One advisory desk coordinating residency, taxation, banking, property, and family integration across Italy and Switzerland — from initial strategy through post-move compliance.
Request a Confidential BriefingOver 6,500 high-net-worth individuals relocate to Italy and Switzerland each year. Most navigate it through a patchwork of advisors across two legal systems. Montavia delivers it from one desk.
Montavia Relocation is the private advisory for internationally mobile individuals and families establishing residence in Italy or Switzerland. We manage every phase — tax structuring, residency permits, property, construction oversight, banking, education, and post-move compliance — through a closed network of vetted specialists built over 25 years on the ground. Every step documented. Every milestone accountable. One point of contact.
Entrepreneurs post-exit seeking tax-efficient European residency with lifestyle integration
Relocating principals and key personnel with multi-jurisdictional structuring requirements
Individuals entering Italy's €300K flat-tax regime or Swiss Pauschalbesteuerung
Americans establishing European residency and UK non-doms seeking post-Brexit alternatives
UAE, Saudi, and Qatari families seeking European education, property, and lifestyle access
Senior executives and skilled professionals qualifying for Italy's Impatriati 50% income exemption
From initial assessment to full integration — every step is mapped, measured, and executed.
Strategic Relocation to Italy
Art. 24-bis TUIR — The regime applies to individuals who have not been Italian tax residents for at least 9 of the prior 10 years. Italian-source income remains subject to standard rates.
Northern Italy Milan · Como · Lago Maggiore · Südtirol · Florence · Tuscany
Southern Italy Rome · Amalfi · Puglia · Sardinia · Sicily
Structured Residency in Switzerland
Key cantons Ticino · Zug · Schwyz · Zurich · Geneva · Vaud · St. Moritz
Every detail planned, every phase managed — from sourcing to completion.
Pre-move modelling across both fiscal regimes. Italy flat-tax structuring. Swiss lump-sum coordination. Treaty optimisation under the CH–IT double taxation agreement. Succession planning bridging cantonal and Italian inheritance frameworks.
Full permit management — Swiss B and C permits, Italian investor visas, and precise residency timing. Working alongside Chambers-ranked immigration counsel to avoid dual-year complications and exit-tax exposure.
Pre-screened introductions to leading Swiss private banks — Lombard Odier, Julius Baer, Pictet, EFG. Account structuring, KYC acceleration, asset transfer coordination, and mortgage facilitation in both jurisdictions.
Off-market property sourcing, due diligence coordination, Lex Koller compliance for Swiss purchases. Full renovation oversight through trusted construction partners — Northern and Southern Italy, plus key Swiss locations.
International school placement and application management. Private healthcare registration. Household staffing — from au pairs to estate managers. Club memberships, cultural introductions, and the networks that matter.
Single point of accountability across every specialist. Municipal navigation through direct relationships with local authorities and retired officials. Ongoing compliance, annual renewals, and administrative oversight under strict confidentiality.
Not a Swiss firm with an Italian afterthought. Not an Italian firm pretending to understand cantonal tax law. Equal expertise in both — because the corridor demands it.
Attorneys, accountants, municipal officials, construction partners, private bankers — built over two decades across Italy and Switzerland. When we call, things happen immediately.
Direct relationships with local authorities and retired officials who navigate municipal processes with precision. Compliance without friction. Registration without delay.
Trusted construction and renovation partners across all Italian regions. We don't just find your property — we oversee its transformation with on-the-ground project management.
One dedicated advisor coordinates ten specialists. Tax counsel, immigration lawyers, bankers, property agents, schools — orchestrated through a single, accountable point of contact.
Every conversation, every document, every negotiation — conducted natively in your language and the language of the jurisdiction. Nothing is lost in translation.
Founder, Montavia Relocation
Luke has operated at the intersection of Switzerland, Italy, and Germany for over 25 years — building one of Europe's most extensive private networks across municipal authorities, property developers, tax advisors, and immigration counsel in the Alpine corridor.
Before founding Montavia, Luke built Lukevent AG into a leading boutique event consultancy serving discerning international clients. That same network — and the same commitment to institutional-grade execution under strict confidentiality — now powers every Montavia relocation.
All worldwide income covered under a single annual flat-tax payment. Family residency secured. Children enrolled. Property renovated and occupied within six months of first briefing.
3–5 Days On the Ground · From €10,000
A structured due-diligence immersion for families exploring life in Italy or Switzerland. Not a tour — a framework for making an informed decision, delivered with the people who will execute your relocation.
Whether you are considering Italy's €300,000 flat-tax regime for foreign income, Switzerland's lump-sum taxation (Pauschalbesteuerung), or an Italian investor visa from €250,000, the structuring decisions made before your move define everything that follows — from inheritance exposure to banking access to your children's school placement.
Montavia advises principals relocating from the United States, United Kingdom, UAE, and across Europe. Our mandates span Milan, Lake Como, Florence, Lugano, Zug, Zurich, and Geneva — wherever the Alpine residency corridor meets your family's needs. We coordinate tax advisors, immigration counsel, Swiss private bankers, and property specialists under one confidential mandate.
We also prepare a private 2026 Relocation Strategy Briefing — a jurisdiction-by-jurisdiction comparison covering Italy's flat-tax regime, Swiss lump-sum structures, property restrictions, banking timelines, and family integration pathways. Available on request during your confidential consultation.
A 30-minute strategic consultation covering Italy vs Switzerland tax positioning, residency pathway analysis, and banking and property considerations. Montavia accepts a limited number of relocation mandates per year to maintain discretion and execution quality.
Thank you. A member of our advisory team will respond within 24 hours.
Montavia Relocation — a venture of Lukevent AG
Lukevent AG | HRA: CHE-169.709.416 Kanton Zug
Rothusstrasse 21
CH — 6331 Hünenberg
Switzerland
Tel: +41 41 784 10 70
Fax: +41 41 784 10 71
E-Mail: info@montaviarelocation.com
Managing Director: Luke Espir
Place of Jurisdiction: Kanton Zug, Switzerland
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Lukevent AG (operating as Montavia Relocation)
Rothusstrasse 21, CH — 6331 Hünenberg, Switzerland
E-Mail: info@montaviarelocation.com
Tel: +41 41 784 10 70
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These terms govern your use of the Montavia Relocation website (montaviarelocation.com), operated by Lukevent AG, Rothusstrasse 21, CH — 6331 Hünenberg, Switzerland.
Montavia Relocation provides advisory and coordination services for internationally mobile individuals and families establishing residence in Italy or Switzerland. We coordinate with licensed professionals in each jurisdiction — we do not provide legal, tax, or immigration advice directly.
The content of this website is for informational purposes only and does not constitute legal, tax, financial, or immigration advice. All advisory services are delivered through our vetted network of licensed professionals in each jurisdiction.
All consultations and client engagements are conducted under strict confidentiality. We do not disclose client information to third parties except as required to deliver our services or as required by law.
All content, design, graphics, and text on this website are the intellectual property of Lukevent AG and are protected by applicable copyright laws. Reproduction or redistribution without prior written consent is prohibited.
Lukevent AG accepts no liability for the accuracy, completeness, or currentness of information provided on this website. Liability for damages arising from the use or non-use of information on this website is excluded to the extent permitted by law.
These terms are governed by Swiss law. The exclusive place of jurisdiction is Zug, Switzerland.
We reserve the right to amend these terms at any time. Continued use of this website constitutes acceptance of any changes. Last updated: March 2026.