Private Client & Estate Planning
Tina Wüstemann
Tina Wüstemann heads the private client team. She advises Swiss and foreign private clients, executives as well as entrepreneurs regarding complex estate and succession planning matters including trusts, prenuptial agreements, wills and relocations to Switzerland. Tina Wüstemann also advises charitable foundations and represents clients in contentious trust and estate matters as well as the administration of large international estates.
Tina Wüstemann publishes regularly and frequently lectures on trust and estate matters in Switzerland and abroad. She is chair of the Zurich Annual Conference on International Trust and Inheritance Law Practice and serves as board member in several international charitable organizations, as member of the advisory board of the Department of Economics, University of Zurich and as board member of the ETH Zurich Foundation.
The STEP Private Clients Awards recognized Tina Wüstemann 2022 as "Trusted Advisor of the Year". She was further awarded with the Europe Women in Business Law Award 2022 as 'Best in trusts & estates', marking the sixth time she has received this recognition following 2021, 2020, 2019, 2017 and 2014. In Chambers and Partners HNW Guide 2022, Tina Wüstemann is listed in Tier 1 for Private Wealth Law in Switzerland. Tina Wüstemann has been awarded by Who's Who Legal as Private Client Lawyer of the Year 2021 (global) and Lawyer of the Year 2019 (Switzerland), and she is listed as Thought Leader in Global Elite 2021 (Private Client), Global Leader 2021 and National Leader Switzerland 2021 (Private Client). Furthermore, Citywealth names Tina Wüstemann as Women of the Year 2021 at the Citywealth The Magic Circle Awards 2021 and in 2020 as one of the Top 100 trust litigators and lists her among the Top Ten Powerwomen Trust Litigators worldwide. Citywealth further awarded her in 2018 with gold as "Woman of the Year - Leadership (Professional Services)".
Daniel Leu
Daniel Leu advises private clients and family offices on wealth and succession planning, on the handling of estates, in connection with foundations and trusts and on questions in connection with the place of residence. Other areas of work include advising clients who buy or sell real estate in Switzerland and art law.
Daniel Leu is a Certified Specialist SBA Inheritance Law and publishes regulary in the field of inheritance law. He has published extensively and frequently lectures on trust and estate matters in Switzerland and abroad. In addition to his practice, Daniel Leu is a lecturer at the University of Muenster, Germany (Master of Law in Inheritance Law & Corporate Succession).
Daniel Leu is recommended by Chambers and Partners, Who is Who Legal, Legal 500 as well as by the Legal Week Private Client Global Elite Directory.
Daniel Bader
Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.
He comprehensively advises private clients, executives and entrepreneurs in tax and legal-related questions including successions planning, compensation plans and private wealth structures.
Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.
Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA. He is listed as a leading lawyer by Chambers, Legal 500 and Citywealth. Furthermore, Who's Who Legal 2018 recognizes him as expert in the practice areas "Private Client" and "Corporate Tax".
Aurélie Conrad Hari
Aurélie Conrad Hari leads the civil litigation practice of Bär & Karrer in Geneva, where she has been a partner since 2017. She has a broad experience in handling complex multi-jurisdictional disputes in financial, banking and commercial disputes. She also specializes in private clients' assistance and representation.
Her practice encompasses shareholders' and employment disputes, insolvency as well as asset recovery, with the recognition and enforcement of foreign judgments and arbitral awards. She also frequently acts as counsel representing parties in commercial arbitration related to various industries, eg, sale, distribution, agency, construction (including power plants) and energy. Additionally, she conducts internal investigation on specific fact findings and compliance issues upon instructions from clients or supervisory authorities.
Aurélie Conrad Hari is a regular speaker and publisher on topics of her expertise. She is co-chair of the officers of the commissions committee and member of the Extended Bureau of the International Young Lawyers Association and chairs the Expert Forum on Dispute Resolution established by the Geneva Bar Association in 2017.
Who's Who Legal lists her as a leading lawyer in litigation, asset recovery and as a future leader in arbitration. She is also recognized by Chambers and Partners and Legal500 for her litigation practice as well as by Leaders League, the Global Elite Private Client Directory as well as Citywealth where she is featured in in the IFC Powerwomen Top 200 since 2018.
Ruth Bloch-Riemer
Ruth Bloch-Riemer’s practice focuses on domestic and international tax law.
She regularly advises Swiss and foreign high net worth individuals in all taxation matters. In particular, she supports clients with regard to wealth and succession planning, the structuring of charitable contributions, questions in the context of the taxation of art and artists, and questions within the field of the domestic and international structuring and coordination of their pension and social security.
Furthermore, Ruth Bloch-Riemer is advising domestic and international companies and managers in all taxation and social security matters particularly in the context of compensation, i. a. within employee participation schemes, and in the development and implementation of complex domestic and cross-border pension solutions.
In her areas of practice, Ruth Bloch-Riemer supports clients both in the context of compliance work and non-contentious procedures as well as in the context of litigation vis-à-vis domestic administrative and judicial authorities.
Ruth Bloch-Riemer regularly publishes and speaks at conferences on tax and social security matters. She serves as an expert for the oral Swiss tax expert examinations.
Matthias Bizzarro
Matthias Bizzarro is a certified tax expert and a lecturer in tax law at the University of Applied Sciences and Arts of Southern Switzerland (SUPSI). Matthias Bizzarro's practice focuses on all aspects of domestic and international corporate tax law and tax planning for Swiss and foreign private clients.
He also advises in matters of general contract law, corporate and commercial law, regularly providing advice on corporate transactions (including start-up financing rounds).
Matthias Bizzarro is also experienced in advising private clients in civil legal matters, with a focus on estate and wealth planning, as well as relocations to Switzerland.
Finally, in the past ten years he has gathered broad experience in representing corporate clients and individuals in front of Cantonal and federal courts, in particular in tax and administrative cases.
He regularly speaks and publishes articles on topics within his practice areas.
Hanna Brozzo
Hanna Brozzo is a lawyer and tax expert and Partner in Bär & Karrer’s tax team. With more than 15 years of work experience, Hanna Brozzo has specialized in domestic and international tax matters for Swiss and foreign private clients. Her tax practice includes, in particular, wealth and estate planning (including trusts and family foundations), business succession, employment (including social security), relocations and tax residency questions. She further advises and represents charitable foundations regarding tax-exemptions and supports clients in all matters relating to tax-related questions around real estate (private and commercial) and tax compliance. With broad litigation experience, both on the side of a court and as a party representative, Hanna Brozzo regularly represents clients in tax matters before Swiss authorities and courts
Hanna Brozzo regularly publishes and speaks at domestic and international conferences on tax matters. She has been awarded Silver as "Lawyer of the Year – IFC" at the Citywealth Future Leaders Award in November 2024.
Team Services
Advice that makes a difference is based on a unique mix of legal skills, interdisciplinary thinking, a deep understanding of family dynamics and generations of experience.
Our Private Clients Team has unparalleled expertise in advising clients worldwide on contentious and non-contentious matters, covering the full range of legal issues our clients face.
We advise and represent private clients and their families, entrepreneurs, family offices, closely held businesses, charitable organisations as well as service providers such as banks and trustees. Among the families we advise, many have relied on our firm's services for several decades, some of them now in the third generation.
Apart from our experience and legal expertise, our clients appreciate our responsiveness and our ability to understand family dynamics.
Matters we assist our clients with include:
- Administration and executorship of complex estates
- Art collections (tax and succession planning concerning art collections)
- Philanthropy and the formation of charitable organisations, including governance and management aspects
- Estate Planning
- Trusts and Foundations
- Estate & Trust Litigation
- Real Estate planning and transactions
- Family Law
- Relocation to Switzerland
- Taxation aspects in relation to all the above