For expats and families from abroad
Moving to Switzerland raises many questions at once: canton of residence, taxes, pensions and coordination with your previous country of residence. Olivier Fricker supports this planning from the outset.
Wealth Planner & Family Officer · Zurich · Switzerland
Olivier
Olivier
Fricker
Partner at FINAD, an independent multi-family office in Zurich. He advises high-net-worth individuals, entrepreneurial families and foundations on all aspects of wealth planning, including expats and families moving to Switzerland or living internationally from here.
CFP® · Financial Planner, Professional Bachelor · Affiliate Member of STEP
Get in touch
Wealth planning as a whole
From investment strategy and tax and pension matters to estate and succession planning: Olivier Fricker looks at wealth as a whole and makes sure that individual decisions fit together.
He advises high-net-worth individuals, entrepreneurs and foundations, including across borders: from cross-border wealth transfers and relocation to the planning of trusts, foundations and holding companies, working with legal and tax advisers in several jurisdictions. Wealth management is one focus of his work; for wills and marriage contracts, he supports his clients together with specialised lawyers and notaries.
His career has taken him through banking, private banking and management consulting, with projects in Taiwan and Brazil, among others. He lives with his family in the Zurich area.
Author of Vermögen richtig planen (in German), in bookshops from January 2027. www.vermögen-richtig-planen.ch
Areas of practice
- 01Investment strategy and wealth management
- 02Tax and pension planning
- 03Estate and succession planning
- 04Moving to and from Switzerland, cross-border planning
- 05Trusts, foundations and holding companies
Qualifications
- CFP® (Certified Financial Planner)
- Financial Planner, Professional Bachelor (Federal Diploma of Higher Education)
- Affiliate Member of STEP (Society of Trust and Estate Practitioners); currently completing the qualifications required for full membership as a TEP
- Master in International Business, University of International Business and Economics (UIBE), Beijing
- Member of the Swiss Financial Planners Organization (FPVS | SFBV)
- Guest lecturer at the Institute of Financial Planning, Shanghai
International
Advice across borders
Olivier Fricker also advises clients from abroad who are moving to Switzerland, and families who live and invest internationally from Switzerland. To do so, he works with legal and tax advisers in the countries concerned.
For families with assets in several countries
Living, investing or running a business internationally from Switzerland calls for planning that holds up across borders: double tax treaties, inheritance and matrimonial law with an international dimension, and structures such as trusts and foundations.
For relocation abroad
He also supports Swiss nationals and expats who leave Switzerland: from the tax consequences of departure and pension assets to restructuring wealth in the new country of residence.
Contact
Let’s talk about your wealth
For a personal meeting or an initial question, please use the contact form. Your message goes directly to Olivier Fricker; you will usually receive a personal reply within two to three working days.