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Hello! I recently read about Switzerland's tax system, and I have a question related to it. In the article, they mention the benefits of Switzerland's special tax regimes, like the holding company status and mixed trading company status. It caught my attention because, a while back, I considered setting up a company there due to its favorable tax environment. I was wondering if anyone here has experience with the holding company status, particularly how the tax exemptions work on foreign income? Does it really make a significant difference, especially if you're running a business outside Switzerland, like I was planning?
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Yeah, Switzerland gets a lot of attention for its tax perks, but honestly, choosing the right setup depends way more on the big picture—especially if you’re managing assets or planning across generations. I was in a similar spot, thinking Switzerland was the go-to, but eventually realized what I needed was less about location and more about having a proper family office planning structure in place. It shifted my mindset from "where's the lowest tax" to "what actually makes sense long-term."