Next Generation Partners

Firms To Watch: Private client

Offices of Stephanie A. Jarrett is founded by Stephanie Jarrett who has more than two decades of experience advising high-net worth families on succession planning and asset protection, among other matters.
Fabian Teichmann leads the team at Teichmann International, which is noted for its particular capabilities in white-collar crime mandates.

Private client in Switzerland

Bär & Karrer Ltd.

Bär & Karrer Ltd. continues to prove itself as a leading firm for private clients needing guidance on wealth and succession planning, inheritance disputes, and international tax, among other matters. Described as ‘a force of nature and one of the most eminent private client lawyers in Switzerland’, Tina Wüstemann heads the private client practice with nearly three decades of experience. Leading the team alongside her, Daniel Bader is a tax expert that regularly handles cross-border matters. Daniel Leu is a further standout member of the team, who advises on foundations and trusts, art law, and residency.

Praxisleiter:

Tina Wüstemann; Daniel Bader


Weitere Kernanwälte:

Daniel Leu; Daniel Hochstrasser; Ruth Bloch-Riemer


Referenzen

‘B&K is one of Switzerland’s largest and most prestigious law firms, especially in the private client world.’

‘They are very good at what they do. They have a vast amount of experience and a large array of international cases. They absolutely have the stature and experience to take on any matter.’

‘Tina Wüstemann is a force of nature and one of the most eminent private client lawyers in Switzerland and potentially in the world. She has a huge network and knows everyone and everything. You surely want to have her in your court.’

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Lenz & Staehelin

Hailed as ‘one of the great law firms of Switzerland’, Lenz & Staehelin handles a wide range of matters for private clients such as investment portfolios, distressed assets, estate planning, artwork, and trusts. The team is co-led by Lucien Masmejan and Heini Rüdisühli. With his extensive experience advising on tax-related matters, Daniel Schafer is an excellent source of advice within the team. Further key members of the practice include Mark Barmes, Alexander Greter, and Géraldine Auberson. In particular, Barmes is noted for his expertise assisting both local and international clients with wealth planning.

Praxisleiter:

Lucien Masmejan; Heini Rüdisühli


Weitere Kernanwälte:

Mark Barmes; Géraldine Auberson; Frédéric Neukomm; Alexander Greter; Alexandra Hirt; Daniel Schafer


Referenzen

‘Lenz & Stähelin is one of the great law firms of Switzerland. They have vast resources and knowledge. Their experience and international footprint allow them to handle the most complex and largest of cases. Their private client team is amazing.’

‘The practice has wide-ranging experience in dealing with international private clients and their businesses. The advice given is therefore both commercial and personal, a combination which clients value as it allows for both good governance and decision-making.’

‘Lucien Masmejan is hugely experienced with private clients. He’s both practical and commercial. Géraldine Auberson is highly organised and knowledgeable.’

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Schellenberg Wittmer Ltd

With in-depth experience handling estate and inheritance disputes for high-profile international clients, Schellenberg Wittmer Ltd presents itself as a go-to firm for families needing advice on wealth structuring and preservation. The team is headed by Andrea Dorjee-Good and David Wallace Wilson. Dorjee-Good stands out for her expertise in estate and succession planning, while Wilson often handles inheritance disputes. With decades of experience navigating the private banking landscape, Bernard Vischer is recommended for matters related to corporate and banking regulations. Other key individuals include Guillaume Grisel, who regularly advises on international tax matters, as well as Caroline Lopez Nagai.

Referenzen

‘They have a large team of specialists all with great knowledge.’

‘Andrea Dorjee-Good is a fantastic asset to her clients. She combines her in-depth knowledge of Swiss succession law with strong problem-solving skills, which enables her to find pragmatic solutions in the complex world of cross-border estate planning.’

‘Guillaume Grisel has great depth of cross-border private client knowledge, particularly between the UK and Switzerland. Guillaume has impressive language skills and is always a pleasure to work with.’

Kernmandanten

Rhone Trust


NBK Banque Privée (Suisse) SA


Highlight-Mandate


  • Representing one of several heirs in a very complex cross-border trust and estate dispute involving complex trust structures in various jurisdictions holding a major family-owned business.
  • Representing two heirs in a complex Swiss estate litigation, involving claims against the stepfather and the executor who is challenging substantial lifetime gifts to the clients.
  • Advising a UHNWI with a Swiss background on his global estate planning.

Walder Wyss Ltd.

The ‘extremely knowledgeable team’ at Walder Wyss Ltd. is co-headed by Kinga Weiss and Philippe Pulfer. Weiss has experience advising on a broad range of issues such as anti-money laundering, inheritance law, estate planning, and tax. Praised by clients as ‘the number one private client professional in Switzerland’, Pulfer is a go-to advisor for clients seeking guidance for trusts and foundations. Robert Desax is recommended for wealth planning and offers his services in French, German, and English. Other essential members of the team include Olivier Sigg, Ayesha Curmally, and Fouad Sayegh.

Praxisleiter:

Kinga Weiss; Philippe Pulfer


Weitere Kernanwälte:

Olivier Sigg; Robert Desax; Fouad Sayegh; Philippe Kohler; Ayesha Curmally


Referenzen

‘My experience of Walder Wyss is that it’s truly world-class, with a very international outlook. The quality of their work is second to none.’

‘Philippe Pulfer is the number one private client professional in Switzerland. He’s impeccable in all aspects.’

‘They have an extremely knowledgeable team.’

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Baker McKenzie Switzerland AG

Baker McKenzie Switzerland AG excels at advising on cross-border wealth management matters for private individuals, families, trust companies, and investment advisors, among others. The firm is also particularly skilled at handling various international taxation matters across numerous jurisdictions, including the UK and the US. The team’s experience ranges from asset-disclosure regulations and inheritance tax to investigations and audits. The team is co-led by Marnin Michaels, Lyubomir Georgiev, and Elliott Murray. Other standout members of the team include Gregory Walsh who regularly advises on tax compliance matters.

Praxisleiter:

Marnin Michaels; Lyubomir Georgiev; Elliott Murray


Weitere Kernanwälte:

Gregory Walsh; Jacopo Crivellaro


Referenzen

‘Marnin Michaels and Lyubomir Georgiev are two outstanding individuals. They are client-minded, solution-oriented and responsive, with expertise in cross-border wealth and estate planning for the US and UK.’

‘Baker McKenzie has been outstanding in providing first class advice in complicated cross border tax transactions. In particular, Baker McKenzie has proven to be excellent in explaining complicated tax matters.’

‘The team’s level of service is outstanding! Marnin Michael’s has a unique way of strategic thinking that benefits every even most complicated case.’

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Charles Russell Speechlys AG

With its ‘deep expertise in cross-border planning’, the private client team at Charles Russell Speechlys AG is well-placed to advise on private wealth disputes, immigration, property acquisition, tax, and wealth structuring. The firm houses a diverse client portfolio that includes individuals, wealth managers, trustees, and beneficiaries in Switzerland and the UK as well as other jurisdictions. The team is co-headed by Michael Wells-Greco and Mark Summers. With his experience assisting with the estates of high-net worth clients, Grégoire Uldry is another prominent individual within the team.

Praxisleiter:

Michael Wells-Greco; Mark Summers


Weitere Kernanwälte:

Dharshi Wijetunga; Grégoire Uldry; Sirin Yüce


Referenzen

‘The team consists of highly proficient lawyers with a deep expertise in cross-border planning. They are able to craft practical solutions for the client’s needs.’

‘The team is highly responsive and has proven cross-border experience. The team works collaboratively across practice areas and jurisdictions.’

‘Michael Wells-Greco has encyclopedic knowledge of cross-border family and succession matters. He is the go-to lawyer for Anglo-Swiss private client matters.’

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CMS von Erlach Partners Ltd.

The private client team at CMS von Erlach Partners Ltd. focusses on domestic and international estate planning and litigation, and regularly caters to high-net worth individuals, families, and banks. Co-leading the team is Tobias Somary, who has extensive experience advising on prenuptial agreements, trusts, and succession planning. Pierre Ducret heads the team alongside him and is particularly skilled at navigating litigation with a cross-border element. Considered ‘a go-to practitioner for complex inheritance matters’, Louise Lutz Sciamanna also comes highly recommended.

Praxisleiter:

Tobias Somary; Pierre Ducret


Weitere Kernanwälte:

Louise Lutz Sciamanna; David Hürlimann; Tanja Schaub; Sarah Busca Bonvin


Referenzen

‘Tobias Somary certainly stands out with his experience. He is a very good solution-oriented lawyer.’

‘Tobias Somary in Zurich is a first-rate cross-border practitioner with excellent technical abilities and a bedside manner to match.’

‘They have a great team with excellent experts.’

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Fischer Ramp Buchmann

Fischer Ramp Buchmann is a boutique private client firm that is home to ‘tax experts of outstanding quality’ who regularly assist with complex cross-border matters. Founding partners Michael Fischer and Samuel Ramp both have considerable experience advising national and international clients. Their combined expertise includes tax planning and litigation, wealth structuring, and real estate matters across various jurisdictions. Marc Buchmann and Manuel Frei are also noted for their work on some of the firm’s most complex cases.

Praxisleiter:

Michael Fischer; Samuel Ramp; Marc Buchmann


Weitere Kernanwälte:

Manuel Frei; Tendon Dahortsang


Referenzen

‘The practice has a team of lawyers and tax experts of outstanding quality.’

‘Michael Fischer is very knowledgeable in Swiss tax law applicable to private clients. He is easy to reach and can think out of the box.’

‘Michael Fischer, Samuel Ramp and Marc Buchmann are outstanding and great to work with. They excel in complex cross-border matters including both legal and tax aspects.’

Highlight-Mandate


  • Advising an UHNW entrepreneur couple on their relocation from UK to Switzerland and on cross-border tax structuring related to their trust.
  • Advising two UHNW entrepreneurs active in high frequency trading on restructuring their fund business as well as their relocation to Switzerland.
  • Advising two UHNW entrepreneurs on cross-border wealth and tax structuring matters.

Homburger

Homburger draws from specialists across the firm to offer comprehensive advice to its private clients regarding matters relating to tax, dispute resolution, real estate, and financing. With its ‘extensive knowledge of international law’, the team regularly navigates cross-border mandates between multiple jurisdictions across Europe. Leading the team, Claudia Suter has in-depth experience advising on estate planning and tax structuring. Gabrielle Nater-Bass is another outstanding individual that frequently handles international trust and estate litigation. Tobias Kaufmann and Anja Korradi are also noted.

Praxisleiter:

Claudia Suter


Weitere Kernanwälte:

Tobias Kaufmann; Anja Korradi; Gabrielle Nater-Bass; Harold Grüninger; Stefanie Pfisterer


Referenzen

‘The partners and associates are remarkable. They have consistently demonstrated outstanding qualities such as innovation, teamwork, and an unyielding drive to achieve results.’

‘The team has extensive knowledge on international law. They are fast, responsive, and detail oriented.’

‘Gabrielle Nater-Bass always follows up with the developments and available whenever needed. She is quick to act and has excellent communication skills.’ 

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MLL Legal

With Patricia Guerra and Serge Calame leading the team, MLL Legal continues to be a go-to firm for private clients needing advice on relocation, real estate acquisitions, inheritance disputes, and tax planning. Maud Udry-Alhanko specialises in family law and often handles cross-border divorce and estate matters. Julien Tron is another exceptional member of the team with experience in wealth planning. Catherine Kavadze is also noted for her experience advising high-net worth individuals on various matters.

Praxisleiter:

Patricia Guerra; Serge Calame


Weitere Kernanwälte:

Dmitry Pentsov; Julie Wynne; Bernard Lachenal; Julien Tron; Maud Udry-Alhanko; Catherine Kavadze


Referenzen

‘The private client team at MLL offers one-stop shop service for all needs with wide-ranging expertise. They have a dynamic team approach to effectively handle complex international matters.’

‘Julien Tron is extremely responsive, technical, and empathetic. He’s a go-to lawyer in Geneva.’

‘Serge Calame, Julien Tron and Maud Udry-Alhanko operate as a seamless team. They provide expert advice and support whilst being extremely personable. They have excellent language skills.’

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Niederer Kraft Frey AG

As a full-service law firm, Niederer Kraft Frey AG advises its private clients on the full spectrum of matters, including investments, estate planning, relocation, divorce, and inheritance law. The team is headed by Catherine Grun Meyer, who has an expertise in succession planning of family businesses. Leading the team alongside her, Thomas Graf is recommended for tax matters within the sports industry. Daniel Antognini and Thomas Hochstrasser are also notable members of the team.

Praxisleiter:

Catherine Grun Meyer; Thomas Graf


Weitere Kernanwälte:

Michaela Zehnder; Daniel Antognini; Thomas Hochstrasser; Mirjam Vögeli


Referenzen

‘The team has extremely experienced lawyers.’

‘They are very responsive and strong on the technical side. They’re a pleasure to work with.’

‘Catherine Grun and Thomas Graf are very experienced on cross-border matters and a pleasure to work with.’

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Pestalozzi

The team at Pestalozzi is co-led by Oliver Widmer, Thomas Rohner, and Christophe Emonet. Widmer regularly advises financial institutions and wealth managers on matters relating to banking and capital markets. Rohener is recommended for litigation arising from inheritance disputes, trusts, and estate law. Emonet is skilled at navigating international investigations; he specialises in financial fraud cases and other white-collar crime matters. Jonas Sigrist is another key individual who is an expert at handling domestic and cross-border tax matters.

Praxisleiter:

Oliver Widmer; Thomas Rohner; Christophe Emonet


Weitere Kernanwälte:

Jonas Sigrist; Michael Lips


Referenzen

‘They are quick and well-organised. The team is very good for all Swiss tax topics.’

‘Jonas Sigrist is very good for all direct and indirect tax issues.’

‘I am very happy with the Pestalozzi team. I have had good experiences with them, especially with the tax team. Their availability, communication, and follow-up are excellent.’

Kernmandanten

Bank IHAG


Bank Maerki Baumann


Bank Reichmuth


Bank Rothschild


Bank Vontobel


Banque Cantonale de Genève


CERN, European Organization for Nuclear Research


Cofra Holding AG


Credit Agricole


Deutsche Bank Private Banking


Fahad Al-Rajaan


Fleming Family & Partners (Suisse) AG


Hauck und Auhäuser


Maerki Baumann & CO


Marcuard


Merrill Lynch Trust Services


Private Clients Partner


Société Générale


Stonehage (Zürich) AG


Zulauf Family


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Bratschi Ltd

Bratschi Ltd offers tax and general legal advice to private businesses and private banking. Hailed for its ‘great experience in international taxation and estate planning’, the team also regularly advises on financial regulations, inheritance law, succession planning, and relocation. Ingmar JM Snijders heads the team with more than two decades of experience.

Praxisleiter:

Ingmar JM Snijders


Weitere Kernanwälte:

Michael Suter; Roland Böhi


Referenzen

‘The team has great experience in international taxation and estate planning.’

‘Ingmar Snijders is professional and is always willing to look for a solution. He’s one of a kind, and it’s always great to work with him.’

‘The team are always ready to assist. They are friendly, creative and professional.’

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FBT Attorneys-at-Law

In addition to advising high-net worth individuals and families, FBT Attorneys-at-Law caters to a broad range of clients, including trustees, banking institutions, asset managers, and charitable foundations. The team has experience advising on inheritance disputes, private banking, and international successions, among other matters. Jean-Luc Bochatay is a tax expert who frequently handles cross-border matters. Located in Paris, Pascale Cano focusses on estate planning and other family-related mandates.

Praxisleiter:

Jean-Luc Bochatay; Pascal Cano


Weitere Kernanwälte:

Frederique Bensahel; Michel Abt


Referenzen

‘The FBT are reliable and competent. They react quickly and efficiently to all our questions and requests.’

‘Jean-Luc Bochatay and his colleagues give very good advice in timely and professional manner.’

Highlight-Mandate


  • Advised on a complex and high-stake cross-border tax and estate planning matter.
  • Advised on the transmission of assets to the heirs of several marriages domiciled in different countries.
  • Advised a founder and principal shareholder on the sale of a company active in the new digital economy.

Staiger Attorneys at Law Ltd

Located in Zurich, Staiger Attorneys at Law Ltd is sought after for its expertise in inheritance and estate planning. Spearheaded by Georgia Fotiou and Andreas Von Erlach, the team regularly advises on trust and foundation law, succession planning, tax matters, and relocation. Fotiou is particularly skilled at advising private clients from South Africa, while Von Erlach is recommended for his experience handling matters for family-owned businesses. Michael Hamm is another integral part of the team.

Praxisleiter:

Georgia Fotiou; Andreas von Erlach


Weitere Kernanwälte:

Michael Hamm


Referenzen

‘Staiger attorneys is a modern company with experienced experts in the legal field. ‘

‘The level of professionalism, dedication to law, and the outstanding team makes Staiger a leader in the field. The team consists of skilled, competent, and capable law experts.’

‘Georgia Fotiou is a top specialist in her field and an outstanding attorney.’

Kernmandanten

Nesinco Group Ltd.


Andritz Soutec Ltd.


L.A.M. Les Arts Mécaniques SA


New Energy Horizons Ltd.


Private Capital Partners Ltd.


Hegeler Carus Foundation


Highlight-Mandate


  • Representing a family trust as international lead counsel in global restructuring of Les Arts Mécaniques.
  • Advising an UHNW family on family governance and the structuring their business affairs.

Wenger Vieli Ltd

Spearheaded by Bruno Bächli and Michael Huber, the private client team at Wenger Vieli Ltd handles a broad range of matters, including tax and estate planning, execution of wills, and inheritance contracts. The team is also skilled at litigation arising out of disputes of succession and divisions of the estate. Dominik Bürgy and Joël Doswald are noted for their experience advising on cross-border tax structuring.

Referenzen

‘They are efficient and precise in their analysis.’

‘Michael Huber and his team are always reachable.’

‘The team stands out for the quality of its work as well as its reliability.’

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Kellerhals Carrard

Ingrid Iselin and Annette Spycher co-head the private client team at Kellerhals Carrard. Spycher is skilled at navigating complex cross-border family-related matters, and frequently advises on divorce proceedings, prenuptial agreements, and inheritance law. Iselin has more than two decades of experience advising on estate planning, international relocation, and trust litigation. Frédérique Flournoy and Jean-Christophe Hocke are also seasoned members of the team.

Praxisleiter:

Ingrid Iselin; Annette Spycher


Weitere Kernanwälte:

Frédérique Flournoy; Jean-Christophe Hocke


Referenzen

‘Annette Spycher is extremely competent. Her ability to think strategically and take a proactive approach is most impressive.’

‘Annette was a pleasure to work with. She provided excellent and timely advice. I would not hesitate to recommend her to anyone needing advice in Switzerland.’

‘The team is extremely responsive and knowledgeable.’

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LALIVE

The private client practice at LALIVE stands out for the ‘exceptional abilities of its individual team members’. The team has extensive experience handling domestic and international litigation. Leading the group are Werner Jahnel, Alexander Troller, and Sandrine Giroud. Their combined expertise includes advising on art law, asset recovery, inheritance and trust disputes, and the freezing of assets. Simone Nadelhofer joined Schellenberg Wittmer Ltd in September 2024.

Praxisleiter:

Werner Jahnel; Alexander Troller; Sandrine Giroud


Referenzen

‘They stand out for their efficiency, responsiveness, and competence. They have a very useful network of specialists.’

‘Alexander Troller has an intimate knowledge of financial services. He is equally at ease in multi-jurisdictional matters of wealth planning and litigation areas. He’s definitely a go-to adviser.’

‘The prowess of this law firm lies in the exceptional abilities of its individual team members. Each lawyer brings a unique set of skills and a deep reservoir of legal knowledge to the table. Their expertise covers a broad spectrum of practice areas, allowing them to offer tailored solutions for even the most intricate legal matters.’

Highlight-Mandate


  • Representing a UHNWI and related entities in a large art fraud case.
  • Advising a HNWI domiciled in Switzerland in relation to inheritance and asset structuring issues.
  • Advising an heiress in a complex cross-border litigious succession over real estate and other assets located in Switzerland, Europe and North Africa.

Loyens & Loeff

Loyens & Loeff possesses expertise in international taxation, including matters relating to tax litigation, indirect taxes, and tax regulations. In addition to this, the team regularly assists its clients with a variety of mandates such as immigration, wills and prenuptial agreements, and business succession. With his ‘thorough knowledge of the tax system’, Beat Baumgartner heads the team and is well-placed to advise investment managers, family offices, and high-net worth individuals.

Praxisleiter:

Beat Baumgartner


Referenzen

‘Beat Baumgartner’s team is experienced and highly regarded in Swiss and international tax matters.’

‘Beat Baumgartner has a thorough knowledge of the tax system and is outstanding on a technical level. He is proficient at resolving complex legal cases while remaining clear and getting to the point. He is a pleasant person to work with.’

‘The team stands out for its knowledge and the quality of advisory services provided. They have a very stable team with strong leaders who are very well known and respected within their industry.’

Highlight-Mandate


  • Assisted a Brazilian resident UHNWI on their relocation to Switzerland.
  • Assisted a Dutch resident UHNWI on their relocation to Switzerland.
  • Assisted a Belgian resident UHNWI on the tax efficient relocation to Switzerland.

MME Legal | Tax | Compliance

MME Legal | Tax | Compliance frequently advises high-profile clients and family businesses on a variety of issues such as succession, wealth planning, taxation, and matters relating to matrimonial law. The team consists of highly experienced individuals that include Balz Hoesly, Christoph Nater, Alexandra Geiger, Christoph Rechsteiner, and Walter Frei. In particular, Hoesly is noted for his expertise in handling international inheritance matters.

Praxisleiter:

Balz Hoesly; Christoph Nater; Alexandra Geiger; Christoph Rechsteiner; Walter Frei


Kernmandanten

Private Bank Rahn+Bodmer Co.


Stiftung Diakoniewerk Neumünster – Schweizerische Pflegerinnenschule


Foundation Frieda Locher-Hofmann


Swiss Federal Office of Justice


OFS Ombud Finance Switzerland


Highlight-Mandate


  • Advised several customers of the oldest private bank in Zürich, Rahn+Bodmer Co., on private wealth, economic and real estate matters and their international estate planning.
  • Advised on all regulatory and legal matters of the Frieda Locher Hofmann Foundation, which provides funds for medical projects supporting elderly and mentally handicapped people.
  • Assisted with the estate planning of for a former UHNWI as well as the execution of the estate, which is regulated by several contracts of succession and the will.

Wenger Plattner

In addition to offering comprehensive tax advice, Wenger Plattner also has extensive experience drafting deeds of inheritance, wills, and estate distributions. Filippo Th. Beck is at the forefront of the private client practice, and focusses on law relating to banking and financial markets. Praised as ‘a very knowledgeable and experienced professional’, Roland Bachmann is recommended for matters relating to employment law and work permits.

Praxisleiter:

Filippo Th. Beck


Weitere Kernanwälte:

Daniel Gabrieli; Roland Bachmann


Referenzen

‘Roland Bachmann is a very knowledgeable and experienced professional. He’s a great listener and always available for discussions. His conflict management and negotiation skills are outstanding.’

‘Wenger Plattner is good at assisting clients with the administration of estates in Switzerland, especially when there is a cross-border element involved.’

‘Daniel Gabrieli is very approachable. He has an excellent knowledge of private client matters, which include cross-border estates, and he works efficiently regarding the administration of the estate.’

Kernmandanten

Bosniaken Institut; Stiftung Adil Zulfikarpasic


Highlight-Mandate


  • Represented Bosniaken Institut, Stiftung Adil Zulfikarpasic in a CHF 15 million inheritance dispute over the inheritance of the late Adil Zulfikarpasic, a Bosnian politician.