Private Clients and Family Offices

We provide comprehensive advice to wealthy individuals, entrepreneur families and family offices on all matters related to wealth creation, asset protection and succession planning. We combine our extensive experience in tax law, real estate, inheritance law and foundation law with a deep understanding of individual needs. Thanks to our in-house notary office, we efficiently and discreetly implement the required measures - all from one source.

Do you want to take up residence in Switzerland? We are happy to help you - whether it is under the lump-sum taxation regime, taking up residence as an entrepreneur or executive with a work permit. We can also assist you with asset structuring and tax optimization before and after moving to Switzerland.

Your individual needs are important to us. We advise you effectively and proactively and offer tailor-made solutions.

Our range of services

Cross-border structuring of assets, estate planning, as well as lifetime asset transfers and gifts. We focus on asset protection and prudent tax planning.
Assistance with taking up residence in Switzerland under the lump-sum taxation regime, as an entrepreneur or executive with a work permit.
Advising foundations of all kinds, including corporate foundations, foundations with charitable purposes, family foundations, and trusts, especially in the establishment, restructuring, and dissolution processes.
Consultation and drafting of marriage and inheritance contracts, wills, advance directives, and living wills, as well as estate execution, inheritance administration, representation of heirs, and inheritance law proceedings.