Private Clients

Products & experience

Our key areas of activity are:

Relocation of private individuals and companies to and from Switzerland:

  • Overseeing the relocation of private individuals to Switzerland, including choice of suitable place of residence or second place of residence
  • Providing advice on lump-sum taxation and implementation
  • Relocation of companies to Switzerland, including choice of suitable domicile
  • Amending pre-existing (international) agreements to the new Swiss situation and conditions, including changes to succession arrangements
  • Providing advice on work and residence permits (where necessary)
  • Filing applications for Swiss citizenship and relinquishing foreign citizenship
  • Planning and advice in connection with social security issues
  • Planning and implementing national and international relocations outside of Switzerland

Advice on inheritance, family and property law in connection with succession planning:

  • Drafting wills (handwritten or publicly notarised), deeds of gift and/or inheritance and renunciation of inheritance agreements, and marital contracts
  • Planning the establishment of foundations, trusts and declared offshore structures
  • Serving as executor of wills and testaments
  • Providing in-court and out-of-court representation in inheritance and succession disputes

Advice on corporate successions:

  • Choosing the corporate legal form and structure
  • Changes of registered office, changes in legal form, reorganisations and liquidations
  • Drafting shareholder agreements and advising on other corporate succession measures
  • Assumption of directorships and foundation board mandates

Tax advice:

  • Providing tax advice and assistance in conjunction with all the above-mentioned services
  • Obtaining tax rulings where considered necessary or useful
  • Representing clients in dealings with the tax authorities, particularly in assessment proceedings and appellate proceedings up to the Federal Supreme Court
  • Providing second opinions on tax consequences and risks of structures recommended by banks, family offices etc.
  • Reviewing tax returns completed and submitted by tax advisors, banks etc.
  • Completing tax returns, in particular in complex cases or where there is an international dimension
  • Representing clients in voluntary tax self-disclosures and in additional tax and penal tax proceedings.