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Drafting of Wills, Succession Contracts, Pre-Nuptial Agreements, Inter-Vivos Gifts and (International) Estate Planning

Our Private Clients team regularly advises Swiss and foreign clients resident in Switzerland in connection with the drafting and optimisation of testamentary dispositions and marriage contracts. We discuss individual personal and family requirements with a view to documenting the wishes of our clients in the best possible manner from a legal perspective. Whether our clients' focus is on providing as generously as possible for a surviving spouse or partner, on the retention of family assets or on arranging for an equitable distribution of the estates of both spouses or partners during their marriage, we will do our best to assist them in achieving their goals.

Execution of Wills, Estate Administration, Distribution among Heirs

Our specialists regularly act as executors of wills and administrators of estates and, given their years of experience, are also appointed as experts by external executors of wills and estate administrators to support them in whatever complex legal matters that may arise.

Judicial and Extra-Judicial Representation in Inheritance disputes

We advise Swiss and foreign clients in inheritance disputes and also represent them before Swiss courts. We regularly prepare legal opinions in this field or act in the background as so-called “coaches”. We support the involvement of mediators to resolve family or inheritance conflicts.

Advising and Legal Representation in Court concerning Trust and Foundations-Law Disputes

Private clients, family offices and trust companies are advised and represented by us in court with respect to trust and foundations-law disputes. Thanks to our long and intensive work with these succession-planning structures – whether in an advisory capacity or within the framework of judicial or extra-judicial disputes – and the additional qualifications obtained in the Anglo-Saxon legal systems, we are very well prepared to handle demanding cases in this field from anywhere in the world.

Departure and Arrival Planning

Whenever private clients leave or arrive in Switzerland, there is a need to check the existing marriage and estate planning arrangements as well as the pension and fiscal planning against the background of the legal framework of their new country of residence. In addition to private individuals, we also advise charitable trusts and foundations on all matters that may arise in this context. Our specialists from other areas also provide advice in connection with work permits and related matters for EU or non-EU nationals.

Philanthropy

We advise Swiss and foreign clients in relation to the setting-up of charitable foundations and trusts as well as on regulatory and fiscal matters arising in this context. We also serve as members of the board of trustees in non-profit foundations.

Advising and Legal Representation of Private Banks and Independent Asset Managers

In a changing environment we regularly advise private banks and asset management companies in all legal matters relating thereto.