Private Clients

Integrated advisory services

We advise entrepreneurs and high-net-worth individuals on national issues. We also consult and cooperate with specialists and authorities outside Switzerland with regard to international matters. Tax planning is at the forefront of the advice we provide.

Succession, estate planning and executorships

We advise clients on succession planning, focusing on customised solutions. We assist, for example, in drafting and implementing agreements on lifetime gifts, matrimonial property agreements and deeds of inheritance, wills and estate distributions. Other key areas include establishing foundations and serving on foundation boards as needed. We cooperate closely with corporate and tax specialists to ensure fully integrated business succession planning  and implementation. If it is not possible to find amicable solutions with the parties or authorities involved, we assist clients in enforcing their rights in civil and administrative proceedings.

Law on the protection of adults

We prepare advance care directives and living wills tailored to our clients’ individual needs. These ensure that business and private transactions can still be carried out even if the person concerned is prevented from acting for medical reasons or due to absence. In our capacity as agent or court-appointed deputy, we help to implement the arrangements that have been agreed.


Contact

Further specialists

Publications

Schott-Morgenroth Katja / Tschirky Nicole

Newsletter 1/19: Foundations: Tips for founders and foundation boards
If, in addition to benefi tting family and friends, some of the assets of a person’s estate are intended for charitable purposes, foundations are often considered as possible recipients of these funds. It may, in some cases, also be necessary to transfer a proportion of the assets to a foundation or to set up a foundation while the person is still alive.

Barth Salome / Künzler Oliver / Mader Sereina / Schott Eva / Schott-Morgenroth Katja / Schüpfer Urs / Tobler Daniel

Praxisratgeber zur Planung und Strukturierung der Unternehmensnachfolge
Vertrags- und gesellschaftsrechtliche Umsetzung / Güter- und erbrechtliche Umsetzung / Steuerliche Umsetzung

Künzler Oliver

Planung und Strukturierung der Unternehmensnachfolge – vertrags- und gesellschaftsrechtliche Umsetzung
Die Unternehmensnachfolge ist eine der wichtigsten langfristigen unternehmerischen Aufgaben in einem KMU. Die Nachfolgeproblematik betrifft eine Schnittstelle im Leben des Unternehmers, welche verschiedenste Teilaspekte betrifft. Es gibt dabei zahlreiche Interessen zu berücksichtigen, namentlich in Bezug auf Vorsorge und Vermögen, Familie, das Unternehmen selbst, dessen Angestellte, Lieferanten und Kunden, sowie die Banken.

Barth Salome / Tobler Daniel

Newsletter 1/16: Estate planning - an evolving process
Personal estate planning is a constantly evolving process. It is essential to review and adjust existing arrangements regularly to reflect any changes in your personal circumstances and financial situation. Current need for action may in particular be identified with regard to the dealing with digital data, gifts and loans as well as occupational benefits schemes.



All publications