Professional&Know-How

Inheritance & Estates / Trusts & Foundations (Private Clients)

Arrange your inheritance and succession and you can look to the future with peace of mind. Together with you, we will work out tailor-made solutions that meet both your requirements and the needs of your family. In doing so, we consider not only your personal concerns and wishes, but also your family circumstances and your individual internal company aspects.

The many years of experience of our inheritance specialists, tax experts and company law experts ensure that you will receive a legally sound and pragmatically feasible inheritance and succession solution. We are also happy to support you in the handling of your estate as an executor of your will. We draft marriage and inheritance contracts, formulate wills and help protect assets (asset protection). We take care of the establishment of foundations, trusts and companies, which we also manage and administer on request.

We can also provide competent advice in complex international family relationships by drawing on our proven worldwide network of inheritance and tax law specialists.

Your Team

Partner

Dr. Natalie Peter

Partner

Rolf Schilling

Partner

Dr. Julian Kläser

Counsel

Dr. Claude Blum

Counsel

Dr. Florian von Meiss

Associate

Sandra Gulich-Merrad

Trainee

Maimuna Jobarteh

Trainee

Shpresa Merdzani

Our competencies at a glance:

  • Matrimonial property law (marriage contracts)
  • Inheritance law (inheritance contracts, wills)
  • Establishment and supervision of corporate and family foundations
  • Establishment and supervision of charitable foundations and other charitable organisations
  • Establishment and management of trusts, e.g. as trustee or protector
  • Purchase and sale of real estate at home and abroad
  • Investment and asset structuring through companies, foundations and trusts
  • Estate planning
  • Living wills
  • Planning and implementation of partner and spouse companies
  • Endowments / gifts
  • Tax consulting (incl. lump-sum taxation)
  • Corporate succession
  • Provision orders
  • Execution of wills
  • Taking up residence by moving to Switzerland
  • Transfer of residence within Switzerland or abroad

Updates on Inheritance & Estates / Trusts & Foundations (Private Clients)

14.02.2024
News, Alert

The Canton of Zurich is strengthening its position as a hub for foundations

The Canton of Zurich is strengthening its position as a hub for foundations. With over 2,200 charitable foundations and an estimated total wealth of over 18 billion Swiss francs, Zurich is the largest foundation location in Switzerland. However, in the past, Zurich’s strict requirements for tax exemption compared to other cantons led to a decrease in its attractiveness as a foundation location. This is now changing.

15.12.2021
News

Our new partners and attorneys for YOU

Precise in legal questions - pragmatic in solution finding - partnership in style

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23.10.2024
Publications

Tax procedure in the event of an individual’s death in Switzerland – an overview

The death of a close person is a far-reaching event that brings tremendous grief for the relatives. Following the bereavement, the relatives must assume a range of tasks and obligations. The tax liability of the deceased ends with his death. The tax relations of the deceased are transferred to the heirs, which is why they are required to take care of a number of procedural duties relatively quickly following a brief period of reverence. The heirs must deal with tax claims relating to the ended tax liability of the deceased as well as tax claims concerning inheritance. This article explains key aspects of the tax procedure in the event of a bereavement in which civil law naturally plays a significant role.

30.07.2021
News, Publications

Recognition of foreign family foundations in Switzerland

Swiss Family Foundations are not commonly used for asset protection or estate planning purposes due to a de facto prohibition of family maintenance foundation. Since families are often spread over different countries and continents and assets are located in various jurisdictions, contributions of assets to a foundation may very well be an optimal solution, also because these assets no longer fall within the scope of the estate. For this purpose, foundations are set up in jurisdictions like Liechtenstein.

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