Zug, Switzerland
Patrician.ch for Firms · Private client and tax lawyers

The comparison your client asks for in the first meeting.

A client weighing a move wants the income tax, the tax on a gain and the way in for each place before the advice begins. Patrician.ch for Firms puts that comparison on your site and in an AI assistant under your firm's name, on published 2026 rules.

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.
  • A Free plan with no time limit: your page, Patrician AI and all 12 widgets, your first 25 conversations and 3 inquiries. No card is taken.

Start free or read a sample Dossier

See it working

London to Monaco, under your name.

A client weighing Monaco sees the income tax, the tax on a gain and the way in, under your firm's name, before the first meeting. This is the widget and the AI assistant your visitors use, live on 2026 rules. On your site they carry your logo and color, and every inquiry comes to you.

The widget, live

Patrician AI, played on 3 questions

Your Company NameAI assistant

I earn $1M a year in London. What would I keep in Monaco?

On 2026 rules, income tax in London is $431,650 a year and in Monaco $0. That is $431,650 a year that stays with you, $4,316,500 over 10 years.

And the tax on a $1M gain from shares?

As a resident, a $1M gain from listed shares is taxed $240,000 in London and $0 in Monaco, on 2026 rules.

How do I get residence in Monaco on a UK passport?

An application with conditions attached. Residence card with proof of accommodation and a local bank relationship.

Every figure is computed from published 2026 rules, never written from memory. Patrician AI explains published tax, residence and passport rules. It is not tax or legal advice.

Put this on my site, free

The first question

What your clients ask first.

A private client planning a move arrives with 3 or 4 places in mind and asks the same questions for each: what the income is taxed at, what a sale is taxed at, and what leaving costs.

Your site can answer the published part before the meeting, so the meeting goes to the part only you can do. The client types an income and sees both places side by side, and the ones who want advice write to you with their numbers.

On your own site

3 widgets that answer it, under your name.

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

WidgetThe moveAn income, 2 places: income tax in each, what stays each year, and the tax on a $1M gain from listed shares.
WidgetThe exit tax calculatorA portfolio and the country being left: the charge that country can send on unrealized gains, on its published rule.
WidgetThe tax residence finderThe published residence test of 47 countries and territories, side by side, with the official source.

All 12 widgets run on every plan.

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 Inquiry inbox and your email within seconds. Each inquiry 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 inquiry 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:

PlaceIncome tax on $1MRate on a $1M gain
London$431,65024%
Zug$213,0330%
Monaco$00%
Milan$446,56426%
Dubai$00%
Singapore$207,9500%

Income tax on the standard rules for a resident, and the tax on a $1M gain from listed securities held as a resident. 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 with no time limit. $190 or $490 a month for more.

The Free plan has no time limit and takes no card: your page, Patrician AI and all 12 widgets under your name, with your first 25 conversations and 3 inquiries. Advisor, $190 a month: your brand on the widgets and Patrician AI with no Patrician.ch line, 100 conversations and 10 inquiries a month. Firm, $490 a month: every inquiry reaches you with no monthly cap, 300 conversations a month and up to 5 users. The Desk, $990 a month, adds a reply to every inquiry written in your voice for you to approve, a client memory and the Monday brief. Cancel any time.

Start free or compare the plans

Questions

Is it legal or tax advice?

No. It is comparison research on published 2026 rules.

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

What does a visitor send us?

Their name, their email and the figures they entered, as a 1-page brief, to your inbox alone.

The widget sets no cookies, and Patrician.ch uses the inquiry for nothing else.

What does the model leave out?

Social contributions, treaties and special regimes negotiated case by case.

Every page and every Dossier says so, so your analysis starts where the published figures stop.

What does it cost?

The Free plan has no time limit and takes no card: your page, Patrician AI and all 12 widgets, your first 25 conversations and 3 inquiries.

The Advisor plan is $190 a month with 100 conversations and 10 inquiries a month, and the Firm plan is $490 a month with every inquiry and 300 conversations a month.

Patrician.ch for Firms is self-serve software that produces comparison research on published rules. It creates no relationship with your client and is not legal or tax advice. Your firm's advice goes around it.

Also for

Other firms that answer where.

Real estate teamsA buyer leaving a high-tax place asks what the move leaves them each year after income tax.US real estate agentsA buyer leaving California for Nevada or Texas, or New York for Florida, asks what the move saves them each year.Investment migration agentsA client who asks about a residence or citizenship program is also choosing where to live and what to pay there.Relocation firmsOpen the first conversation with all 100 places ranked on the client's own income, passports and family.Cross-border advisorsBefore the advice comes the table: what each place takes on this income, what leaving costs, how the place is entered.Private banks and family officesWhen a client weighs a move, the banker who brings a written comparison leads the conversation.Wealth managers and financial plannersA client who plans to stop working asks what it takes, and often where it takes the least.Luxury real estate agentsA buyer moving to Dubai, Miami, Monaco or Singapore weighs the tax before the view.Immigration and citizenship lawyersA residence or citizenship file starts with a route and ends with a life under a new tax system.Patrician.ch for FirmsThe widgets, the Dossier and the plans, on 1 page.

Income tax on the published 2026 rules. Social contributions, most deductions and treaties are not modeled. Figures are for a non-US single filer. Wealth tax, an exit and your passports are added when you run the engine on your own numbers. Not advice. Residence rules change often. Verify before acting.

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