Private Clients, Trusts & Estates, Foundations

Experience & Expertise

• Estate Planning: We offer estate planning advice aimed at wealth preservation, the continuity of family businesses and smooth successions. Our services range from drafting wills, matrimonial agreements and succession pacts to setting up asset-holding structures and providing family office services. We also act as executors of estates. Strategic Tax Planning: We provide comprehensive tax advice in a global context. 
• Trusts, Foundations and (On- and Offshore) Companies: We advise on the most efficient structure in an appropriate jurisdiction. We provide complete service, including establishing the structure and providing regular maintenance support, in partnership with the best external service providers and local advisers. 
• Expert Advice on Swiss and International Inheritance Law: We offer legal advice and expert opinions on all matters of Swiss and international inheritance law and on conflict of laws. 
• Trust and Estate Litigation: We represent clients in all types of litigation relating to wills, trusts, estates and matrimonial agreements. 
• Residency Planning and Immigration Advice: We counsel clients contemplating a change of residence. This may involve handling pre-immigration restructuring, negotiating tax rulings and assessing real estate holding structures. 
• Compliance and Regulatory Advice: We advise individual clients and financial institutions on various compliance issues under Swiss and foreign laws and regulations, such as the know-your-customer (KYC) rules under various anti-money laundering laws or the US “Qualified Intermediary” Agreements. 
• Ancillary Services: We advise and assist our clients in their banking relationships and in the acquisition or sale of unique assets such as works of art, private jets, yachts and real estate located in various jurisdictions.