Montreux Real Estateby Swiss Private Group
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Home·Professionals

Montreux Real Estate

Professional Partners

Montreux Real Estate works with family offices, private banks, wealth managers, fiduciaries, trustees, law firms and trusted referral partners on Swiss residential property introductions.

Referral Cooperation

Montreux Real Estate works with a select group of professional partners on a confidential basis. All referral arrangements are handled with full discretion and in the interest of the end client.

We welcome referral cooperation discussions with qualified professional intermediaries who share our commitment to client protection, professional standards and long-term relationship building.

Initial discussions are conducted on a confidential basis.

Partner Categories

Family Offices

We work with single and multi-family offices seeking discreet access to selected Swiss and international residential property opportunities for their principals.

Private Banks

Referral cooperation with private banking institutions whose clients require trusted, independent real estate advisory alongside their existing wealth management relationships.

Wealth Managers

Introductions for wealth managers whose clients are considering Swiss residential property as part of a broader asset allocation or relocation strategy.

Fiduciaries

Collaboration with Swiss and international fiduciaries advising clients on Swiss residential property acquisition, holding structures and related matters.

Trustees

Support for trustees managing structures with Swiss or international residential property interests, requiring independent advisory and professional introductions.

Law Firms

Referral relationships with law firms advising clients on Swiss property acquisition, Lex Koller compliance, estate planning and related legal matters.

Referral Partners

We welcome referral cooperation discussions with qualified professional intermediaries who share our commitment to client protection and professional standards.

Fees

Engagement Structures

Our fees depend on the nature, complexity and scope of each assignment.

Engagement structures may include acquisition mandates, advisory retainers, referral agreements and success-based engagements.

Details are discussed individually.

Discuss a Referral Arrangement