Private Clients

Our Private Clients Team offers comprehensive and bespoke advice to entrepreneurs and families. Our clients include family offices, trustees, financial institutions and other service providers, foundations, members of management, as well as board of directors and foundation council members.

Succession Planning | Wealth Protection

We use our expert knowledge and vast experience to provide comprehensive advice to families, private individuals, entrepreneurs and companies on all legal and tax aspects related to:

  • Cross-border structuring of wealth
  • Estate planning und asset protection
  • Testamentary wills and inheritance agreements
  • Pre-nuptial and post-nuptial agreements
  • Family constitutions and family governance
  • Execution of wills and estate management
  • Contentious estates
  • National and international tax advice, including inheritance tax and gift tax

Relocations | Change of Residence

We provide advice and support with international relocations to high net worth individuals and management employees. Our core competences include:

  • Residence planning
  • Lump-sum taxation
  • Residence and work permits
  • Naturalization

Foundations | Trusts

We advise all types of foundations, including those with an entrepreneurial, charitable or mixed purpose, family foundations and trusts. We provide advice on all legal and tax issues that may arise. Our core competencies include:

  • Establishment, dissolution and reorganization of foundations and trusts, including underlying assets
  • Charity and venture philanthropy
  • Tax planning

Other Core Areas

We have comprehensive know-how in other legal fields, especially in connection with real estate, art, luxury goods, and sports. Our core competencies include:

  • Real estate transactions (Lex Koller | Trusts)
  • Art collections and investments, cultural assets
  • Protection of children and adults