«Rules serve the implementation of law, however not of justice.»

• Current-state analysis of tax and social insurance aspects encompassing familial and professional situation
• Tax planning for purchase/sale as well as administration/renovation of property
• Tax planning for acquisition/divestment of participations and securities
• Inheritance and donation tax, consulting and execution
• Advice in questions of domicile from a tax perspective, in addition to inter-cantonal and international tax apportionment
• Analysis and advice vis-à-vis the 2nd and 3rd pillars of pension provisions (tax optimization for payment and payout planning)
• Family office services

• Preparation of tax filings
• Working out of tax apportionment
• Support in assessment processes
• Reclaiming of national and foreign withholding tax
• Creation of voluntary disclosures for private individuals and heirs

• Handling immigration and migration of natural persons
• Processing lump sum taxation

• Annual statement of accounts design
• Restructurings
• Tax-privileged entities
• Property gains, real estate transfer and property taxes
• Renovations / liquidations
• Support of employers and employees with international assignments and relocations
• Tax and social insurance law judgements on various compensation models (Employee participation plans)
• Advice and handling of value added and withholding taxes, as well as issuing and operational levies

• Business incorporations
• Creation of tax-optimized and business transfer concepts
• Inheritance and social insurance legal analysis and consultancy
• Restructuring of corporate bodies
• Transformation of sole proprietorships/associations into corporate bodies
• Contractual execution and implementation of succession structures
• Sale of companies
• Tax due diligence reviews
• MBO

• Preparation of approvable expense regulations
• Preparation and implementation of employee participation programmes 
• Creation of provisional decisions and rulings
• Drafting of opinions and risk analyses

• Preparation of tax returns for all tax types
• Preparation of intercantonal allocations of taxes
• Reclaiming dividend tax and foreign withholding tax

• Advice and support for immigration of persons and setting up foreign companies
• Fatca-AIA
• Transfer pricing

• Comprehensive advice on meeting requirements and proposed assessed tax valuations
• Protection of interests in contentious proceedings before all tax authorities
• Legal representation at cantonal and federal courts
• Representation in matters of supplementary tax, administrative fine and criminal tax proceedings

• Comprehensive advice on meeting requirements and proposed assessed tax valuations
• Support in tax audits
• Protection of interests in contentious proceedings before all tax authorities Legal representation at cantonal and federal courthouses
• Representation in supplementary tax, tax evasion and other criminal tax proceedings

Are you currently considering how to approach your estate planning? A cornucopia of complex questions merits consideration, dependent upon your needs, your familial and professional situation. For example, it is necessary to determine in what form you wish to transfer your estate to your heirs. Should certain assets be transferred to the next generation during your lifetime? Would you like to maintain right of use of these assets? We will advise you competently and discretely on such areas as:

• Estate planning, drawing up of testaments and contracts of inheritance
• Advising on matrimonial property regimes, creation of marriage contracts
• Administration and allotment of estate assets
• Execution of wills
• Succession planning for family businesses

Whether your firm is still young or already a well-established player: there are always many-faceted questions to answer. How do you wish to be organized, to present yourself to the outside world? Which legal structure is most appropriate for your company and business activity? Or are you in the process of preparing a sale? We will gladly advise you with know-how and commitment. Our range of services:

• Expert support for start-ups and re-establishments
• Consulting and administration of businesses
• Development of bylaws and regulations
• Supervision of restructurings
• Divestiture and liquidation of companies
• Related legal fields such as tenancy and labour law
• Corporate administration, corporate compliance, board mandates

Are you looking to establish a foundation with a charitable purpose? Should this begin its activity during your lifetime or after your passing? There is a lot to take into account – especially from a tax perspective - for a charitable institution, properly established and registered, is freed from general corporate income and capital taxes.

Our team of distinguished foundation law professionals and tax experts will advise you competently and with dedication.

With increasing age, the capacity of human beings to make a rational judgement tends to wane.
For this reason, an adult guardianship law has been in effect in Switzerland for several years now. Parallel to this, a new authority has been created: The Child and Adult Guardianship Agency. For people who can no longer request assistance for themselves, this agency determines what measures are to be taken for them – and by whom. With a health care proxy, it is you who determines which persons are authorized to care for you in such a case.

A second example: After the death of a father it is conceivable that the KESB might assume guardianship of the underage children – and the surviving wife is unable to dispose independently of assets left to her. To avoid such situations, prudence requires advance arrangements for the most important matters at hand. Our services include:

• Health care proxy
• Patient's provisions
• Economic provisions
• Guardianship mandates

Our accreditation as a financial intermediary allows us to carry out payment transactions for our clients as a corporate organ. Our specialists will be glad to support you in the following areas:

• Board mandates
• Handling personal payment transactions
• Accounting
• Investment management