Patrician.ch for Firms · Cross-border advisors

The comparison in 2 minutes, so your hours go to the client.

Before the advice comes the table: what each place takes on this income, what leaving costs, how the place is entered. Patrician.ch for Firms writes it on published figures, under your name, in about 2 minutes.

In short

100 places to live, ranked on a client's own income, passports and family, on your site and under your name.
A visitor who asks reaches your inbox with their name, their email and their numbers, as a 1-page brief.
A 10-chapter client report, the Dossier, is written in about 2 minutes with your firm's name on the cover and every page.
Free for 14 days with all 9 widgets and 3 Dossiers. No card is taken.

Start the 14 day trial Read a sample Dossier

The first question

What your clients ask first.

A client planning a move wants numbers for 3 or 4 places in the first meeting. Building that comparison by hand takes hours that are hard to bill.

The Dossier is that comparison, written on the client's income, exit event, assets, passports and household. It states what is modeled and what is left to you, so your own analysis starts where the published figures stop.

On your own site

3 widgets that answer it, under your name.

Each one is 1 line of code your web person pastes. It carries your logo and your color, and its button sends the visitor's numbers to you.

WidgetThe exit tax calculatorA visitor enters a portfolio and the country they leave, and sees the charge that country can send on unrealized gains, on its published rule.

WidgetThe tax calculatorAn income, and the income tax in each of the 100 places next to the place the visitor lives now.

WidgetThe route finderHow each place is entered on the visitor's passports, by the published rule.

All 9 widgets (the engine, the globe, the board, the passport ladder, the exit tax calculator, the route finder, the tax calculator, passports side by side and the ordinary day) run through the trial and on the Firm plan. The Advisor plan carries the 4 calculators.

What reaches you

The inquiry arrives with the numbers in it.

When a visitor presses your button, their name, their email and what they entered reach your Lead inbox and your email within seconds. Each lead opens as a 1-page brief: income, passports, where they live now and the places that lead for them.

Your booking link can open for them the moment they send. Each lead can post to your CRM through a webhook, and the inbox exports to CSV.

The report

What a client sees, on published figures.

The Dossier ranks all 100 places on the client's numbers and reads the leading 3 side by side: tax line by line, what leaving costs, the route in, cost of life, schools and safety. A sample of the figures behind it, for places your clients name:

Place	Income tax on $1M	Rate on a $1M gain
London	$431,650	24%
New York	$433,093	38.1%
Zug	$216,522	0%
Milan	$446,408	26%
Dubai	$0	0%
Singapore	$208,137	0%

Income tax on the standard rules for a resident, and the headline rate on a $1M gain from listed securities. Social contributions and treaties are not modeled. Computed on the Patrician.ch 2026 model, current to October 2026. The tax calculator runs any income.

Plans

Free for 14 days, then $190 or $490 a month.

The trial includes all 9 widgets and 3 Dossiers, and no card is taken. The Advisor plan ($190 a month) includes 5 reports a month and the 4 calculators, co-branded. The Firm plan ($490 a month) includes 20 reports a month, all 9 widgets with inquiries, your logo and color only, and up to 5 users. Cancel any time.

Start the 14 day trial Compare the plans

Questions

Is a Dossier tax advice?

No. It is comparison research on published figures.

It creates no relationship between Patrician.ch and your client, and whatever you advise around it is your own.

What does the model cover, and what does it leave out?

Income tax on the published 2026 rules, tax on an exit, wealth tax and the residence route, on the client's own numbers.

Social contributions and treaties are not modeled, and every Dossier says so.

How current are the figures?

Rule changes are checked every morning against the primary sources, and each tax figure carries its official source and the date it was last checked.

What does it cost?

The trial is free for 14 days, with all 9 widgets and 3 Dossiers, and no card is taken.

After that the Advisor plan is $190 a month and the Firm plan is $490 a month.

Patrician.ch for Firms is self-serve software that produces comparison research. It is not tax, legal or immigration advice, and your firm's own advice goes around it.

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