Find Lawyers in Switzerland for Wealth Management Practice
Oliver Arter’s practice focuses on private clients and their advisers (banks, family offices, foreign advisers) in all aspects of domestic and international wealth planning. He also specialises in banking, asset management and regulatory matters. Oliver Arter became Of Counsel in June 2009. His work involves representing and advising private clients on the structuring of assets (trusts, foundations, international business corporations), domestic and international estate planning, divisi...
Mark Barmes is a senior counsel at our Geneva office, where he is a member of the Litigation and Arbitration and Private Clients groups. Mark contributes actively to the field of wealth planning in Switzerland, particularly in connection with trusts and trust disputes. He also acts for international organisations in employment disputes before the Administrative Tribunal of the International Labour Organization. Mark Barmes studied economics and law at the University of Queensland, Brisbane, A...
Frédérique Bensahel is considered as a leading lawyer in the banking and financial sector in Switzerland. As Partner at FBT and head of its Banking and Finance group, Frédérique Bensahel advises Swiss and foreign financial institutions, in particular banks, asset managers, brokers, dealers as well as investment funds and fund managers on all regulatory and contractual issues. Frédérique Bensahel’s practice covers, in particular, fund and structu...
Jamar E. Brown is a member of the Litigation and Arbitration and Private Clients groups in our Geneva Office. His diverse practice focuses on dispute resolution and international aspects of private client work. Jamar represents international organisations in employment disputes before specialised administrative tribunals including the Administrative Tribunal of the International Labour Organization. He also acts in internal investigations, disciplinary matters, and proceedings before internal...
Serge Calame co-heads the firm’s private clients practice group. His main areas of practice are international estate and tax planning where he provides broad expert advice to sophisticated international private clients and family offices, with a special focus on corporate and contractual issues to family owned businesses and entrepreneurial ventures. Serge Calame has been nominated in 2012 in Legal Week’s “Elite” International Trusts & Private Client and again in 2...
Partner Pierre Ducret is a partner and co-head of the Private Clients and Sports Law departments of CMS von Erlach Partners. He advises and assists clients in complex litigation, mainly in civil and commercial matters, usually with international ramifications. He is particularly active in the field of inheritance law. He also acts as counsel or arbitrator in international arbitration proceedings. In addition to his dispute resolution practice, Pierre Ducret advises his clients on wealth and e...
Patricia Guerra is head of the private clients team in Zurich and head of the Latin-America desk of the firm. She has extensive experience in advising UHNW and HNW individuals and families in all personal matters and matters concerning family assets as well as in philanthropic endeavours. Patricia Guerra continuously deals with cross border issues and regularly takes on the legal leadership necessary to coordinate teams across various jurisdictions. She is fluent in English, Spanish, German a...
Bernard Lachenal heads MLL’s arbitration and litigation practice in Geneva. He is specialized in Swiss and international dispute resolution in relation to private banking and private clients. He acts on behalf of private and institutional clients before state courts and arbitration panels in complex proceedings with international ramifications.
As Chief Executive Officer, Christian Lyk is responsible for the operational management of KENDRIS and also holds the position of Responsible Officer FATCA. He has extensive experience in regulatory and compliance matters and specialises in providing cross-border financial, tax, estate planning and family office services to ultra-high net worth individuals (UHNWIs). Christian Lyk began his career in a law firm before joining one of the Big 4 where he held a managerial position in the field of...
Dr. Lucien Masmejan is a partner heading up our Private Clients group in Geneva and Lausanne. He is widely considered one of Switzerland’s leading lawyers in private client matters and chairs the board of L&S Trust Services SA. Lucien's main practice area is private clients and this encompasses tax law and real estate, as well as general contractual and corporate matters. He advises Swiss and international families and privately owned companies, as well as their owners which include...
Philippe Pulfer is widely recognised as one of Switzerland’s leading private client lawyers and, for nearly 20 years, has been constantly top-ranked by all major professional directories. He is, according to Chamber HNW, ‘the go-to person in Switzerland’ in his area of practice and has been described by Legal 500 as 'one of the most knowledgeable trust and private client practitioners in Switzerland'. He has been included in the Legal Week Private Client Global Elite since t...
Dr. François Rayroux is partner based at our Geneva office and head of the Asset Management group. He advises a number of Swiss and international financial institutions in all banking, asset management and regulatory matters, in or outside insolvency, whether in the context of transactions or not, focusing on regulatory issues, asset management, financial services, contractual arrangements and distribution and financial products and services of all types, including in particular deriva...
Heini Rüdisühli is a deputy managing partner at our Zurich office, where he leads the Private Clients practice group. His main field of activity is national and international tax planning for private individuals and the taxation of corporate reorganisations and acquisitions. Heini also specialises in inheritance law, succession planning and the executorship of estates, and has a broad knowledge of trusts.
Olivier Sigg is a partner in the Private Clients team as well as an experienced employment lawyer. He heads our Geneva office. He is known, both in Geneva and in London, where he worked for one year, as an expert in complex crossborder matters and is regularly instructed by foreign lawyers, in particular from common law jurisdictions. Olivier Sigg’s private client practice includes various estate-planning techniques. In particular, as a TEP expert, he specialises in trusts, foundations,...
Partner Certified Specialist SBA Inheritance Law Tobias Somary heads the private client team of the firm. He specialises in the area of estate and succession planning, prenuptial agreements, estate administration, inheritance disputes, foundations & trusts, charities, art, private banking laws, and in- and outbound relocation. After having worked with a large Zurich law firm (Baer & Karrer) in 1998 and 1999, Tobias Somary joined CMS in 2000. In 2004 he completed post-graduate studies ...
Léonard Stoyanov is a member of the dispute resolution group. He advises clients on non-contentious contractual and corporate law matters. He also represents local and international clients before Swiss State courts and arbitral tribunals in international disputes. His practice covers a broad spectrum of commercial disputes across various industry sectors including the banking and hedge fund industry, the automotive and pharmaceutical industries and extends to assisting clients in the ...
Julien Tron is a partner of the private clients practice group of MLL in Geneva and has been working with the firm since 2012. He has a strong focus on estate and succession law, real estate and tax issues. Julien Tron has also a valuable experience in complex and mostly international succession and collar-crime litigation with multiple parties involved. After growing up in Italian-speaking southern Switzerland, Julien obtained a law degree at the University of Basel (magna cum laude). He eve...
Kinga M. Weiss is a partner and co-chair of the Private Clients team of Walder Wyss. She primarily devotes her time to domestic and foreign private clients, banks and family offices. Her areas of expertise are centered around both private clients and entrepreneurs in matters of inheritance law, including marital property law, relating to estate planning, business succession and execution of wills. Cross-border cases account for the bulk of her field of action. Besides, she also supports clien...
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