For private banks and family offices: a relocation comparison under your name

A written comparison, under your name and nobody else's.

When a client weighs a move, the banker who brings a written comparison leads the conversation. Patrician.ch for Firms produces it on the client's own figures with your logo and color on every page.

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.

The first question

What your clients ask first.

A family deciding where to live looks at income tax, wealth tax, what a child inherits, schools, safety and the route in, all at once. It rarely arrives as 1 document.

On the Firm plan the Dossier is full white label: your logo, your color, your name on the cover and every page. The client labels are yours to choose, and no client name has to be entered.

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 engineOn your client portal or your site: the client sets income, passports and family, and all 100 places reorder on those numbers.

WidgetThe exit tax calculatorWhat leaving the current country can cost on a portfolio, on the published rule.

WidgetPassports side by sideAny 3 passports compared on reach, years to citizenship and tax on citizens abroad.

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	Income tax on $3M
Geneva	$400,376	$1,264,376
Monaco	$0	$0
London	$431,650	$1,331,650
Singapore	$208,137	$688,137
Dubai	$0	$0
Luxembourg	$434,967	$1,350,567

Income tax only, on the standard rules for a resident. Wealth tax, inheritance and any lump sum regime are read in the Dossier on the client's own balance sheet. 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

Does the client ever see Patrician.ch?

On the Firm plan the report and the widgets carry your logo and color only.

On the Advisor plan the report is co-branded, with Patrician.ch named as the research engine.

What client data do we have to enter?

Income, a liquidity event if one is coming, assets, passports, household and the home city, under a label of your choice.

No name is needed.

How many people can use the account?

Up to 5 on the Firm plan, 1 on the Advisor plan.

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.

Tax figures use a simplified marginal model with indicative 2026 brackets for a non-US single filer, ignore social contributions, most deductions, wealth taxes, and treaties, and are not advice. Residence rules change often. Verify before acting.

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A written comparison, under your name and nobody else's.