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Private Clients

Wealthy private individuals are not simply a homogeneous target group, but personalities with their own life plan. No life is the same as another. Each one is complex. To enable our clients to focus on the things that matter to them, we advise them in connection with the preservation, administration and transfer of their assets during and beyond their lifetime. We have a long tradition of working in this field and for us it implies a partnership based on stability and mutual trust.

Our Private Clients services include

  • Succession and estate planning in the Swiss and international context as well as succession planning in family businesses, including family governance
  • Testamentary contracts and assets agreements, wills and donations, trusts and foundations, the execution of wills, estate administration, estate distributions
  • Representation and advice in Swiss and international disputes relating to estate and inheritance matters or trusts and foundations as well as international divorce proceedings
  • Changes of residence within Switzerland and abroad
  • Protection of children and adults/powers of attorney

We advise you

Feel free to contact us

Ralph Butz

Senior Counsel

Urs Brunner

Senior Counsel

Our Private Clients team

Urs Feller

Partner

Marcel Frey

Counsel

Corinne Nobs

Counsel

Tis Prager

Senior Counsel

Martin Heisch

Associate

Markus Seglias

Counsel (Tax)

Publications

Subject: Corporate & M&A, Private Clients, Tax
Autor: Mark Meili, Markus Seglias
Paper: Prestige Business
Reading time: 3 Min

Corporate succession planing

Subject: Private Clients
Autor: Mark Meili

Revision of inheritance law and company succession

Subject: Private Clients
Autor: Mark Meili

Settle the succession already during lifetime

Subject: Private Clients, Tax
Autor: Roland Böhi, Urs Feller, Daniela Solinger
Paper: NZZ
Reading time: 4 Min

The new trust law put to the test

Subject: Private Clients
Autor: Urs Feller, Corinne Nobs

Revised inheritance law enters into force on 1 January 2023