Private Client - your specialist team in estate, succession and tax matters

Private Client

For more than 50 years we have been providing personal and high-quality advice to private individuals, families and business owners in all their diverse circumstances.

Domestic and International Advice on Inheritance Law

We can assist you with domestic and international inheritance, estate and tax planning. We will show you the legal regulations, analyse your individual situation and advise you on the tax-optimised drafting of wills and inheritance contracts as well as on donations and other lifetime gifts.

Company Succession

We can assist you with succession planning in your company that is both internal within your family as well as outside of it. We can advise you on the appropriate tax-optimised corporate structure, draft the necessary contracts with family members or third parties (inheritance contract, shareholders' agreement, management buy-in or management buy-out, family governance) and advise you on financing.

Estate Administration, Execution of Wills and Litigation

If you wish, we can handle your entire estate administration and act as executors or court-appointed heirs' representatives. We can represent you in all inheritance law proceedings before courts and authorities so that you can obtain your inheritance in the event of a dispute.

Trusts, Foundations and Family Offices

The long-term protection of your assets is a central concern for us. We can offer support to you in the establishment and administration of trusts, family foundations, international companies and holdings, private investment companies and funds or the establishment of your own family office. We also represent you in trust, foundation and corporate litigation and arbitration proceedings before all courts and authorities. In international cases, we can draw on our excellent and trusted network of foreign specialists or work together with your own foreign consultants.

Marital Property and Divorce Planning

In order to protect your assets in the event of divorce, we can advise you on the choice of the appropriate marital property regime (joint ownership of acquired property, joint property, separation of property) as well as on the conclusion of marriage contracts.

Registered Partnership

We can support you in drawing up an asset contract, registering your partnership and securing your partner's inheritance rights.

Cohabitation and LGBTQ

If you live unmarried with a partner of the same or different sex, we can inform you about the legal consequences and draw up individual regulations for you, tailored to the individual case. This includes, for example, cohabitation agreements and regulations in case of illness or death of a partner.

Child and Adult Protection Law

In order to maintain your self-determination in the event of incapacity and medical measures, we can advise you on the drafting of protective orders and living wills. On request, we can also act as protective officers. We can also help you to protect your underage children.

Philanthropy

We provide support in realizing philanthropic and charitable projects. Together we will find the appropriate structure (foundation, association, non-profit company), advise you on the necessary governance and, if possible, ensure tax exemption.

Taking Up Residence in Switzerland

Would you like to take up residence in Switzerland? We will help you to obtain the necessary residence and work permits, assess your tax situation and optimise it (including taxation according to expenditure) and support you in the acquisition of real estate.

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