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.
Private client in Switzerland
Bär & Karrer Ltd.
Practice head(s):
Tina Wüstemann; Daniel Leu
Other key lawyers:
Daniel Bader; Ruth Bloch-Riemer; Aurelie Conrad Hari; Hanna Brozzo; Christina Rüdisühli
Testimonials
‘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’
‘Ruth has deep knowledge of tax, especially the interaction of trusts with Swiss taxation. She is conservative in outlook without being over-cautious; Tina has years of experience of disputes on inheritance, capacity issues etc’
‘The private client 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 have had very good experiences with the following employees in various projects: Daniel Bader, Ruth Bloch-Riemer, Hanna Brozzo and Christina Rüdisühli. They work very quickly, reliably and to an extremely high standard. We highly recommend working with them. ’
‘Brilliant lawyers who have a commercial problem solving approach coupled with oodles of emotional intelligence – perfect for dealing with private clients ’
‘Tina Wuestemann – simply the best. Daniel Bader and Daniel Leu – super bright and an absolute delight to work with. Just on it.’
Work highlights
- 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 Eckert, Alexander Greter and Nathalie Vetsch-Cevallos. Alexandra Hirt is also a ‘go to’.
Practice head(s):
Lucien Masmejan; Heini Rüdisühli
Other key lawyers:
Daniel Schafer; Jean-Blaise Eckert; Alexander Greter; Alexandra Hirt; Nathalie Vetsch-Cevallos; Geraldine Auberson
Testimonials
‘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.’
‘Top of the line service, combined with vast experience working with UHNWI in Switzerland and abroad.’
‘L&S are a great contact to have in Switzerland for private client work. They have a large team of tax & contentious experts who react promptly and efficiently. They understand and work with offshore trust practitioners very well, especially in Guernsey and Jersey. ’
‘Without a doubt one of the most respected teams by those of us who practice in the US and regularly need to collaborate with Swiss counsel on private client matters.’
‘First class advice on private client tax and succession matters. Prompt and very personal service’
‘The team is certainly the most experienced and well-regarded for international wealth matters in Zurich. It is made up of uniquely bright and dependable people, with an excellent balance of experience at different levels.’
Work highlights
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.
Practice head(s):
Andrea Dorjee-Good; David Wallace Wilson
Other key lawyers:
Guillaume Grisel; Grégoire Wuest; Bernard Vischer; Caroline López Nagai; Livio Kaspar; Fabianne de Vos Burchart; Luc Thévenoz
Testimonials
‘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. ’
‘Andrea Dorjee-Good is outstanding and an expert in all trust and estate matters. ’
‘Excellent reputation. Well rounded knowledge including on international matters.’
‘David Wilson – simply the best lawyer in Switzerland in his area’
‘Schellenberg Wittmer’s Private Client team is clearly one of the strongest in the market, with leading experts in areas such as wealth structuring, succession planning, trusts and estates, as well as financial regulation. ’
‘With experts such as Guillaume Grisel, Fabianne de Vos Burchart and – last but certainly not least – Luc Thévenoz, it really is the A team for trusts and successions. ’
Key clients
Rhone Trust & Fiduciary Services SA
NBK Banque Privée (Suisse) SA
Rhone Trustees (Switzerland) SA
Work highlights
- 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.
Practice head(s):
Kinga Weiss; Philippe Pulfer
Other key lawyers:
Robert Desax; Olivier Sigg; Ayesha Curmally; Fouad Sayegh
Testimonials
‘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.’
‘Philippe Pulfer – the big cheese of the Swiss private client world. Carries huge authority and gravitas, and exceptionally good with clients.’
‘Kinga Weiss is very multicultural and industrious as a bee. She has a considerable knowledge in cross border matters and international wealth planning.’
‘Private clients will feel at home with WW, as they offer solutions rather than reading you the law; prudent yet resourceful advice and capacity to understand and move quickly on many complex international issues, great huge network and tried and tested colleagues’
‘Philippe Pulfer is without a doubt one of the top 3 private client lawyers based in Switzerland, offering sound advice in an elegant manner but with force and defending one’s client’s rights and interests like a lion on a 24-7 basis’
‘They are first rate and we have worked with them, both in the litigation and on cross-border tax and trust planning, on a number of very significant and interesting matters for many years. We place Walder Wyss at the top tier of the firms with which we work regularly in Switzerland on private client matters for important clients.’
Work highlights
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.
Practice head(s):
Elliott Murray; Lyubomir Georgiev; Marnin Michaels
Other key lawyers:
Caleb Sainsbury
Testimonials
‘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. ’
Work highlights
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.
Practice head(s):
Michael Wells-Greco; Mark Summers
Other key lawyers:
Alice Martin; Grégoire Uldry; Robert Avis; Sirin Yüce
Testimonials
‘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’
‘The private client team is quite sophisticated. Of course they work according to the international standards but they add an approach which shows they high skills and brilliant approach to the matters.’
‘Very personal approach, fast and straightforward advice, solutions oriented, pragmatic, excellent network to find the right person for the client and issue’
‘They are lucky to have a number of highly motivated, experienced and extremely competent staff members, at all levels from Associate right through to Partner.’
‘The team has real strength in depth, from top to bottom, and an ability to combine practice areas and jurisdictions seamlessly. An outstanding international reach that makes them the natural port of call in the most complex of cross-border matters.’
‘Rob Avis is the complete package – he combines fantastic judgement and deep knowledge of the law with an approachable manner and unwavering commitment to his clients. A go-to for any matter with English and Swiss crossover.’
Work highlights
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.
Practice head(s):
Tobias Somary; Pierre Ducret
Other key lawyers:
Louise Lutz Sciamanna; Lukas Brugger
Testimonials
‘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’
‘Responsiveness – Experience – Great technically but ability to focus on practicalities (Lukas Brugger in particular)’
‘Tobias Somary in Zurich is my primary contact. He has a keen understanding of what makes clients tick, and how best to realize their vision, in addition to possessing technical expertise in cross-border estate administration and estate planning. Very practical. ’
‘The team stands out for their knowledge in the field of cross-border estate planning and foundation law issues; with Lukas Brugger who joined the team recently, they gained an additional expert in the field of foundation law. ’
‘Tobias Somary stands out for his expertise in cross-border estate planning. He enjoys an excellent reputation among the inheritance law specialists in Switzerland. The same is true for Louise Lutz Sciamanna, who is an absolute pleasure to work with’
‘The CMS private client team is a pleasure to work with. They have a broad expertise in cross-border matters, particularly at the intersection of Switzerland and Germany.’
Work highlights
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.
Practice head(s):
Michael Fischer, Samuel Ramp, Marc Buchmann
Other key lawyers:
Manuel Frei; Tendon Dahortsang
Testimonials
‘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. ’
‘Michael is super smart, an absolute pleasure to work with and certainly one of Switzerland’s top private client lawyers. Samuel is a superb tax specialist with special know-how in Swiss real estate taxation. Marc is one of the up-and-coming private client specialists, a rising star. He is quick, responsive, efficient, and bright. ’
‘We have worked well with Marc Buchmann, who assisted us in relation to a relocation of a Belgian family to Switzerland. He is highly reliable and responsive and has a very practical approach to matters.’
‘Partner work without delegation and loss of time to re explain to a changing team and pragmatic solutions are rare, Michael Fischer is a class act and his tax and legal practice is Swiss but his outreach is truly global, a pearl amongst personal advisers’
‘I think their tax team is unique due to their very good knowledge and handling of Swiss tax authorities. This is very important in Switzerland, as the tax authorities are relatively open to a cooperative approach, if you push the right buttons and speak their language. This team is great at that. ’
‘I can only speak about Samuel Ramp who is a master in tax authority handling. He has also a good feeling for priorities and a realistic approach to things, no fuss over unnecessary details. ’
Work highlights
- 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.
Practice head(s):
Claudia Suter
Other key lawyers:
Gabrielle Nater-Bass; Tobias Kaufmann; Stefanie Pfisterer; Tanja Niederer
Testimonials
‘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’
‘Very precise legal analysis, solution finders, they ask the right questions, great availability, efficient and straight to the point’
‘Gabrielle Nater-Bass has excellent legal analysis skills and is able to define legal strategies in complex situations very quickly and with a clear implementation plan ’
‘Responsive, knowledgeable, and a pleasure to work with, the Homburger Private Client Team are quick to form a view on complicated matters and are excellent at communicating and justifying the view that they have taken. They are very comfortable working on trust matters, including matters involving multiple-jurisdictions and so their involvement in a matter is always a benefit to the client.’
‘Gabrielle Nater-Bass: Gabrielle is hugely well-regarded in the Swiss market and beyond. She is exceptionally sharp and practical and is quick to get to the heart of any issue. She works very well as part of a multi-jurisdictional team and is very solutions-oriented.
‘Claudia Suter: Claudia is my “go to” on matters of Swiss tax, whether involving trusts with Swiss connections, or individuals relocating to Switzerland. Her advice is clear and quickly delivered. She is practical and always a pleasure to work with. ’
Work highlights
- 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.
Practice head(s):
Patricia Guerra; Serge Calame
Other key lawyers:
Julien Tron; Maud Udry-Alhanko; Dmitry Pentsov; Julie Wynne
Testimonials
‘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’
‘Patricia Guerra is a class act from top to bottom. 100% focussed on her clients’ best interests even if that can mean delivering tough messages. She gets to the nub of the issue swiftly and with clarity and vision. Clients value her guidance and expertise at the very highest levels, nothing is too complex. ’
‘MLL has impressive expertise in acting for private individuals in disputes concerning their structures and private affairs. They are expert at dealing with difficult clients and complex situations with an international element.’
‘Every individual I have worked with at MLL is thoughtful, personable, and very client focused. I always feel comfortable referring clients to them, knowing they will be in good hands regardless of which specific attorney at MLL they work with. ’
‘Julien Tron – is extremely talented, thorough and interested in the client – he is one of very few go to people that speak, converse and write 5 languages effortlessly – great dedication to find solutions that move things further, helping/coaching clients to also understand/see viewpoints from another angle!’
‘Maud Udry-Alhanko is certainly one of the best family lawyer in Geneva for international wealthy clients.’
Work highlights
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.
Practice head(s):
Catherine Grun Meyer; Thomas Graf
Other key lawyers:
Thomas Hochstrasser; Daniel Antognini; Mirjam Vögeli
Testimonials
‘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.’
‘The NKF Private Client Partner – Catherine Grun – has a blend of technical, strategic, and communication skills which always find solutions. Her private client law knowledge is outstanding.’
‘Thomas Hochstrasser is for me the best lawyer I have ever worked with and his whole team in the Private Clients department follows his philosophy with the aim of exceeding all expectations of the client. His outstanding expertise combined with his interlinked thinking and unique network make it possible to achieve the best solution for us as clients. All in all, I can’t imagine a better legal advisor.’
‘Niederer Kraft Frey’s private clients department is highly regarded for its extensive knowledge and its capability of handling complex domestic and cross-border matters. Their experienced lawyers are able to successfully cover a variety of issues such as private wealth services, estate and tax planning and succession. They are extremely reliable and therefore a genuine pleasure to work with. ’
‘Mirjam Vögeli is a counsel in NKF’s private client’s department and is specialised in advising high net worth individuals and family businesses in both national and international matters in the field of inheritance law, private wealth and succession planning. She is a hard-working, pragmatic and highly responsive professional in her field.’
‘NKF excels in financial services, disclosure law and labour law, deeply understanding and representing our business context. Their advice is precise, grounded in law, and market practices, yet communicated clearly for laymen. This approach educates us, speeding up future business. They handle further queries with patience and respect.’
Work highlights
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.
Practice head(s):
Oliver Widmer; Christophe Emonet
Other key lawyers:
Michael Lips; Larissa Rickenbacher; Jonas Sigrist
Testimonials
‘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.’
‘Jonas Sigrist is a quick and excellent tax lawyer with high technical skills.’
‘The team we work with were professional and experienced. The primary practice strength was their ability to talk straight. The process was efficient and the answers were known. ’
‘Larissa Rickenbacher was spot on and her advice was exceptional. Michael Lips had the answers and he was clear and valuable. We made the decision not to invest in the property given their excellent advice.’
‘I like the portfolio approach for my varied concerns so that I may stay with one law firm.’
‘Thorough, collaborative with other disciplines and jurisdictions, and no delays in communication.’
Key clients
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
Work highlights
- 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.
Practice head(s):
Jean-Luc Bochatay; Pascal Cano
Other key lawyers:
Michel Abt; Frederique Bensahel
Testimonials
‘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.’
Work highlights
- 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.
Practice head(s):
Georgia Fotiou; Andreas von Erlach
Other key lawyers:
Michael Hamm
Testimonials
‘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.’
‘The attorneys working at Staiger Attorneys at Law Ltd have strong legal and commercial expertise. Andreas von Erlach and Michael Hamm and their private clients team show an outstanding mix of legal skills, interdisciplinary thinking, and understanding of family dynamics.’
‘The skill of the team is exceptionally good. Highly professional, extremely precise and reliable.’
‘Georgia FOTIOU is fantastic to work with! She is well rounded, smart and result oriented. She is friendly and has a very positive approach in the way she approaches adverse situations. She is very loyal and always enthusiastic to provide her support.’
‘Hands-on-practice, seasoned and deeply experienced, yet willing to look at new topics.’
‘Andreas von Erlach is a very senior private client attorney with lots of experience, very good understanding of client’s matters/needs and goals. He is responsive and acts in a very senior way.’
Key clients
Nesinco Group Ltd.
Andritz Soutec Ltd.
L.A.M. Les Arts Mécaniques SA
New Energy Horizons Ltd.
Private Capital Partners Ltd.
Hegeler Carus Foundation
Work highlights
- 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.
Practice head(s):
Filippo Th. Beck
Other key lawyers:
Daniel Gabrieli; Simon Schweizer; Michael A. Schifferli
Testimonials
‘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.’
‘My professional experience with Wenger Plattner related to the company’s expertise in two specific fields: administration of non-profit foundations and monitoring of cultural policy committees’
‘The partners at Wenger Plattner have shown exceptional talent in recognising specific problems and managing necessary processes competently and diplomatically’
Key clients
Bosniaken Institut;
Stiftung Adil Zulfikarpasic, Zurich
Work highlights
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.
Practice head(s):
Bruno Bächli; Michael Huber
Other key lawyers:
Dominik Bürgy; Joël Doswald; Urs Landolf
Testimonials
‘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’
‘Bruno Bächli is a great tax advisor, very knowledgeable and has a problem solving approach.’
‘I have been working with Michael Huber on a complicated inheritance dispute in which Michael is the lead attorney and the coordinator of a group of counsels. Michael of course knows a lot about inheritance law, but really outstanding are his qualities in handling a group of people (own clients, related parties, counsel) with sometimes diverging interests.’
‘A lot of experience especially in cross-border cases, very good responsiveness; good combination of tax and civil law expertise’
‘Bruno Bächli is very experienced and also finds very good solutions’
Work highlights
- 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.
Practice head(s):
Ingmar Snijders
Other key lawyers:
Michael Suter; Roland Böhi
Testimonials
‘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.’
‘Bratschi Ltd is a long-established firm based in Switzerland, who provide a broad range of legal services in Switzerland. They’re responsive, highly knowledgeable and professional. They’re determined to achieve the client’s objects and form a tight knit team, putting the client’s needs first. ’
‘Ingmar J.M. Snijders and Ivo Hungerbühler are flexible and have good minds with up-to-date knowledge of the law and business. They are both very experienced and have a good knowledge of the law and practice in various other countries, which is indispensable for international matters and invaluable in working out cost effective strategies.’
‘As a client, I can confidently say that this practice stands out due to its personalised, client-centric approach and exceptional expertise across multiple areas of law both locally and internationally’
‘What truly sets the individuals I work with apart is their exceptional level of personal engagement and responsiveness. Unlike many competitors, they treat every matter with the urgency and importance it deserves, regardless of its size or complexity. This boutique approach gives me direct access to senior team members who not only know my business inside and out but are always available to address my concerns or questions.’
‘Ingmar Snijders: very experienced, great network with HNWIs’
Work highlights
Kellerhals Carrard
At Kellerhals Carrard, Ingrid 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.
Practice head(s):
Ingrid Iselin; Annette Spycher
Other key lawyers:
Nicolas Gillard; Frédérique Flournoy; Delphine Steiner; Annemarie Streuli
Testimonials
‘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. ’
‘Ingrid Iselin is an outstanding partner and a specialist in inheritance matters. She was member of the expert committee of Switzerland‘s Office for Justice on the revision of Switzerland‘s inheritance law. She is fluent in German and English and very much appreciated by her clients for her straight to the point communication and her legal background.’
‘One of the top private client firms in Switzerland. The lawyers are all top notch and fearsomely bright.’
‘Very intelligent and strategically astute.’
‘The Family Team in the Private Client Department were quick, responsive and effective in obtaining a Swiss Freezing Order.’
‘Annette Spycher was just brilliant in obtaining the Swiss Freezing Order. She knows the law and procedure in Switzerland almost backwards, responds to emails by return and speaks and writes English perfectly. We cannot recommend her more highly.’
Work highlights
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.
Practice head(s):
Werner Jahnel; Sandrine Giroud
Other key lawyers:
Sébastien Zulian; Andrea Florin
Testimonials
‘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.’
‘This firm is a fighter. As a disputes specialist it is top of its field and many people are also involved in international organisations making it well connected and a force to be reckoned with.’
‘Sandrine Giroud is forensic, sharp and very driven. My clients love working with her.’
‘The team works as a complete unit and are not only attentive but emotionally sympathetic to the client’s needs and circumstantial situation. They go well beyond the normal call of duty.’
‘Werner Jahnel and his associate Andrea Florin work uniquely in providing a tailored service. They both are not only attentive but emotionally sympathetically responsive to the particular circumstantial situation at hand. They go well beyond the normal call of duty, both in effort and accommodation of client’s needs to an extent that is unimaginably human focussed.’
‘An extremely focused and considered approach to contentious matters. ’
Work highlights
- 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.
Practice head(s):
Beat Baumgartner
Other key lawyers:
Anais Naescher
Testimonials
‘People, knowledge’
‘Top advisor: Beat Baumgartner’
‘Highly professional and skilled people. ’
‘Very professional but also empathetic. Innovative and creative in problem solving. ’
‘Loyens & Loeff teams are very well structured and integrated. It is clear that they endeavour 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.’
‘Their professionals are very well prepared and specialised. Beat Baumgartner, for example, makes the difference when dealing with private clients that require technique and a clear approach to complex matters.’
‘Technically skilled, pragmatic, international outlook and network.’
‘Beat Baumgartner is one of the quickest thinkers I know. He is focused on solutions, has a good understanding of what families want and is internationally well connected. His advice does not stop at the border of Switzerland!’
Key clients
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
Work highlights
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.
Practice head(s):
Balz Hoesly
Other key lawyers:
Christoph Nater; Christoph Rechsteiner; Alexandra Geiger; Marcel R. Jung
Work highlights
- 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.
Practice head(s):
Stephanie Jarrett
Testimonials
‘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.’
Work highlights
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.
Practice head(s):
Sandra Spirig; Daniel Stoll; Pius Bumann
Other key lawyers:
Thomas Loher
Testimonials
‘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’
‘Pius Bumann (very good inheritance lawyer, very practical) Sandra Spirig (very good inheritance lawyer, broad experience)’
‘Excellent collaboration, I appreciate the knowledge and experience of entire legal team, their proactive approach, engagement and responsiveness.’
‘Daniel Stoll is a highly qualified and experienced lawyer. He is responsive, business-oriented and proactive with an outstanding eye for detail.’
‘Direct contact and pragmatic approach, business oriented ’
‘Professionality , flexibility, solution oriented’
Work highlights
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.
Practice head(s):
Lorenz Baumann
Other key lawyers:
Marco Frigg; Manuel Mühlestein; Matthias Heusser; Dominique Ott
Testimonials
‘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.’
Work highlights
- 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