Patrician.ch for Firms · Wealth managers and financial planners

How much is enough, and where.

A client who plans to stop working asks what it takes, and often where it takes the least. Patrician.ch for Firms puts the FIRE calculator for 100 places on your own site, under your name, and sends you the client's number.

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 12 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 an early retirement, or a retirement abroad, arrives with 1 question: how much capital is enough. The answer moves with the place where the year is lived and with what that place takes on the gains each withdrawal sells.

The FIRE calculator shows that number in all 100 places on the visitor's own spending, withdrawal rate and saving, with the years to it. The engine and the Dossier then take the same client on to income tax, what leaving costs, the route in, schools and safety.

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 FIRE calculatorA visitor enters what a year costs and where those prices hold, and sees the capital it takes in each of the 100 places, after the local tax on the gains, with the years to it at their saving. On the Firm plan your button sends you their number.

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

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

All 12 widgets (the engine, the globe, the board, the passport ladder, the FIRE calculator, 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 7 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	A $150K New York year, there	The FIRE number at 4%
New York	$150K	$4.63M
Lisbon	$86K	$2.50M
Cascais	$103K	$2.99M
Valletta	$92K	$2.29M
Dubai	$103K	$2.57M
Bali	$56K	$1.68M

A year that costs $150K at New York prices, priced at each place's cost index (a Patrician.ch editorial index, Zurich = 100), a 4% withdrawal rate, half of each sale counted as gain and taxed at the place's rate on a resident's listed securities. Wealth tax is not in the number. Computed on the Patrician.ch 2026 model, current to October 2026. The FIRE calculator runs any year and any base.

Plans

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

The trial includes all 12 widgets and 3 Dossiers, and no card is taken. The Advisor plan ($190 a month) includes 5 reports a month and the 7 calculators, co-branded. The Firm plan ($490 a month) includes 20 reports a month, all 12 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 the FIRE number advice on how to invest?

No. It is arithmetic on published tax rates, an editorial cost index and the settings the visitor chooses.

It says nothing about what to hold or how to withdraw, and what you advise around it is your own.

Can the widget open on figures our visitors recognize?

Yes.

The code takes the year's spending, the place whose prices it is in, the withdrawal rate, the saving and up to 8 places to show first.

Who sees what a visitor enters?

Your firm, once the visitor presses your button and sends it.

The widget sets no cookies, and Patrician.ch delivers the lead to your inbox and uses it for nothing else.

What does it cost?

The trial is free for 14 days, with all 12 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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