Mark Hollenstein
Head of Business Development, Business Management
Real estate is more than an asset. It is a cornerstone of family wealth strategies. At Alpen, we support clients in finding, evaluating, structuring and managing properties across Switzerland and Europe. Our focus is on ownership vehicles, tax structuring and succession planning, with the goal that real estate strengthens long-term objectives while integrating seamlessly with broader wealth strategies across jurisdictions.
t Alpen, we approach real estate not as isolated investments but as strategic components of wealth planning. We assist families through the entire value chain, from identifying and evaluating properties to structuring ownership and integrating succession planning. Real estate decisions have lasting tax and governance implications, particularly across borders. By coordinating with legal and tax advisers, we aim to ensure that real estate holdings support liquidity, diversification and intergenerational continuity. Our goal is to be strategic, discreet and client-focused.
Relocation is more than a change of residence. It affects taxation, property structuring and succession planning. At Alpen, we help families manage these transitions strategically, ensuring moves are coordinated with global wealth objectives. We work with trusted legal and tax advisers to address cross-border requirements, integrating relocation with inheritance planning and governance. Based in Switzerland, we seek to provide clarity and discretion, turning expatriation into a structured step toward long-term continuity, stability and efficiency.
Our team at Alpen Partners brings together in-depth knowledge of property investment, tax-efficient ownership design, and international residency needs. We collaborate closely with you to source, structure, and oversee your real estate ventures—ensuring they align perfectly with your citizenship or residency goals while optimizing security and return.
Mark Hollenstein
Cornelia Daniel
Franz Lukas
Denis Da Silva
At Alpen Partners, we provide real estate search and structuring services in Switzerland designed to meet your unique financial needs. As a leading firm in Swiss discretionary investment management services, we offer:
Navigate the complexities of managing and safeguarding your wealth with our professional advisers, experienced in Swiss and international financial markets.
Benefit from our familiarity with the Swiss financial market and its regulatory environment.
Receive personalised wealth management plans that take into account your financial goals and risk profile.
Access a full suite of services including investment planning, tax optimisation and inheritance planning.
We strive to deliver high-quality services aligned with our clients’ objectives.
Our independence allows us to focus on quality rather than volume, ensuring properties complement existing wealth strategies.
These questions are frequently asked in relation to real estate search and structuring.
Real estate planning at Alpen goes beyond acquisition. It is about structuring, managing and integrating properties into long-term wealth strategies. We coordinate property search, evaluation, ownership vehicles, tax structuring and succession planning, ensuring each step aligns with family priorities. Our independence means solutions are designed for clarity and efficiency, not transactions. For families with international exposure, Switzerland serves as an established and well-regulated financial centre. By embedding real estate into financial and inheritance planning, we strive to create continuity, discretion and resilience. Properly integrated, real estate becomes a cornerstone of generational wealth, supporting both stability and intergenerational harmony across borders.
Real estate search is a critical step in long-term wealth planning. At Alpen, we assist families in identifying and evaluating properties in Switzerland and Europe, focusing on how each acquisition may align with broader financial and inheritance objectives. Our role is not that of an estate agent, but as a strategic partner. We coordinate due diligence, valuations and negotiations to help promote transparency and efficiency. Each property is assessed for its suitability in terms of tax implications, ownership structures and integration into succession planning.
Beyond the transaction itself, we examine how the acquisition may support liquidity needs, diversification and family governance. Our independence allows us to focus on quality rather than volume, aiming for properties to complement existing wealth strategies. By treating real estate as part of a global plan, acquisitions become instruments of continuity, supporting both family objectives and financial stability across generations.
The way real estate is held determines its long-term effectiveness as part of wealth planning. At Alpen, we design ownership frameworks such as trusts, holding companies or foundations, tailored to client objectives and jurisdictional requirements. These vehicles seek to provide clarity, enhance tax efficiency and simplify succession. Structuring aligns property ownership with inheritance planning, governance frameworks and family continuity. By embedding ownership within formal structures, we help prevent disputes, safeguard privacy and aim to help preserve assets across generations.
We coordinate closely with trusted advisers to ensure arrangements remain compliant and adaptable to changing regulations. For families with properties in multiple jurisdictions, structuring provides a consistent framework that reduces administrative complexity and inefficiencies. Real estate ownership, when managed strategically, can support intergenerational harmony and long-term security. Our role is to align properties with wealth strategies, they are neither burdensome nor fragmented across families or borders.
Tax considerations are central to real estate planning, especially when assets span multiple jurisdictions. At Alpen, we coordinate with tax experts to design efficient frameworks that reflect acquisition, ongoing ownership and eventual succession. Real estate holdings must comply with diverse local tax laws while minimising inefficiencies, making transparency and foresight essential. We help families understand the tax impact of cross-border acquisitions, structuring holdings to limit duplication and unnecessary exposure. Proper tax structuring also supports liquidity planning when obligations arise, helping families manage potential sales or disruptions to long-term wealth strategies.
Compliance is not only about adhering to regulations, but about embedding predictability and clarity into family planning. Our independence allows solutions to be designed with client priorities in mind, rather than being tied to institutional products. By integrating tax structuring into real estate planning, we aim to transform ownership into a stable, strategic component of wealth preservation that remains resilient across generations.
Succession planning is where the strategic value of real estate becomes most visible. Properties often hold both financial worth and emotional resonance within families, making transitions sensitive. At Alpen, we integrate real estate into succession frameworks to ensure continuity, fairness and stability across generations. This involves establishing governance structures, creating liquidity to cover obligations and aligning ownership vehicles with inheritance objectives. By embedding properties into trusts, holding companies or foundations, we seek to reduce disputes and provide clarity around roles and responsibilities.
Succession integration balances family priorities, with the goal of preserving assets while still supporting future needs. We coordinate with legal and tax partners to ensure frameworks remain compliant and adaptable as circumstances change. Real estate succession, when managed thoughtfully, fosters family harmony while supporting value preservation. Our approach positions properties as long-term assets, contributing to financial continuity and intergenerational legacy across borders and time horizons.
At Alpen, real estate search and structuring goes beyond financial returns. It is built on trust, long-term relationships and a structured approach. You remain in control where it matters most, while drawing on professional expertise where this adds value. In this way, your real estate holdings can be organised to reflect broader family priorities and long-term objectives.
Pierre Gabris
Your contact for Real estate search and structuring
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