Next Generation Partners

Firms To Watch: Private client

Fabian Teichmann leads the team at Teichmann International, which is noted for its capabilities in white-collar crime mandates.

Private client in Switzerland

Bär & Karrer Ltd.

A ‘first rate’ firm for private clients, Bär & Karrer Ltd. has a deep bench of specialists advising UHNWIs, entrepreneurs and their estates on both complex cross-border trust and inheritance disputes. Praised as ‘one of the top trusts and estates litigators in Switzerland’, Tina Wüstemann co-heads the team with Daniel Leu , who was appointed to co-head in January 2024 and consistently leads on the wealth management of high-value global estates. Daniel Bader is renowned for succession planning and Ruth Bloch-Riemer stands out for her deep understanding of Swiss taxation on trusts. Aurélie Conrad Hari  is also noted.

Praxisleiter:

Tina Wüstemann; Daniel Leu


Weitere Kernanwälte:

Daniel Bader; Ruth Bloch-Riemer; Aurelie Conrad Hari; Hanna Brozzo; Christina Rüdisühli


Referenzen

‘I have worked with their team for years. They have an unmatched depth in their bench of talented and experienced lawyers. They have a tremendous work ethic. They are also very practical.’

‘The individuals I work with most frequently are Tina Wuestemann, Daniel Bader, Ruth Block, Daniel Leu and Aurelie Conrad. They are bright, perceptive and easy to work with.’

‘Really good on tax and with deep knowledge of family disputes over wealth. I have worked with Ruth Bloch-Riemer and Tina Wuestemann as well as Daniel Bader’

Highlight-Mandate


  • Representing family office of UHNW banking family in inheritance dispute in connection with USD 1.5 bn estate
  • Representing heir in inheritance litigation regarding USD 2 bn global estate
  • Advising two of four heirs of a UHNW Swiss National Monaco resident as international lead counsel on a multi-billion cross border estate and trust matter

Lenz & Staehelin

Lenz & Staehelin has a strong track record for advising on a broad variety of matters encompassing wealth and estate planning, re-domiciliation, inheritance law and estate disputes. The firm is particularly commended for its proficiency in managing complex tax risk for UHNWIs. Lucien Masmejan, known for his technical expertise, and the ‘brilliant’ Heini Rüdisühli, lead the team. Other standout members include tax expert Daniel Schafer, Jean-Blaise EckertAlexander Greter and Nathalie Vetsch-Cevallos. Alexandra Hirt  is also a ‘go to’.

Praxisleiter:

Lucien Masmejan; Heini Rüdisühli


Weitere Kernanwälte:

Daniel Schafer; Jean-Blaise Eckert; Alexander Greter; Alexandra Hirt; Nathalie Vetsch-Cevallos; Geraldine Auberson


Referenzen

‘Daniel Schafer is the best tax lawyer I have found in Switzerland. He uses his experience in a practical way and is able to translate this into broader areas of advice, including estate planning and philanthropy.’

‘Very experienced and “wise” in terms of international estate planning, with both a Swiss and global outlook. Strong commercial insight to sit alongside the long-term view.’

‘Very strong partners. Heini Rüdisühli and Alexandra Hirt are brilliant regarding Swiss and international tax law with regard to all issues of importance for Private Clients; all issues have been resolvent in a very effective and competent manner.’

Highlight-Mandate


Schellenberg Wittmer Ltd

Highly reputed for its private wealth disputes practice, Schellenberg Wittmer Ltd demonstrates considerable experience in inheritance and succession disputes. The team has ‘well rounded knowledge’ of foreign jurisdictional matters of trust law. Private banking is another key area of focus for the firm, handling the purchase and sale of assets from aircrafts to art collections. Co-head Andrea Dorjee-Good is an ‘outstanding’ wealth and estate planner while David Wallace Wilson  is hailed as a ‘central figure’ in Swiss trusts. Guillaume Grisel is also recommended for his comprehensive advice on trust assets for international clients, including executives and art collectors.

Praxisleiter:

Andrea Dorjee-Good; David Wallace Wilson


Weitere Kernanwälte:

Guillaume Grisel; Grégoire Wuest; Bernard Vischer; Caroline López Nagai; Livio Kaspar; Fabianne de Vos Burchart; Luc Thévenoz


Referenzen

‘Experience in structuring complicated structures for private clients combining Dutch Foundation, Cayman mutual fund, Bahamas foundation and Bahamas Trust. ’

‘Andrea Dorjee-Good: Outstanding female lawyer with impressive ability of analytical thinking and ability to work in a team, well-organized Livio Kaspar: young lawyer with scientific skills, very responsive and cooperative;’

‘Guillaume Grisel – I simply would not use anyone else. His attention to detail is impeccable. ’

Kernmandanten

Rhone Trust & Fiduciary Services SA


NBK Banque Privée (Suisse) SA


Rhone Trustees (Switzerland) SA


Highlight-Mandate


  • Advising one of the largest providers of fiduciary services on securing its authorisation to operate as trustee in Switzerland.

Walder Wyss Ltd.

Walder Wyss Ltd.’s private client practice is equally strong on both the contentious and non-contentious side. The team covers complex cross-border matters, spanning inheritance, wealth protection, estate planning and tax.  Co-headed by Kinga Weiss in Zurich and Philippe Pulfer in Geneva, the firm stands out for its tax-focused approach. Pulfer is distinguished for being among the most ‘respected private client professionals in Switzerland’. Robert Desax stands out for his deep understanding of double tax treaties across jurisdictions. Olivier Sigg, Ayesha Curmally and Fouad Sayegh  are also noted.

Praxisleiter:

Kinga Weiss; Philippe Pulfer


Weitere Kernanwälte:

Robert Desax; Olivier Sigg; Ayesha Curmally; Fouad Sayegh


Referenzen

‘A growing team with a number of high profile, experienced partners. A strong international outlook as well as deep expertise in Swiss domestic matters. Well versed on charitable / art-related matters too. ’  

‘Heavyweight Partners who are extremely user-friendly for clients. One of the go-to firms in Switzerland for Private client advice. Unusually, both Geneva and Zurich have strong teams.’ 

‘Unusually outward looking for Swiss lawyers – they are able to see the big picture and tailor their advice to the overall client needs, not just looking at the Swiss bit of the jigsaw.’ 

Highlight-Mandate


Baker McKenzie Switzerland AG

Baker McKenzie Switzerland AG excels in providing comprehensive cross-border legal and tax advice to high-net-worth individuals, families, and institutions. The team advises on sanctions compliance, asset disclosure, and governance for family businesses, with particular strength in the regulatory space. Marnin Michaels , who is acclaimed for his ‘unparalleled wealth of experience’, Lyubomir Georgiev, and Elliott Murray lead the practice. Caleb Sainsbury was promoted to partner in July 2023. Gregory Walsh and Jacopo Crivellaro left the firm.


Praxisleiter:

Elliott Murray; Lyubomir Georgiev; Marnin Michaels


Weitere Kernanwälte:

Caleb Sainsbury


Referenzen

‘Lubo Georgiev is an outstanding practitioner, who is able to explain complex materials in laymen terms so that anyone can understand.’

‘Baker McKenzie is an excellent team. It is a port of call for anyone seeking practical, thorough and commercially savvy advice on any aspect impacting HNW individuals. ’ 

‘Marnin Michaels has outstanding analytical skills, and we particularly value and trust his judgement, which is grounded in years of experience as a global leader in tax law. We are impressed by his professionalism and commitment to delivering exceptional results. ’

Highlight-Mandate


Charles Russell Speechlys AG

Charles Russell Speechlys AG is well-placed to advise on cross-border wealth structuring and planning. With a focus on international tax, family law, and private wealth disputes, the team advises a diverse range of clients, including individuals, wealth managers, trustees and family offices. The team is co-headed by Michael Wells-Greco and Mark Summers, an expert on the taxation of gifts, estates and trusts. Other prominent individuals include Alice Martin, Grégoire Uldry, and Robert Avis, who is described as the ‘complete package’ for matters with an English-Swiss element. Sirin Yüce was promoted to partner in 2024.


Praxisleiter:

Michael Wells-Greco; Mark Summers


Weitere Kernanwälte:

Alice Martin; Grégoire Uldry; Robert Avis; Sirin Yüce


Referenzen

‘I worked with Sirin Yuce, whose approach is technical,  yet pragmatic. ’

‘Mark Summers has an excellent understanding of the US gift/estate tax system and income taxation of trusts which makes him wonderful to collaborate with on cross border issues touching the US. While Mark’s understanding avoids missteps in his initial advice, he is very clear in not stepping into giving US advice. Mark is very easy to work with and ensures that the client needs and best results come first.’ 

‘Michael Wells Greco stands out for his deep expertise in estate planning and exceptional interpersonal skills. His ability to communicate fluently in multiple languages makes him particularly well-suited to working with international clients on sensitive estate matters. His efficiency and client-centric approach further enhance his reputation as a trusted advisor’

Highlight-Mandate


CMS von Erlach Partners Ltd.

CMS von Erlach Partners Ltd. covers a good range of matters from estate planning to matrimonial and inheritance disputes, contested wills and prenuptial agreements, handling matters for high and ultra-high net worth individuals as well as banks and family offices. Tobias Somary and Pierre Ducret lead the team. Somary, a specialist in cross-border estate planning is reputed for his depth of knowledge and ‘sophisticated approach to negotiation’. On the contentious side, Ducret is especially involved in international arbitration proceedings, both as counsel and arbitrator. A ‘true expert in the field’ Louise Lutz Sciamanna   is another key individual in the team.

Praxisleiter:

Tobias Somary; Pierre Ducret


Weitere Kernanwälte:

Louise Lutz Sciamanna; Lukas Brugger


Referenzen

‘Profound specialist knowhow.’

‘I have been working closely with Tobias Sommary and Louise Lutz Sciamanna. They truly understand the client’s urgencies, and work focused on their needs. It is a great pleasure to work with them as they are attentive, thoughtful, and deeply experienced on multijurisdictional cases.’ 

‘Keys strengths are ability to deal with complex/cross-border issues and overall great breadth of experience’

Highlight-Mandate


Fischer Ramp Buchmann

Private client boutique Fischer Ramp Buchmann is routinely sought after by entrepreneurs and their families and heirs on tax structuring and tax disputes focusing predominantly on cross-border matters. Co-founding partner Michael Fischer is hailed as ‘one of Switzerland’s top private client lawyers’ and Samuel Ramp has considerable experience in international real estate valuation and taxation. Marc Buchmann also comes highly recommended for his specialist knowledge of wealth and succession planning. Tendon Dahortsang is another name to note.

Praxisleiter:

Michael Fischer, Samuel Ramp, Marc Buchmann


Weitere Kernanwälte:

Manuel Frei; Tendon Dahortsang


Referenzen

‘Fischer Ramp Buchmann is a small boutique firm in Switzerland that offers everything we look for in a top private client shop. They bring years of experience, a welcoming and friendly atmosphere, and, most importantly, the accessibility and proximity of the partners. Despite their size, the firm consistently provides high-quality, personalized service that meets all of our private client needs.’ 

‘Marc Buchmann stands out not only as a brilliant lawyer but also as an exceptional human being. With Marc, we always feel heard and genuinely taken care of. He creates a space for meaningful dialogue, listening carefully before offering his expert advice. His approach fosters trust and makes working with him a pleasure.’ 

‘Great pure-play private client boutique with extraordinary expertise in cross-border matters. Lean staffing and efficient handling of cases, great to work with. Top value for money. ’

Highlight-Mandate


  • Advising a Turkey-based UHNW entrepreneur family on cross-border reallocation of shareholdings in USD 2 bn family conglomerate
  • Advising real estate company (part of a deceased Greek UHNWI’s USD 500 m estate) on cross-border tax structuring
  • Advising the UHNW founder of  aUSD 1 bn international trading group on cross-border business and wealth structuring

Homburger

Tax is at the heart of Homburger's private client practice which regularly advises on significant estate and succession planning, issues concerning charities and foundations, wealth reorganisation and relocation matters. Domestic work is the firm’s mainstay and it is praised for its depth of knowledge on Swiss tax law, and trusts with Swiss connections, areas where tax expert and practice head Claudia Suter is the key name. Gabrielle Nater-Bass, regarded as an ‘exceptional strategist’, routinely works on family law matters. Tobias Kaufmann is another to note.

Praxisleiter:

Claudia Suter


Weitere Kernanwälte:

Gabrielle Nater-Bass; Tobias Kaufmann; Stefanie Pfisterer; Tanja Niederer


Referenzen

‘Gabrielle Nater-Bass is an exceptional strategist and gives her full attention to her clients. Tanja Niederer is very clever, extremely skillful and keeps track of all and any developments without losing the overview ’

‘I work with both Gabrielle Nater-Bass and Tanja Niederer and I find both of them to be extremely knowledgeable about the family law case we are dealing with between us. They ask very good questions and have a depth of understanding that serves their client very well. They are able to think outside the box and able to think of various strategies.’

‘Gabrielle Nater-Bass: Excellent lawyer, always fast responses, wide knowledge, excellent network. Claudia Suter: Excellent lawyer for all tax matters’

Highlight-Mandate


  • Advising UHNW heir of globally renowned artist on relocation from Monaco to Switzerland
  • Representing heir of UHNW entrepreneur as international lead counsel in complex multijurisdictional estate litigation and related proceedings
  • Representing a HNW heir in an inheritance dispute in connection with an estate and last will under Torah law

MLL Legal

MLL Legal remains notably active in asset structuring and protection for families, tax planning for businesses, and relocations for HNWIs.  Patricia Guerra and Serge Calame, who regularly advises on banking and asset management matters with a cross-border element, lead the team. The team also houses polygot Julien Tron, who has an internationally-oriented practice. Another ‘superb’ member is family law specialist Maud Udry-Alhanko.

Praxisleiter:

Patricia Guerra; Serge Calame


Weitere Kernanwälte:

Julien Tron; Maud Udry-Alhanko; Dmitry Pentsov; Julie Wynne


Referenzen

‘High partner involvement in files and very engaged with the client. Their significant practical experience and knowledge is reflected in their advice and assistance. Not only does MLL advise on any direct legal needs, but they also go a step further by helping clients with finding local service providers for other (non-legal) needs, e.g., for housing.’

‘Mr Julien Tron remains at the highest level with an exceptionally internationally oriented practice. Julien has an unparalleled and deep understanding of trust and estate law issues, combining both technical knowledge and human intelligence in the most outstanding, pragmatic, and problem-solving way.’

‘The team has superb expertise in private client related matters and are able to provide a wide range of services (including tax, wills. probate, family advice etc). Their client service standards are of the highest quality, clients feel protected and taken care of’

Highlight-Mandate


Niederer Kraft Frey AG

Full-service firm Niederer Kraft Frey AG handles a broad range of matters including succession planning, estates, relocation, inheritance and tax. The team has a strong client base, with prominent names in the sports and football industry. Practice co-lead Catherine Grun Meyer has been especially active in advising on the marital property regime and on succession planning. Heading the team alongside her, Thomas Graf has a special emphasis on advising individual athletes and international sports organisations. Thomas Hochstrasser, who was promoted to partner in 2024, and Daniel Antognini are also highlighted members of the team.

Praxisleiter:

Catherine Grun Meyer; Thomas Graf


Weitere Kernanwälte:

Thomas Hochstrasser; Daniel Antognini; Mirjam Vögeli


Referenzen

‘We were under time pressure to solve some family affairs and the team moved mountains internally and with governmental offices to get it done in a very efficient way.’ 

‘Catherine Grun Meyer has deep knowledge about her areas of expertise, able to give crisp and commercial answers and analysis. Works in an effective manner and good cooperation with our other advisors across adjacent areas of expertise such as tax etc’

‘Mirjam Vogeli is my main contact. She is technically excellent with an international focus; brilliant at seeing the big picture whilst providing thoughtful and technical analysis. She is prominent in the market.’ 

Highlight-Mandate


Pestalozzi

Pestalozzi advises domestic and international banks, financial institutions and HNWIs on banking, finance and capital markets matters. The team is co-led by Oliver Widmer and Christophe Emonet. Emonet is strong in litigations, investigations and transactions and is recommended for his ‘unrivalled negotiating skills’. Thoma Rohner is praised for his expertise in inheritance, trust and succession disputes. Jonas Sigrist is another significant individual who is well versed in handling tax matters across multiple jurisdictions.

Praxisleiter:

Oliver Widmer; Christophe Emonet


Weitere Kernanwälte:

Michael Lips; Larissa Rickenbacher; Jonas Sigrist


Referenzen

‘Each member of the team led by Christophe Emonet always has a thorough knowledge of the case in hand. However, he organizes the work so that there is no duplication, and so that each team player feels fully involved in the case. ’

‘Christophe Emonet is probably one of Switzerland’s top 3 lawyers in his chosen fields. He has an immense legal culture, an innate sense of strategy and unrivalled negotiating skills. We systematically retain him for complex, non-standard cases, in which he excels, whether they are of a litigious, investigative or transactional nature.’

‘Very quick, technically very good.’

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


Highlight-Mandate


  • Advised one of the wealthiest families in the world in a dispute.
  • Advised a family relocating from Brazil.
  • Advised a Norwegian family in relocating to Switzerland and in setting up a multi-family office and a FINMA license.

FBT Attorneys-at-Law

FBT Attorneys-at-Law benefits from practice head Jean-Luc Bochatay ’s over three decades of experience of managing complex tax matters. Alongside tax, the firm handles estate planning, family and inheritance law and relocation. Based in Paris, Pascale Cano is adept at patrimonial family law, cross-border estate planning and asset structuring. Bringing two decades of experience in Swiss tax-related issues, Michel Abt addresses all tax matters from gifts to inheritance issues.

Praxisleiter:

Jean-Luc Bochatay; Pascal Cano


Weitere Kernanwälte:

Michel Abt; Frederique Bensahel


Referenzen

‘The FBT team fielded our questions with very good and relevant responses. Excellent job provided by the lawyer in charge of our delicate case and good solutions put in place.’

 

 

Highlight-Mandate


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

Staiger Attorneys at Law Ltd

Staiger Attorneys at Law Ltd  regularly handles estate planning, inheritance conflicts and the restructuring of family companies. The team is the preferred adviser for a diverse range of clients from real estate and asset management companies and metal suppliers to consultancy firms, foundations, and banks. It is led by Georgia Fotiou, sought after for her expertise in private banking and the fiduciary services sector, and Andreas Von Erlach. Another active member of the team is Michael Hamm, who has over three decades of experience.

Praxisleiter:

Georgia Fotiou; Andreas von Erlach


Weitere Kernanwälte:

Michael Hamm


Referenzen

‘Excellent communication skills, deep knowledge and understanding, highly trustworthy and discreet.’

‘Michael Hamm and Michael Lüdi are both fantastic private client lawyers. Calm, circumspect, very knowledgeable, most agreeable to work with. Same for Stefanie Meyenhofer-Peters. All three of them are go-to lawyers for estate planning and inheritance conflicts.’

‘Staiger Attorneys at Law Ltd has a team of experienced specialists of all working generations. Their practice is customer-focused, with the necessary empathy, but always puts the spotlight on the economic approach. A detailed analysis of the situation is always the basis for sound advice at a reasonable cost.’

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


  • Advising a HNW family as international lead counsel on administration and division of international estate
  • Representing an UHNWI in the cross-border sale of hypercars
  • Representing a family trust as international lead counsel in the global restructuring of Les Arts Mécaniques

Wenger Plattner

While tax is the mainstay of Wenger Plattner‘s private client offering, it also is well-positioned to draft wills and marriage contracts, represent clients in inheritance-related litigation, as well as advise on succession and estate planning. Spearheading the practice is Filippo Th. Beck , who focuses on banking and finance matters. Daniel Gabrieli is especially active, advising primarily on relocation planning and real estate acquisitions. Simon Schweizer joined as partner in November 2023 and Michael A. Schifferli was promoted to partner in 2024.

Praxisleiter:

Filippo Th. Beck


Weitere Kernanwälte:

Daniel Gabrieli; Simon Schweizer; Michael A. Schifferli


Referenzen

‘Mr. Daniel Gabrieli has been stalwart in overcoming difficult and complex situations involving lawyers in three countries. He has always been quick to answer all questions and to help resolve my tax and inheritance problem in Switzerland and France. His work has been thorough, and timely and well beyond expectations.’

‘Rapid interaction and professional advice on whether to have an agreement vs. going to court.’

‘Very experienced in the domain I had problems.’

Kernmandanten

Bosniaken Institut;


Stiftung Adil Zulfikarpasic, Zurich


Highlight-Mandate


Wenger Vieli Ltd

Both with over three decades of experience in the field, duo Bruno Bächli and Michael Huber head the private client team at Wenger Vieli Ltd, which advises on a broad scope of matters, including relocations, estate and succession planning, and tax for UHNWIs. The team is also adept at disputes and administrative proceedings related to tax. Dominik Bürgy  and Joël Doswald are other integral members of the team, highlighted for their domestic and international tax structuring expertise.

Praxisleiter:

Bruno Bächli; Michael Huber


Weitere Kernanwälte:

Dominik Bürgy; Joël Doswald; Urs Landolf


Referenzen

‘Very much integrated among themselves and multidisciplinary in the legal world’

‘Very engaged, short time for response, the up-to-date Bruno Bächli and Urs Landolf are top.’

‘Excellence in client service’

Highlight-Mandate


  • Advising UHNW entrepreneur on cross-border tax structuring, wealth and succession planning related to his USD 35bn estate
  • Advising estate of deceased UHNWI as international lead counsel on distribution of USD 1bn estate
  • Advising UHNW family as international lead counsel on cross-border tax structuring, wealth and succession planning related to their USD 3bn estate

Bratschi Ltd

Bratschi Ltd is noted for its expertise in foundations, trusts, estate planning and structured assets for its extensive client list of major banks in Zurich, Geneva and other international financial hubs. Ingmar JM Snijders  leads the team and has experience of financial regulations, inheritance law, succession planning as well as on pre/post-nuptial agreements and wills.

Praxisleiter:

Ingmar Snijders


Weitere Kernanwälte:

Michael Suter; Roland Böhi


Referenzen

‘My professional relationship with this Firm is related to Mr. Ingmar Snijders and Sascha Wohlgemuth. Really good professionals and their approach to clients’ necessities is great and unique.’

‘Professional, available and patient – explaining every aspect. I am fully satisfied ’

‘The entire team is quick in answering and very responsive. They are creative and very much willing to assist with whatever it is they can. You feel heard and your challenges are addressed.’

Highlight-Mandate


Kellerhals Carrard

At Kellerhals CarrardIngrid Iselin is ‘an outstanding partner and a specialist in inheritance matters’ and Annette Spycher is proficient in advising on estate planning, international relocation and trust litigation. The firm’s work includes cross-border estate and succession planning for its client base of HNWIs and executors of estates. Nicolas Gillard and Frédérique Flournoy  are other key members of the team.

Praxisleiter:

Ingrid Iselin; Annette Spycher


Weitere Kernanwälte:

Nicolas Gillard; Frédérique Flournoy; Delphine Steiner; Annemarie Streuli


Referenzen

‘The office has branches all over Switzerland, offering to the clients full legal support in every part of the country. Their team is internationally oriented and have deep knowledge to work on complex multijurisdictional cases.’

‘Since 2023, I have been working closely to Ingrid Iselin, Annemarie Streuli, and Delphine Steiner. They are extremely attentive, collaborative, and have a great strategic mind. In comparison to other law firms, they have an outstanding expertise on complex cross-border succession cases. ’

‘Kellerhals Carrard‘s Geneva team is very knowledgeable and responsive. Whenever we have a case that involves the French speaking part of Switzerland, we work with Kellerhals Carrard Geneva. ’

Highlight-Mandate


LALIVE

LALIVE is sought after for its depth of knowledge in asset protection and recovery, sanctions, civil and criminal proceedings and complex, cross-border restitution claims. For families, the firm is also well versed in inheritance and divorce law. The team is jointly led by the ‘outstanding’ Werner Jahnel  and the ‘forensic’ Sandrine Giroud. Together, they advise various clients in the art and cultural property and financial services industries. Alexander Troller left the firm.

Praxisleiter:

Werner Jahnel; Sandrine Giroud


Weitere Kernanwälte:

Sébastien Zulian; Andrea Florin


Referenzen

‘The team are approachable and very helpful. I have dealt with many lawyers and this team are the most efficient and professional that I’ve come across. What also makes them different is their empathy, understanding and insight regarding my own uniquely difficult circumstances.’

‘My lawyers Dr Werner Jahnel and Sébastien Zulian are truly outstanding.

‘They are very dedicated, hardworking, compassionate and perceptive when it comes to handling my late husband’s estate. Indeed my late husband would have been very happy to know his estate was being managed by such capable and competent individuals.’

Highlight-Mandate


  • Representing a UHNWI and related entities in one of the largest art fraud cases related to artwork transactions exceeding one billion US dollars involving several jurisdictions.
  • Advising a HNWI domiciled in Switzerland in relation to inheritance and asset structuring issues involving complex trust structures with Swiss heirship rules, identifying and finding assets in Europe and Africa and subsequently drafting the wills.
  • Advising an heiress in a complex cross-border litigious succession over real estate and other assets worth CHF 40 million located in Switzerland, Europe and North Africa.

Loyens & Loeff

The private client team at Loyens & Loeff focus on tax matters, estate planning, and relocation.  ‘Top advisor’ Beat Baumgartner spearheads the team, specialising in tax for ultra-high net worth individuals. Anais Naescher has a strong track record handling estate and succession planning for executives, entrepreneurs and family offices.

Praxisleiter:

Beat Baumgartner


Weitere Kernanwälte:

Anais Naescher


Referenzen

‘People, knowledge’

‘Top advisor: Beat Baumgartner’

‘Highly professional and skilled people. ’

Kernmandanten

Brazilian resident UHNWI


Dutch resident UHNWI


Partners of European private equity firm


Swiss resident UHNWI individual


European family office active in real estates


Brazilian resident UHNWI


Dutch resident HNWI


Family office of UHNWI family


Swiss resident UHNWI family


London based single family office


Highlight-Mandate


MME Legal | Tax | Compliance

MME Legal | Tax | Compliance excels in private client matters with a cross-border element, with an emphasis on cross-border matters between Switzerland and Asia and between Switzerland and the EU. Department head Balz Hoesly     is skilled at wealth and estate planning as well as succession planning for family businesses. Other significant members of the team include Christoph Nater , Christoph Rechsteiner Alexandra Geiger  and Marcel R. Jung.

Praxisleiter:

Balz Hoesly


Weitere Kernanwälte:

Christoph Nater; Christoph Rechsteiner; Alexandra Geiger; Marcel R. Jung


Highlight-Mandate


  • Advising the members of an UHNW entrepreneurial family on cross-border succession planning in connection with USD multibillion family business
  • Supporting an UHNW individual in highly complex international succession planning in connection with USD 400 m estate
  • Advising the heirs of an UHNW testator on division of USD 100 m estate

Offices of Stephanie A. Jarrett

Stephanie Jarrett is the key name at Offices of Stephanie A. Jarrett. Trusts work forms the bedrock of the practice, with advice on handling the sale of businesses under trusts as well as trust audits, Cayman trusts and the transfer of trusts. Client include international families, dual citizen clients and trust companies.

Praxisleiter:

Stephanie Jarrett


Referenzen

‘Extensive experience with Private Clients, especially with estate planning and tax matters.’

‘I have been working with Stephanie Jarrett for 15 years. She profoundly cares about her clients and is extremely good with remaining focused on the big picture.’

‘Exceptional combination of practical experience, depth of knowledge, bedside manners at the intersection of wealth, finance, law, regulation.’

Highlight-Mandate


Thouvenin Rechtsanwälte

Thouvenin Rechtsanwälte focuses mainly on relocation and estate divisions including both litigation and estate and succession planning. The firm is also skilled at advising on wills and inheritance contracts. Sandra Spirig, Daniel Stoll  and Pius Bumann are the practice heads.

Praxisleiter:

Sandra Spirig; Daniel Stoll; Pius Bumann


Weitere Kernanwälte:

Thomas Loher


Referenzen

‘Boutique law firm with specific specialisation. Excellent individual lawyers.’

‘Thomas Loher is an excellent private client lawyers with extensive experience. The same applies to Sandra Spirig with her excellent skills in the area of inheritance law and succession planning.’

‘Good bank strength, broad experience’

Highlight-Mandate


weber schaub & partner ltd.

Boutique firm weber schaub & partner ltd. works primarily on tax and inheritance-related disputes. The team lead is Lorenz Baumann   who has over two decades of experience. Marco Frigg, Manuel Mühlestein, and Matthias Heusser were recently promoted to the partnership.

Praxisleiter:

Lorenz Baumann


Weitere Kernanwälte:

Marco Frigg; Manuel Mühlestein; Matthias Heusser


Referenzen

‘Very experienced private client team with a good mix of older and younger ambitious attorneys. Inhouse top tax team which can support in all tax questions arising in daily work.’

‘A small very well established boutique law firm. All of the members are very skilled business professionals; pragmatic, realistic and highly efficient. Very professional, straight forward, client and solution oriented.’

‘Weber Schaub & Partner has extensive expertise in the areas of inheritance law, tax law and corporate law, making it the ideal law firm for interdisciplinary issues.’

Highlight-Mandate


  • Representing branch of international UHNW family in USD 275 m multi-jurisdictional inheritance dispute
  • Advising UHNW entrepreneurial family as international lead counsel on transitioning their USD 1.2 bn global business across generations
  • Represented deceased UHNWI’s only son from first marriage in inheritance dispute with deceased’s second wife in connection with USD 300 m estate