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...

A Senior Counsel at Lenz & Staehelin, Mark Barmes contributes actively in the field of wealth planning in Switzerland and particularly in connection with trusts and trust disputes.Mark Barmes also acts for international organizations in employment disputes before the Administrative Tribunal of the International Labour Organization. Mark Barmes studied economics and law at the University of Queensland, Brisbane, Australia. He is qualified as a solicitor in Australia (1987) and in England a...

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...

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 considered as a leading lawyer in private client matters in Switzerland. Head of the Private Clients group in Geneva and Lausanne, he chairs the board of L&S Trust Services SA. His main practice area is private clients, with a broad scope including tax law, real estate as well as general contractual and corporate matters. Lucien Masmejan advises Swiss and international families or privately owned companies as well as their owners, amongst whom a number of HNWIs. He ...

Frédéric Neukomm is a certified tax expert in the Geneva office. His main areas of work are company tax law and tax law for high net worth individuals. He also works in the fields of banking and finance. Frédéric Neukomm graduated from the University of Fribourg (2000) and studied Law at Georgetown University (2003). He was admitted to the Geneva Bar in 2005. Frédéric joined Lenz & Staehelin in 2005 and became a Partner in 2013.

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 the head of the Investment Management group of Lenz & Staehelin in Geneva. He advises a number of Swiss and international financial institutions in all banking, asset management and regulatory matters, with a particular focus on fund management and distribution as well as all types of financial products, in particular derivative instruments. Considered as a leading lawyer in banking and asset management law in Switzerland, François Rayroux has been co...

Heini Rüdisühli is a partner in the Zurich office, where he leads the Private Clients practice group. His main field of activity is national and international tax planning for private individuals as well as taxation of corporate reorganizations and acquisitions. In addition, Heini Rüdisühli specializes in inheritance law and succession planning as well as executorship of estates. He has a broad knowledge of trusts. Heini Rüdisühli completed his studies in Bern an...

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 ...

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...