Personalities
Fictional example cases: freely invented example characters that illustrate typical questions - from the family office generational change in Saanenland to the immigration from London or Mallorca to to the tech founder in Zug. People, objects, numbers and processes are fictional; it is not a matter about real mandates.
Family Office: Generational change in the Saanenland Chalet
Illustrative scenario: An entrepreneurial family from Great Britain is planning to move to Saanenland and the transition to the next generation – what questions arise? typically pose.
Read example case → Example case (fictional) · InternationalLondon Private Equity: Chalet search in St. Moritz
Illustrative scenario: moving from London, flat-rate taxation in Graubünden and the Discreet search for a chalet in the Upper Engadine – a typical process.
Read example case → Example case (fictional) · Cross-borderFamily from Mallorca: Second home in the Engadine
Illustrative scenario: A multi-generational family residing in Mallorca examines one second anchor in the Upper Engadine – Lex Koller, second home law and succession.
Read example case → Example case (fictional) · Tech-WealthBerlin Tech-Founder: Moving to Zug
Illustrative scenario: After a company is sold, a founding family considers moving away from Berlin to Zug – departure tax, flat rate tax and property search on Lake Zug.
Read example case → Overview · All example casesAll 8 fictional example cases
From the crypto entrepreneur to the Parisian banking family in Cologny to the NextGen heiress - All illustrative, freely invented scenarios at a glance.
To the overview → Tool · PersonalityHNWI Persona Quiz: Which profile type are you?
8-question quiz with personal result report. 10 HNWI personas, match to suitable tools, Pillars and advice recommendation.
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