2007 Kennedy Capital has been providing bespoke advisory services to international investors, family offices, high-net-worth individuals, expats, and newcomers.
Key offerings
Swiss real estate transactions: end-to-end support across acquisition, disposition, due diligence, valuation, and property management for residential, commercial, and mixed-use assets
Business investment advisory (SMEs): deal sourcing, target assessment, commercial due diligence, valuation, and integration planning tailored to investment in small and mid-sized enterprises
Alternative investments: curated access and custody advice for physical assets and funds (gold, diamonds, precious metals, and other tangible assets), including provenance verification and storage strategies
Legal & tax compliance: cross-border tax planning, regulatory compliance, AML/KYC workflows, and coordination with local counsel and fiduciaries to minimise risk and ensure transparency
Deal structuring: bespoke entity design, holding structures, joint-venture agreements, shareholder arrangements, and exit planning to optimize control, liability, and tax outcomes.
Financing strategies: capital structuring, mortgage and credit solutions, leverage analysis, lender introduction, and refinancing planning to support acquisitions and growth
Market entry solutions: local market intelligence, regulatory navigation, establishment services, licensing support, and go-to-market planning for firms and private investors entering Switzerland
Incorporation: support establishing a local corporation by registering with the appropriate state authority, drafting and filing Articles of Incorporation, appointing a registered agent, adopting corporate bylaws, issuing initial stock, and obtaining any required local business licenses, tax ID numbers, and permits to ensure legal compliance and operational readiness
Estate planning: robust solutions for wealth preservation and succession optimisation by combining favorable tax frameworks, asset protection through strict banking and fiduciary confidentiality, flexible trust and foundation structures for tailored inheritance arrangements to ensure seamless wealth transfer to beneficiaries with political and economic stability
- Establishes a foundation for efficient management
- Clearly defines responsibilities and ensures legal certainty
- Facilitates compliance with Swiss regulations
- Protects shareholder interests
- Enables transparent decision-making
- Builds trust among customers, investors, and partners
- Contributes to long-term success in a complex economic environment
Expertise & Experience
Team bios highlighting qualifications (legal, tax, finance, real estate, local market specialists) and multilingual capabilities.
Case studies and client success stories (anonymized) showing outcomes: compliance solutions, tax-efficient structures, transaction saves, and value creation in SMEs.
Credentials, partnerships, and industry affiliations.
Services by Client Type
Family Offices & HNWIs: portfolio diversification, real estate acquisition strategies, wealth preservation.
International Investors & Funds: regulatory navigation, structuring cross-border investments, financing options.
Expats & Newcomers: property purchase guidance, residency-related implications, local integration and ongoing compliance.
SMEs & Entrepreneurs: acquisition advisory, minority investments, operational due diligence.
Process & Approach
Step-by-step description of engagement: initial consultation, needs assessment, tailored strategy development, execution support, and post-transaction advisory.
Methodology highlights: regulatory risk assessment, taxation modeling, deal structuring, financing sourcing, and local market due diligence.
Timeline expectations and fee structure overview (fixed, retainer, success fee).
Resources & Contact
Knowledge center: articles, FAQs, downloadable guides on Swiss property law, taxation for foreigners, financing options, and market insights.
Events and webinars for investors and expats.
Clear contact options: offices, dedicated relationship managers, request-a-consultation form, and international contact information.
Importance of a Clear Corporate Structure in Switzerland
Rapid initial assessment: focused intake to define objectives, constraints, and timelines
Modular or full-service engagement: flexible advisory packages from discrete project support to ongoing retained advisory relationships
Transparent deliverables: clear milestones, fee structures, and reporting to ensure accountability and measurable progress
Engagement Model
Real Estate Services
Comprehensive market analysis to identify opportunities and trends
Accurate property valuation to ensure fair pricing
Skilled contract negotiation to protect your interests
Detailed financial analysis to guide investment decisions
Facilitation of buying, selling, leasing, construction and property management
Expert support to help you achieve your real estate goals and turn your dream purchase into reality
Why clients choose us
Tailored, holistic advice: integrated multidisciplinary teams deliver coordinated solutions across legal, tax, financing, and operational domains to meet each client’s unique objectives.
Client profiles served: specialized experience with international investors, family offices, HNWIs, corporate expatriates, and newcomers requiring privacy, discretion, and bespoke execution.
Cultural competency: deep understanding of Swiss business culture and sensitivity to international norms, ensuring smooth negotiations and relationship management across jurisdictions.
Practical, outcome-focused approach: pragmatic recommendations grounded in market realities, risk management, and clear implementation roadmaps.
Multilingual support: advisory delivered in English, German, French, Italian, and additional languages to facilitate clear communication and reduce friction.
Grow your sales
Leverage Industry Expertise and Data-Driven Strategies to Identify Growth Opportunities
Analyze Market Trends to Refine Your Sales Approach
Enhance Customer Engagement to Unlock Business Potential
Tailored Solutions to Increase Conversion Rates and Expand Customer Base
Drive Sustainable Revenue Growth with Optimized Sales Processes
Partner with Us to Transform Sales Performance and Achieve Measurable Results
Financial Optimisation Strategies
The Backbone of Business Success
Tailored Budgeting Solutions for Your Unique Needs
Expertise in Cash Flow Optimisation, , and Debt Management
Personalised retirement and succession planning
An Investment Strategy encompassing all assets using a macro approach
Meet Robert Kennedy: Founder of Kennedy Capital
Robert Kennedy is a dual Swiss/Canadian citizen and the founder of Kennedy Capital, a Swiss consulting firm dedicated to guiding international investors, expats and newcomers through the complexities of Swiss real estate and local business investment. With deep expertise in the country’s strict regulatory environment, distinctive tax framework, and nuanced local markets, Robert has helped clients avoid costly mistakes and seize opportunities that are often overlooked by those unfamiliar with Switzerland.
He has extensive experience advising family offices and high-net-worth individuals on portfolio diversification through Swiss property, alternative investments and investments in small and medium-sized enterprises. Under his leadership, Kennedy Capital provides tailored guidance on legal and tax compliance, deal structuring, financing strategies, and market entry solutions, delivering truly holistic and trusted advice.
Robert is known for clear, comprehensive, and culturally aware counsel that resonates with international clients. His pragmatic approach combines technical knowledge with local insight, enabling investors to navigate Switzerland’s market confidently and efficiently.
Request a Consultation
For more information about our consulting services or to arrange a personal consultation with one of our experts, please complete this form.