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

Gabrieli Daniel

Statutenänderungen bei Familienstiftungen
In: Der letzte Wille, seine Vollstreckung und seine Vollstrecker, Festschrift für Hans Rainer Künzle, 2021, S. 277 ff.

Gabrieli Daniel

Betreibungsort bei einer Forderung gegen den Nachlass
In: successio 2021, Nr. 3/21, S 240 ff.

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.

Künzler Oliver / Mader Sereina / Schüpfer Urs

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



All publications