Private Client

Overview Philanthropy Art

For more than 50 years our private client team has been advising private individuals, families and business owners in every aspect of their lives to protect their interests with regards to their wealth, estate and business.

  • Together with our tax team we assist clients with their tax-efficient wealth planning and ensure a long-term protection of assets. Our practice covers the establishment and administration of trusts, family foundations, international companies and holdings, private investment companies and funds or the establishment of a family office.
  • We also provide support with succession planning within the context of a business. We advise clients on the appropriate tax-optimised corporate structure, draft the necessary contracts with family members or third parties and advise  clients on financing.
  • If a client decides to get married or move in with a partner, we can assist with all related issues to protect each party’s interests once the marriage or cohabitation takes place, typically through enactment of a marital, registered partnership or cohabitation agreement.
  • Our team assists clients planning their estate, including drafting of last wills and other testamentary dispositions, and representing clients in all inheritance law proceedings before courts and authorities. We can also handle estate administration and act as executors or court-appointed heirs’ representatives.
  • In order to maintain self-determination in the event of incapacity and medical measures, we assist clients with drafting protective orders and living wills. On request, we can also act as guardians and help to protect underage children.
  • We assist clients with obtaining the necessary residence and work permits in Switzerland. Furthermore, our team assesses a client’s tax situation and optimises it (including lump-sum taxation) and provides support in the acquisition of real estate.

Philanthropy

We provide support in realising philanthropic and charitable projects. Together we will find the appropriate structure (foundation, association, non-profit company), advise you on the necessary governance and, if possible, ensure tax exemption.

Art

We advise parties on all legal aspects relating to the art market, international transactions in works of art, cultural property, artists and museums. Familiar with the mechanisms of the art market, our Art Law Team represents auction houses, museums, artists and their estates, collectors, galleries, cultural public institutions and art and antiquities dealers.

FRORIEP > What do we do?

What do we do?

We work in a spirit of openness and collaboration to put our best resources at every client’s disposal.

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