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Schellenberg Wittmer in the News

Pietro Sansonetti and David Wallace Wilson Interviewed by Bilan on Tax Optimization and Trusts

24.01.2018 – Partners Pietro Sansonetti (taxation) and David Wallace Wilson (private clients) were interviewed by the leading Swiss French Speaking Economic magazine Bilan for the article "Les outils pour optimiser sa fiscalité" on tax optimization options available to individuals and companies.

Pietro and David's commentary (published in the Patrimoine section) highlights the advantages of settling a trust to manage assets, analyses its risks and identifies other strategies to reduce taxes.
David W. Wilson specifically discusses trusts and its benefits to individuals holding more than CHF 10 million worth of assets with Pietro Sansonetti providing commentary on the lump-sum agreement or "forfait" as the best option for foreigners residing in Switzerland.