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Find Lawyers in Zürich, Switzerland for Wealth Management Practice
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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...
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...
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...
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.
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 ...
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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