Capitalising on its inter-disciplinary strengths across M&A, capital markets and other transactional issues, the ‘knowledgeable and experienced’ Bär & Karrer Ltd. is a tour-de-force in handling complex high-profile tax mandates, ranging from international tax structuring to multifaceted tax litigation. Spearheaded by Susanne Schreiber and Daniel Bader, the team is well regarded for its particular capabilities in cryptoassets, infrastructure projects and working for charitable organisations. Schreiber is a pre-eminent practitioner in relation to cross-border and domestic M&A, financing and capital markets related tax mandates, whereas Bader is established on the private client side. Raoul Stocker is a strong choice for an array of multinational, small and midsize companies operating in the market, while Paolo Bottini is noted for tax advice surrounding due diligence and contractual documentation. Christoph Suter helms the Geneva team, with his particular capabilities in asset management, banking and insurance tax issues. Ruth Bloch-Riemer, Cyrill Diefenbacher and Matthias Bizzarro are also recommended.
Tax in Switzerland
Bär & Karrer Ltd.
Praxisleiter:
Susanne Schreiber; Daniel Bader
Weitere Kernanwälte:
Raoul Stocker; Paolo Bottini; Christoph Suter; Ruth Bloch-Riemer; Cyrill Diefenbacher; Matthias Bizzarro; Hanna Brozzo
Referenzen
‘The tax practice of Bär & Karrer is extremely experienced, particularly in cross-border matters.’
‘The lawyers there work quickly, reliably and at an extremely high level.’
‘We highly recommend working with them.’
Kernmandanten
Amapharm GmbH
AXA Investment Managers Schweiz AG
AXA Versicherungen AG
Hyatt International (Europe Africa Middle East) GmbH
Miele & Cie KG
NH 142 Beteiligungs
TE Connectivity Ltd.
UBS Group AG
Highlight-Mandate
- Advised UBS on the merger of UBS Switzerland AG and Credit Suisse Group AG.
- Advised Miele on the establishment of a joint venture in the fields of infection control and life science.
- Advised Hyatt on the sale of Park Hyatt Zurich.
Homburger
Counting a diverse multitude of private clients, multinational corporations and domestic companies among its key clients, the ‘top-tier’ Homburger maintains a comprehensive offering that spans M&A, capital markets and financing mandates. Seasoned practitioner Reto Heuberger steers the group with his notable strengths in tax planning, reorganisations and relocations. Other names to note in the practice are Dieter Grünblatt, who possesses a strong grounding in collective investment schemes, real estate investments and structured finance instruments, and ‘go-to expert’ Stefan Oesterhelt, who specialises in international tax law. Claudia Suter is a strong choice for entrepreneurs and high net worth individuals seeking assistance with family planning, and Laetitia Fracheboud handles an array of domestic and international scale tax issues.
Praxisleiter:
Reto Heuberger
Weitere Kernanwälte:
Dieter Grünblatt; Stefan Oesterhelt; Claudia Suter; Laetitia Fracheboud
Referenzen
‘Homburger’s tax practice is best in class, offering top-tier expertise in Swiss and international tax law.’
‘What makes them unique is their ability to provide tailored, innovative solutions for complex issues, backed by a highly skilled team.’
‘Their multidisciplinary approach ensures seamless collaboration across tax areas, delivering comprehensive results.’
Kernmandanten
Cerberus
Galderma, EQT
Bunge
Zürcher Kantonalbank
Migros
Novartis, Novartis Pharma Stein
Meyer Burger Technology
ADC Therapeutics
UBS Group
DWS Group
Highlight-Mandate
- Advised Cerberus on tax matters in the acquisition and financing of a Europe-wide portfolio of loans with a nominal value of $35 bn.
- Advised Galderma and EQT on tax matters in Galderma’s $17 bn IPO on SIX Swiss Exchange.
- Advised Bunge on cross-border tax matters in its $8.2bn business combination with Viterra and re-domiciliation in Switzerland.
Lenz & Staehelin
Noted for its ‘exceptional attention to detail, consultative approach with clients and broad range of tax experience’, Lenz & Staehelin is capable of advising on a plethora of mandates that encompass sustainable tax solutions, tax planning and an array of litigation and transactional matters. The team is particularly well-versed in handling tax issues arising from the pharma, luxury, and financial sectors. Private client expert Jean-Blaise Eckert and Pascal Hinny, who is well-versed in national and international tax planning, jointly lead the practice. Certified tax expert Daniel Schafer is highly experienced in administration, contract and commercial law, and Heini Rüdisühli is well-positioned to advise on national and international tax planning. Frédéric Neukomm frequently handles matters pertaining to company tax law, alongside private equity and investment vehicles. Floran Ponce, Rébecca Dorasamy and Lukas Aebi are also recommended.
Praxisleiter:
Jean-Blaise Eckert; Pascal Hinny
Weitere Kernanwälte:
Daniel Schafer; Heini Rüdisühli; Frédéric Neukomm; Floran Ponce; Rébecca Dorasamy; Lukas Aebi
Referenzen
‘We have worked with Lukas Aebi. He is very knowledgeable about Swiss tax law, but also very responsive and pragmatic. He could demonstrate excellent skills while providing tax advice, reviewing a tax ruling with a great attention to details and assisting in the negotiation and drafting of legal agreements in a very effective manner.’
‘Exceptional attention to detail, consultative approach with clients and broad range of tax experience among the team.’
‘Ability to support complex transactions and commercial diligence.’
Kernmandanten
ADM – Archer Daniels Midland Company
Agilent
Arlanxeo (formely Lanxess)
Colgate Palmolive
Covestro
Credit Suisse
Deutsche Börse AG
Richemont
Rothschild Group
Tetra Laval
Wal-Mart
dss+ Consulting
Inflexion Equity Partners
Starrag Group Holding AG and Tornos Holding AG
Neurosterix
Transmutex SA
Beiersdorf Aktiengesellschaft / Beiersdorf Group
Amundi Group
Viatris Inc.
Stallergenes Greer International AG
Highlight-Mandate
- Advised Starrag and Tornos, both listed companies, on their merger.
- Advised Neurosterix on its launch by Addex and Perceptive Advisors.
- Advised Stallergenes Greer on the post-acquisition integration of the Palforzia division purchased from Nestlé.
Niederer Kraft Frey AG
Routinely entrusted by sports organisations, private clients and multinational conglomerates, Niederer Kraft Frey AG deploys its strong bench strength to advise on a host of cross-border transactions and international group structures, to name a few. Thomas Graf heads up the group with his substantive set of skills in financial services and international fund structures. Other key players in the practice include Markus Kronauer, who regularly advises an array of clients on tax issues surrounding capital markets instruments, Christina Rinne, who is recommended for her ‘excellent know-how’ and work for non-corporates and private clients, and Daniela Schmucki, who handles a myriad of corporate reorganisations, M&A transactions and employee share plans. Sven Kälin is another name to note.
Praxisleiter:
Thomas Graf
Weitere Kernanwälte:
Markus Kronauer; Christina Rinne; Daniela Schmucki; Sven Kälin; Derya Özdogan; Morgan Boëffard
Referenzen
‘They are really interested in the client as a person and not “only” as a company.’
‘Christina Rinne has excellent know-how but is also very interested in how we are working. You will have a tailored solution and not just a solution.’
Kernmandanten
ASSA ABLOY
Ardian
Heraeus Holding
Credit Suisse AG Switzerland
Crédit Agricole next bank (Suisse) SA
CGS Management
EFG International
Invision AG
SIG Combibloc PurchaseCo S.à r.l
Selecta Group
PolyPeptide Group AG and Draupnir Holding B.V.
Julius Baer Group Ltd.
Axpo Holding AG
ObsEva SA
Mobimo (Proj Bernina)
Global Blue
Galderma
Peach Property
Akara Group
BB Biotech AG
Bellevue Asset Management
Highlight-Mandate
- Advised Evolva Holding SA on the sale of its wholly-owned operating subsidiary Evolva AG to Danstar Ferment AG, a Swiss affiliate of Lallemand Inc.
- Advised SpineArt on its CHF 20m convertible financing.
- Advised a syndicate of 15 banks, led by Goldman Sachs, Morgan Stanley and UBS as joint global coordinators, in connection with the initial public offering of Galderma Group AG that launched on 13 March 2024.
Walder Wyss Ltd.
While providing a full service offering for its clients, Walder Wyss Ltd. is notably capable in tax planning and sustainable tax solutions, compliance matters and a variety of contentious proceedings. The team is steered by Maurus Winzap, who possesses an arsenal of skills that is comprised of M&A, financings and collective capital investments. Thomas Meister is noted for his knowledge in financial advisory matters and corporate restructurings, while Martin Busenhart operates for a panoply of clients in relation to corporate migrations and relocation of functions. Fouad Sayegh, who routinely acts on domestic and international scale tax matters, real estate expert Samuel Dürr, and Robert Desax, who is capable on the wealth planning and trust taxation side, further bolster the practice.
Praxisleiter:
Maurus Winzap
Weitere Kernanwälte:
Thomas Meister; Martin Busenhart; Fouad Sayegh; Samuel Dürr; Robert Desax
Referenzen
‘Robert Desax has universal abilities in the Swiss tax field; he is experienced and pragmatic.’
Kernmandanten
Sandoz Finance B.V./Sandoz Group Ltd.
Aluflexpack AG and Montana Tech Components AG
CRISPR Therapeutics AG
Nordic Infrastructure Ltd.
Sevensense Robotics Ltd.
UBS Switzerland AG
AMAG Leasing SA
Altamira Therapeutics Ltd.
Cultivated Biosciences SA
Oaktree Capital Management / Trinity Investments
Highlight-Mandate
- Advised Sandoz Finance B.V./Sandoz Group Ltd. on the placement of senior guaranteed Eurobonds in three tranches worth EUR 2bn maturing between 2027 and 2033 following its spin-off from Novartis on 4 October 2023.
- Advised Aluflexpack AG and Montana Tech Components AG on a share purchase agreement involving the acquisition of 57% of the shares of Aluflexpack AG from Montanta Tech Components AG and Xoris GmbH by Constantia Flexibles Group GmbH and on an all-cash public tender offer for all publicly held registered shares of Aluflexpack AG.
- Advised Sevensense Robotics Ltd. on its sale to ABB Ltd.
Baker McKenzie Switzerland AG
Frequently operating on a cross-border scale for global clients, Baker McKenzie Switzerland AG is well-versed in a litany of complex issues, extending from tax litigation and transfer pricing to corporate finance and M&A, among a range of other mandates. Practice leader Kilian Perroulaz, who is well regarded for his ‘outstanding tax knowledge’, fields a varied practice that encompasses business restructurings, tax planning and tax rulings, to name a few, while Hans Koch retains an established presence on the corporate, capital markets and private equity side. The ‘technically strong’ Susanne Liebel-Kotz possesses extensive experience in international tax planning and M&A. Other key members include Mario Kumschick, Andrea Bolliger, and tax director Balthasar Denger.
Praxisleiter:
Kilian Perroulaz
Weitere Kernanwälte:
Hans Koch; Susanne Liebel-Kotz; Mario Kumschick; Andrea Bolliger; Balthasar Denger
Referenzen
‘Strong international network.’
‘Responsive and practical advice given.’
‘Personal approach and capable of comprehending complex tax challenges faced by the company in a short time. Practical approach to solutions.’
Kernmandanten
Arbonia
Bank Julius Baer
Bio-Rad
Commerzbank and Credit Suisse
Investis group
Luzerner Kantonalbank AG
Nestle
Numab Theraputics
Planzer
Sumitomo Rubber Industries
Swissroc Industrial Opportunities (CH) SA and Groupe Orllati SA
Swiss Prime Site Immobilien AG
UBS AG / UBS Switzerland AG
von Finck Family
Vontobel
Highlight-Mandate
- Advised Numab Therapeutics AG on a definitive agreement whereby Johnson & Johnson acquired Yellow Jersey Therapeutics, a previously wholly owned subsidiary of Numab spun-off to Numab’s shareholders.
- Advised the building supplier Arbonia on the competitive sale process with several bidders of its climate division, for an enterprise value of EUR 760m, to Midea Electrics Netherlands B.V., a company of Midea Group.
- Advised Swissroc Industrial Opportunities (CH) SA and Groupe Orllati SA on their acquisition of approximately 60,000 square metres of freehold land in the heart of Geneva’s Zone Industrielle de Meyrin Satigny (ZIMEYSA) from the Stellantis Group in a share deal.
Loyens & Loeff
‘Proactive, with theoretical knowledge’, Loyens & Loeff is regularly entrusted by multinational enterprises, private equity firms and high-net-worth individuals for a stable of M&A, transfer pricing and tax litigation. The practice is led by Beat Baumgartner, who deploys his capabilities in relation to investment structures, transfer pricing and financing mandates, and Fabian Sutter, a highly capable practitioner on the corporate reorganisations, transfer pricing and international tax side. Rebecca Kühne is well-versed in group and investment structures alongside corporate reorganisations.
Praxisleiter:
Beat Baumgartner; Fabian Sutter
Weitere Kernanwälte:
Rebecca Kühne
Referenzen
‘Proactive, with theoretical knowledge, and they provide a practical explanation and implementation.’
‘The Loyens & Loeff teams are very well structured and integrated. It is clear that they make their best efforts to deliver the work in a format according to the clients’ profile and needs.’
‘It’s been a great experience to work with them in complex matters handled in the most straight forward and clear way possible.’
Kernmandanten
Egeria Group
Highlight-Mandate
- Advised a global TMT company on a high profile spin-off transaction of its Swiss business division to a new Swiss company, with a subsequent initial public offering of the shares of this company.
- Advised a global food and beverages group on an efficient financing structure in view of Pillar 2 / GloBE Model Rules.
- Advised a Canadian energy group on the transitioning of the group’s financing structure in view of Pillar 2 / GloBE Model Rules.
MME Legal | Tax | Compliance
While handling an array of tax structuring, planning and litigation mandates, MME Legal | Tax | Compliance demonstrates particular prowess in relation to tax issues arising from the fintech, blockchain and cryptocurrency sectors. The practice is helmed by Andreas Müller, who maintains a varied practice that draws upon his skills in international tax law, real estate tax and relocations, and Thomas Linder, who possesses a strong grounding in blockchain, digital assets and cross-border tax restructuring. Samuel Bussmann, Marcel R. Jung, Peter Brülisauer, Christoph Rechsteiner and Walter Frei are also recommended.
Praxisleiter:
Andreas Müller; Thomas Linder
Weitere Kernanwälte:
Samuel Bussmann; Marcel R. Jung; Peter Brülisauer; Christoph Rechsteiner; Walter Frei
Referenzen
‘I am very happy that I work with this team, and happy to specify the following strengths and key capabilities, which distinguish the practice from others: 1. Excellent speed of work – all the working products are delivered very quickly and always within the promised time frame. 2. They do not hesitate to go the extra mile and often offer innovative solutions for the problems. 3. The team is excellent in communication and can explain tax issues in a simple and understandable way, which is much appreciated by the senior management. 4. Excellent availability of partners and experts for discussions and clarifications. 5. Excellent negotiation skills with the authorities.’
‘Andreas has an outstanding knowledge of Swiss federal and Zug cantonal law and practice. He is an excellent problem solver and a top level negotiator. He is an exceptional communicator as well.’
‘Extremely competent and diverse team of experts. They are extremely knowledgeable and responsive.’
Kernmandanten
KKA Partners
Maltech
MatterLabs
Safe Ecosystem Foundation
SHL Medical
Sir Mary
Socios / Chiliz
Solana Foundation
Sygnum
TE Connectivity
The Open Network Foundation
Uster Technologies
Zimmer Biomet
Highlight-Mandate
- Acting as tax and legal advisors to Safe Ecosystem Foundation in connection with digital asset management platform Safe.
- Supporting decentralized protocol pioneer Solana Foundation on cross-border tax and legal matters.
- Supporting Socios and Chiliz on cross-border tax matters in connection with a blockchain-based interactive platform for sports fans.
OBERSON ABELS SA
Regularly relied upon by cantonal and federal authorities, OBERSON ABELS SA acts on a myriad of corporate tax, customs duties, property taxes and IP related tax issues. Practice head Pierre-Marie Glauser demonstrates particular proficiencies in relation to corporate tax mandates. Veteran expert Xavier Oberson is a strong choice for a range of corporate and private clients, while other names to note include Jérôme Meyer and Alexandre Faltin.
Praxisleiter:
Pierre-Marie Glauser
Weitere Kernanwälte:
Xavier Oberson; Jérôme Meyer; Alexandre Faltin
Highlight-Mandate
- Representing a Swiss luxury company within the framework of Swiss administrative criminal proceedings for tax evasion according to Swiss VAT and customs laws.
- Representing a foreign company and its Swiss subsidiaries within the framework of VAT and income tax matters.
- Advised a client on a property transfer in exchange for shares in a collective investment scheme.
Pestalozzi
Praised for its ‘great know-how and network’, Pestalozzi combines its corporate tax and individual tax expertise to advise on a multitude of domestic and international scale mandates. The ‘deeply knowledgeable’ Jonas Sigrist is well-positioned to act on the full array of tax and corporate structuring issues. Internal tax expert Silvia Zimmermann is also recommended for her considerable knowledge of inbound and outbound tax planning, M&A and financial structuring.
Weitere Kernanwälte:
Jonas Sigrist; Silvia Zimmermann
Referenzen
‘The Pestalozzi tax team have a very international approach to client solutions. This is refreshing as many Swiss law firms only look at matters from a Swiss tax law perspective.’
‘Jonas Sigrist is highly approachable and is deeply knowledgeable on both Swiss and international tax matters. Solutions are delivered in straight forward language and conducted with ease from start to finish. Highly recommended.’
‘Jonas Sigrist is an excellent tax lawyer.’
Kernmandanten
Axa
Bank Julius Baer
Bank of America Merrill Lynch
Barclays Bank
BBVA Banco Bilbao Vizcaya Argentaria S.A.
Bloomberg Industry Group
BP Europa SE
Compass Gas & Energia
Eden Springs
GE
Glencore
Hansa Investment Company
Johnson & Johnson
JPMorgan Chase
Klarna Bank AB
Leclanché
Peek & Cloppenburg
Primo Water
Prudential Financial Inc.
PureGym
Sao Martinho
Shiseido Group
Sony Music
South Pole
Swisscom
The European Investment Bank
The Nielsen Company
Viatris (formerly) Mylan Pharma
Westinghouse
AXA
Bank Julius Baer
Highlight-Mandate
- Advised South Pole regarding new financing structures and regarding the implementation of a new long term incentive plan, which raised challenging and unique questions on the taxation of South Pole, of the investors involved in the new financing round, and of non-participating shareholders, and involved the obtaining of several tax rulings.
- Acted as lead counsel for the issuance of a euro medium term note program 2024, which has the extraordinary volume of up to EUR 10bn.
Schellenberg Wittmer Ltd
Spearheaded by Jean-Frédéric Maraia and Michael Nordin, Schellenberg Wittmer Ltd‘s breadth of expertise covers corporate tax, M&A, financial markets and customs advice, among an array of other tax related mandates, and the team is increasingly involved in complex tax audit issues. The team has a ‘very strong command of the field’. Maraia has recently acted for collective investment schemes, high net worth individuals and custodian banks, and Nordin principally focuses on finance industry-related issues. Pietro Sansonetti is a frequent port of call for auditing, litigation and enforcement work, while Danielle Hostettler excels on the private client side. Roland Wild and Arthur Magnin are also recommended.
Praxisleiter:
Jean-Frédéric Maraia; Michael Nordin
Weitere Kernanwälte:
Pietro Sansonetti; Danielle Hostettler; Roland Wild; Arthur Magnin
Referenzen
‘Thorough, in-depth mastery of the subject.’
‘Strong access to stakeholders (professional counterparts and administration) enhances efficiency in the execution of the mandate.’
‘The tax team provides advice efficiently in a cost-effective way.’
Kernmandanten
Barana Group
CIR – Compagnie Industriali Riunite S.p.A.
Credit Suisse
European Broadcasting Union
HSBC
International Committee of the Red Cross
Julius Bär
Swiss Re Group
Vontobel
Scor
AXA
Schroder Bank
Banco Santander
Swiss Life
Sowind Group
Reyl & Cie
ams-OSRAM AG
Teylor AG
Mirova
Reichmuth & Co
BNP Paribas (Suisse) SA
OC Oerlikon
Group SEB
CargoRoll AG
Axpo Solutions AG
CAT Financial Products AG
Highlight-Mandate
- Advised ams-OSRAM AG on all tax aspects in connection with its capital increase and issuance of senior notes.
- Acted as Swiss tax counsel to Zurich-based Teylor AG on its cooperation with Taurus SA regarding the issuance of privately placed structured notes to be used to finance SME private debt.
- Provided comprehensive tax advice to OC Oerlikon on its placement of CHF 340m dual-tranche senior unsecured bonds.
Tax Partner AG
Noted for its ‘exceptional collaboration, deep expertise and understanding of clients’ needs’, Tax Partner AG handles a significant volume of corporate, transactional and real estate tax matters, alongside compliance and transfer pricing issues. Natalie Dini, the ‘outstanding’ Stephanie Eichenberger and Patrik Schwarb lead the corporate tax team, Peter Vogt heads up the individual taxation offering, while Alberto Lissi and Silvan Guler helm the financial services department. Steering the real estate tax work at the firm is Stephan Pfenninger, while René Matteotti handles tax controversy issues, Monika Bieri spearheads the transfer pricing group, and Laurent Lattmann is the name to note on the VAT and customs side.
Weitere Kernanwälte:
Natalie Dini; Stephanie Eichenberger; Patrik Schwarb; Peter Vogt; Alberto Lissi; Silvan Guler; Stephan Pfenninger; René Matteotti; Monika Bieri; Laurent Lattmann
Referenzen
‘As Tax Partner has connections worldwide, and also the local Swiss partners do have a very deep knowledge of international fund structures, they are the perfect partners to work with us.’
‘Excellent energy industry knowledge. Technical know-how.’
‘Good know-how about current case law and good know-how about litigation strategy.’
Highlight-Mandate
VISCHER
Utilising its considerable technical expertise, VISCHER handles a steady stream of international tax planning, real estate transactions, wealth planning and tax litigation, and frequently acts for venture capital investors, corporates and start-ups. The team is recommended for its ‘highly solution-oriented approach’. Three key players operate at the forefront of the practice: Christoph Niederer, who is chiefly recognised in international financing transactions, Tobias Rohner, who is a highly capable practitioner in the sphere of VAT, and Nadia Tarolli Schmidt, who is fully immersed in the life sciences sector. Patrik Fisch and Adrian Briner are other names to note.
Praxisleiter:
Christoph Niederer; Tobias Rohner; Nadia Tarolli Schmidt
Weitere Kernanwälte:
Patrick Fisch; Adrian Briner
Referenzen
‘Christoph Niederer is excellent and is focused on pragmatic solutions. Patrik Fisch is extremely knowledgeable.’
‘Their tax team demonstrates a highly solution-oriented approach. Collaboration with them is constructive.’
‘Tobias Rohner has broad knowledge of tax law solutions for Swiss and foreign corporations as well as high net worth individuals.’
Kernmandanten
Bühlmann Laboratories AG
AUTOLUS LIMITED, London
T3 Pharmaceuticals AG
Swiss International Air Lines
ISP Securities AG
EBL (Genossenschaft Elektra Baselland)
Digital Wave Finance AG
Oculis Holding AG
Ikea Supply AG
Interchain AG
Additiv AG
Thommen Group AG
EuroAirport Basel Mulhouse
Informal Systems
Highlight-Mandate
ADB Altorfer Duss & Beilstein
With its ‘entrepreneurial thinking’ highlighted as a key strength, ADB Altorfer Duss & Beilstein is capable of covering the full gamut of tax work, routinely representing a varied client portfolio that spans publicly listed and private businesses alongside high net worth individuals and investors. Five key players lead the group: Fabian Duss, who is an expert in international corporate tax, Pascal Taddei, who is active across a variety of international tax law and private client work, Andreas Helbing, a highly capable practitioner across a range of cross-border matters, Jürg Altorfer and Urs Zeltner.
Praxisleiter:
Fabian Duss; Pascal Taddei; Andreas Helbing; Jürg Altorfer; Urs Zeltner
Referenzen
‘Small, but very strong team.’
‘They have a pragmatic and commercial approach to tax issues while ensuring all the detailed points are being addressed appropriately.’
‘We are mostly working with Jürg Altorfer who has deep experience.’
Kernmandanten
Wagner International AG
Swiss Re
Highlight-Mandate
Bratschi Ltd
Michael Barrot, who ‘can handle complex tax matters’, helms the group at Bratschi Ltd with his accomplishments in international tax administrative matters. The team is well-versed in advising on contentious mandates in the tax field and is routinely entrusted by medium-sized enterprises and listed companies for assistance with such issues. In addition, the team is fully immersed in the sectors of banking, retail and travel. Cédric-Olivier Jenoure maintains a varied practice that spans cross-border relocation, in-and outbound investments and succession planning, while Sascha Wohlgemuth demonstrates proficiencies in M&A, takeovers and wealth planning. Roland Böhi is adept at managing corporate financing, transfer pricing and litigation matters for a host of corporations and private clients.
Praxisleiter:
Michael Barrot
Weitere Kernanwälte:
Cédric-Olivier Jenoure; Sascha Wohlgemuth; Roland Böhi
Referenzen
‘The team has deep tax and technical knowledge.’
‘Michael Barrot is a very good tax lawyer who can handle complex tax matters and get difficult tax rulings with the authorities.’
‘Flexible, pragmatic and provide efficient solutions that make sense for the client and situation.’
Kernmandanten
Fundamenta Group
Serto Group
Lyktos AG
Ancient India Group AG
Schöpflin Stiftung (Schweiz)
Mental Capital
Viking Group
Cleeven Group
InveniAI LLC
Aetion Inc
VS Technology Corporation
Tennor Group
Olympia Group
Salut Mission Critical
Adecco Group
Novator Group
Banca del Ceresio
Preipart Group Ltd.
Highlight-Mandate
- Acted as tax advisor to Viking with respect to an existing employee participation programme under which shares were distributed to certain Swiss-resident key employees of Viking (C-level management) in the course of the IPO.
- Advised the Swiss-resident shareholders of Precipart Group Ltd with regard to the sale of its 100%-shareholding to Kohlberg Kravis Roberts & Co. by way of an auction process.
- Advised the owners of the independent asset manager Fundamenta Group on the sale of the real estate division to Swiss Prime Site (SPS), a leading real estate company.
CMS von Erlach Partners Ltd.
The ‘highly professional’ CMS von Erlach Partners Ltd. provides a full-service offering that encompasses international tax planning, M&A and finance transactions alongside wealth structuring, regularly operating for an array of private, public, and institutional clients. The practice is jointly led by Mark Cagienard, a capable practitioner in relation to finance and tax issues surrounding VAT, and Andrio Orler, a strong choice for those seeking assistance with M&A, wealth structuring and estate planning, among other issues. David Hürlimann is active across the full spectrum of corporate tax, while Sarah Busca Bonvin is well-positioned to represent clients in an array of cross-border transactions, employee-related tax issues and administrative mandates.
Praxisleiter:
Mark Cagienard; Andrio Orler
Weitere Kernanwälte:
David Hürlimann; Sarah Busca Bonvin
Referenzen
‘Highly professional team, very timely responses to requests, broadly connected to other specialists.’
‘Main contact is David Hürlimann who is very professional, very competent in Swiss, German and French tax law and with a high degree of social competence. Impressive personality.’
‘The team is very experienced and customer-oriented. I appreciate the fast turnaround time. The quality of the work is exceptional, and the cooperation is very professional.’
Kernmandanten
Bruker
Saint-Gobain
ISS
Ypsomed
Float Finance
Highlight-Mandate
- Representing a publicly-listed Switzerland-based industrial group on the establishment of a tax risk-monitoring programme relating to the US as well as jurisdictions in Europe and the Far East.
- Advising a Switzerland-based, publicly-listed client on taking advantage of transitional rules in view of new corporate income tax law relating to the valuation of goodwill and depreciation.
- Advised Ypsomed on the sale of its pen needle and BGM businesses to MTD.
Kellerhals Carrard
Frequently active on both a national and international scale, the ‘very knowledgeable’ Kellerhals Carrard capitalises on its experience in M&A, financing, indirect taxes and tax accounting to represent a multitude of SMEs, financial institutions and investors. Steering the department is Serge Migy, who frequently handles matters pertaining to the tax aspects of M&A, corporate restructurings and business relocations, and Regina Schlup Guignard, a highly experienced tax ruling negotiator. The ‘outstanding’ Giovanni Stucchi handles a significant volume of general tax planning, relocations and M&A. Other names to note in the practice include Costante Ghielmetti and Elga Reana Tozzi.
Praxisleiter:
Serge Migy; Regina Schlup Guignard
Weitere Kernanwälte:
Giovanni Stucchi; Costante Ghielmetti; Elga Reana Tozzi
Referenzen
‘Exceptional team.’
‘Giovanni Stucchi is an outstanding advisor. Very pleasant to work with!’
‘They are very knowledgeable, client oriented and reactive.’
Kernmandanten
Autajon Group
Arga Medtech SA
Axpo Grid
Banyan Software
Biognosys AG
Chartered Investment
CSD Group
European Club Association (ECA)
Ferrari Group
indie Semiconductor Inc.
International Federation of Volleyball (IOC federation)
Maglab AG
Man Group plc
UB Partner / Clark Group
Velocorner AG
Vaudoise Assurances
VW Volleyball World SA
Ypsomed Holding AG
Highlight-Mandate
- Advised the global Swiss private clinic leader in longevity CLINIQUE LA PRAIRIE SA on a sale and leaseback agreement with the German listed company Beiersdorf AG.
- Advised indie Semiconductor Inc. on the acquisition of privately held EXALOS AG.
- Advised Arga Medtech SA on a Series B funding round.
Ludwig + Partner Ltd.
Acting for clients that are operating across the sectors of healthcare, automotive and manufacturing, Ludwig + Partner Ltd. principally focuses on myriad corporate tax issues, corporate restructuring and real estate transactions. Hubertus Ludwig, who is notably experienced in an array of domestic and international tax law, leads alongside Beatrice Van der Haegen, who draws praise for her expertise in settlements, succession planning, and restructuring. Thomas Ziegler is particularly adept on the private client side, while Daniel Dillier contributes his M&A and real estate tax capabilities to the group. Another name to note is Karolina Dobry Oesch, a frequent port of call for inheritance law, estate planning and succession planning.
Praxisleiter:
Hubertus Ludwig; Beatrice Van der Haegen
Weitere Kernanwälte:
Thomas Ziegler; Daniel Dillier; Karolina Dobry Oesch
Referenzen
‘High level of expertise and good coverage in all areas of tax law. Outstanding commitment and availability of partners and lawyers.’
‘Very good national and international network for the involvement of additional experts where necessary.’
‘Good team spirit and motivation. Availability of all team members at all times.’
Kernmandanten
Bethesda Hospital and Age Care Group
University Hospital, Basel
Jesuits in Central Europe (Swiss Jesuits Association / Eunomia Association / Borromäum Association /Augustinus Association)
Keystone Development Group
Ophardt Hygiene Industrial Group
staBOO Holding AG
Brenntag Schweizerhall AG, Switzerland
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MLL Legal
Praised for its ‘excellent knowledge’, MLL Legal fields a wide-ranging offering that spans a litany of tax issues arising from digital marketplaces, capital market transactions and business restructurings for a diverse roster of private clients that includes sportspeople, artists and high net worth individuals. The practice is helmed by Thomas Nabholz, who is retained by corporate and private clients for assistance with a variety of tax workstreams, and Arnaud Martin, who possesses a wealth of experience in business restructurings, corporate financing and tax litigation. Another name to note in the practice is the ‘very technical and responsive’ Dimitri M Rotter, an expert on the contentious and VAT side of the tax arena. Markus Frank Huber is also recommended.
Praxisleiter:
Thomas Nabholz; Arnaud Martin
Weitere Kernanwälte:
Dimitri M Rotter; Markus Frank Huber
Referenzen
‘Excellent knowledge.’
‘We work with Dimitri Rotter. Great advisor.’
‘Dimitri is very technical and responsive. He has detected issues that were crucial for a transaction.’
Kernmandanten
Liontrust Asset Management PLC
NOVAVEST Real Estate AG
Acasus Group
Norwegian UHNWI families
Figment
Pyth Data Association
onocoy
ECO Inc and ECO Association
Highlight-Mandate
- Advised Liontrust Asset Management PLC, the offeror in the PTO regarding all shares of GAM Holding AG, whose shares are listed on SIX Swiss Exchange.
- Advised NOVAVEST Real Estate AG in connection with the takeover of SenioResidenz AG, whose shares are listed at BX Swiss, by Novavest Real Estate AG, whose shares are listed at SIX Swiss Exchange.
- Advised Figment in various regulatory and tax matters in the context of the launch through issuance of two exchange-traded products (ETPs) debuting on 12 March 2024 on SIX Swiss Exchange.
Riedweg & Partner AG
Noted for its ‘strong customer dedication’, Riedweg & Partner AG is entrusted by a range of blue-chip clients for assistance with financing and capital market transactions as well as international tax restructurings and strategy. Three key players lead the practice: Peter Riedweg, whose far-reaching expertise notably includes corporate reorganisations, private equity transactions and tax planning, Céline Martin, who is adept at managing successions and employee share plans as well as transfer pricing, and Laurent Riedweg, a litigation, compliance and planning expert.
Praxisleiter:
Peter Riedweg; Céline Martin; Laurent Riedweg
Referenzen
‘Peter Riedweg advises holistically on all tax and accounting matters.’
‘Strong customer dedication.’
‘A good mix of academic technical skills combined with pragmatic solution oriented-ness.’
Kernmandanten
Cactus Life Sciences
BNP Paribas
Sandoz Group AG
Swiss Prime Site AG
Barry Callebaut
Goldman Sachs, Jefferies and Zürcher Kantonalbank
Highlight-Mandate
- Acted as tax counsel for Perceptive Advisors and its affiliated funds in the acquisition of a portfolio of preclinical assets and the allosteric modulator drug discovery technology platform from Addex.
- Advised Cactus Life Sciences on the tax aspects of its cross-border acquisition of nspm and eluSCIdate.
- Advised Sandoz on the placement of EUR 2bn senior guaranteed bonds.
Wenger Vieli Ltd
Immersed in the industries of financial services, construction and pharma, to name a few, the ‘solution-oriented and efficient’ Wenger Vieli Ltd demonstrates a considerable arsenal of skills that extends across transfer pricing, reorganisations and structuring work on a domestic and international scale. The group is led by Bruno Bächli and Patric Eggler; the former is equipped to handle a host of tax structuring and wealth planning matters for entrepreneurs and wealthy individuals, while the latter frequently supports athletes, sports clubs and associations with a broad spectrum of tax advice. Seasoned practitioner Dominik Bürgy and Clara Bodemann are other names to note in the team.
Praxisleiter:
Bruno Bächli; Patric Eggler
Weitere Kernanwälte:
Dominik Bürgy; Clara Bodemann
Referenzen
‘Wenger Vieli provided invaluable assistance. Their expertise in tax compliance was instrumental in identifying and implementing the necessary precautions.’
‘The team’s efficiency, proactive communication, and seamless resolution of Swiss and US regulatory challenges were exceptional.’
‘As well as their technical skills, I really appreciate their ability to understand the practical aspects of our requests.’
Kernmandanten
Shareholders of Isovalent Inc.
3db Access
LatticeFlow
Alturos
4D Lifetec
Tradeplus24
Zurecon
Infare Solutions
Derma2go
IK Partners
42matters
CAOS
Highlight-Mandate
- Advised shareholders of Isovalent on Swiss and cross-border tax matters in sale of Isovalent to Cisco.
- Advised shareholders of 3db Access on Swiss and cross-border tax matters in sale of 3db Access to Infineon Technologies.
- Advised LatticeFlow on cross-border tax structuring in connection with a “UK flip”.
Wenger Plattner
Wenger Plattner continues to develop its strengths in international deal structuring and general M&A tax advice, adding on to its capabilities in private client, succession planning and employee share plan matters. Markus Mühlemann spearheads the practice, principally focusing on tax structuring, planning and real estate transactions. Oliver Künzler provides support to the group with his M&A and financing tax expertise, while Christian Martin Gutekunst is frequently retained by a diverse roster of private clients, companies and entrepreneurs.
Praxisleiter:
Markus Mühlemann
Weitere Kernanwälte:
Oliver Künzler; Christian Martin Gutekunst
Kernmandanten
AUDI
SIGNA Retail Group
VirtusLab Group
Highlight-Mandate
- Advised VirtusLab Group and its various subsidiaries with regard to tax and transfer pricing law.
De Gaulle Fleurance Genève
Patrice Lefèvre-Péaron, who is noted for his ‘cross-industry experience and strategic vision’, heads up the tax offering at De Gaulle Fleurance Genève, which covers a wide variety of tax mandates arising from the fields of financial services, healthcare and energy, with specific skills in relation to private equity transactions, joint ventures, and shareholder litigation, among other issues. Lefèvre-Péaron can be singled out for his cross-border capabilities and business tax work. Laure Rinchet is another name to note in the practice.
Praxisleiter:
Patrice Lefèvre-Péaron
Weitere Kernanwälte:
Laure Rinchet
Referenzen
‘Patrice Lefèvre-Péaron has cross-industry experience and strategic vision, alongside the capacity to integrate and transform complex problems into practical solutions.’
‘Efficient and professional.’
‘Great professional experience.’
Kernmandanten
AMSPEC
Banque cantonale de Genève
CA Indosuez Wealth (Europe) Luxembourg
Caudalie
Crédit Suisse
Engie
Firmenich
GiFi
Kepler Cheuvreux
OMNES EDUCATION
Planet (Formerly Hoist Group)
PRD
THOMSON Computing Metavisio
Valeo
Vicat
Vinci Construction
Wendel family
YORK CAPITAL US Investment Fund
Highlight-Mandate
- Acted as legal counsel to VALEO in the sale of its subsidiary Kuantic to Free2move, the Stellantis’ subsidiary dedicated to new mobility.
- Advising GIFI on the consolidation of its expansion in Switzerland by partnering with local managers.
- Advised Ingerop on its expansion in Europe with the acquisition of SGI Switzerland.
Eversheds Sutherland AG
Regarded as being ‘very knowledgeable and great to work with’, Eversheds Sutherland AG consolidates its expertise across tax issues surrounding M&A, private equity and blockchain projects. The group is helmed by Andrea Bätscher and René Schreiber; the former counts tax compliance, audit and M&A mandates in her key streams of work, and the latter is well-versed in international tax law, restructurings and succession planning.
Praxisleiter:
Andrea Bätscher; René Schreiber
Referenzen
‘Very efficient.’
‘Takes the client’s wishes fully into account.’
‘Very knowledgeable and great to work with.’
Kernmandanten
The Ardonagh Group
Alpiq Group
GFAG Group
Lux International AG
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FBT Attorneys-at-Law
While providing its clients with substantial patrimonial family law matters, FBT Attorneys-at-Law also handles a steady stream of restructuring, tax rulings, strategies and planning mandates. The team is well regarded for being ‘experienced and knowledgeable in Swiss and French tax matters’. Michel Abt, who frequently handles matters pertaining to wealth and estate planning, international successions and relocations, and seasoned practitioner Jean-Luc Bochatay, who handles a plethora of tax proceedings for a range of banks and private clients, co-lead the firm’s tax offering.
Praxisleiter:
Michel Abt; Jean-Luc Bochatay
Referenzen
‘Experienced and knowledgeable in Swiss and French tax matters, in particular in cases with international settings.’
‘Down to earth.’
‘Reliable and clever.’
Highlight-Mandate
- Advised a private client on the acquisition of the shares of a Swiss company, which itself holds a property in France.
- Advised a business management consultant firm on the tax consequences following the restructuring of the company.
- Advised a couple on the transfer of the assets of a French company owned by the husband, on the contribution to a holding structure, on tax deferral and on their relocation to Switzerland.
Gillioz Dorsaz & Associés
Nicole Fragnière Meyer leads the group at Gillioz Dorsaz & Associés, a team that is noted for its knowledge across M&A transactions, restructurings, and cross-border relocations of businesses, as well as day-to-day tax work. Fragnière Meyer is well-positioned to advise on tax litigation and is routinely entrusted by various clients for assistance with VAT issues. Alexandre Steiner is also recommended.
Praxisleiter:
Nicole Fragnière Meyer
Weitere Kernanwälte:
Alexandre Steiner