Private Wealth
Practice Group
Our Private Wealth Group covers the full range of contentious and non-contentious private wealth legal issues. We are highly skilled in advising individuals and families in their planning and structuring of private wealth and business assets, wealth preservation, continuity of family businesses and smooth succession. We advise and represent individuals, families and closely-held family businesses, banks, family offices and trust companies in estate and inheritance planning, and in disputes and litigation. We work in close collaboration with our firm’s tax, banking, corporate and real estate practice groups.
Expertise
We have extensive experience in:
- Estate planning and structuring of private wealth and business assets
- Administration of trust and estates
- Governance structures (including family constitutions) for the efficient transfer of wealth and control of family businesses
- Inheritance disputes: complex national and international trust and estates litigation matters
- Philanthropy: establishment, governance and management of charitable organisations and all issues related to philanthropic giving
- Family office establishment and governance and related regulatory advice
- Immigration: residency planning and relocation, pre-immigration restructuring, tax ruling negotiations and marital property and estate planning
- Art-related legal advice and support to art institutions, collectors, artists, galleries, art dealers, auction houses and insurers on the entire range of art-related legal matters, including acquisition and sale, structuring of art collections and litigation
- Legal advice on acquisition, sale and financing of unique assets such as real estate, yachts and private jets
Contact
Partners
Full Team
Highlights
The intentionally defective grantor trust: a strategy for Swiss resident US persons engaging in US gift tax exemption planning
28.09.2024
In: Trusts & Trustees
Dr. Guillaume Grisel's Swiss residency article featured in IMI Daily
24.08.2024
Guillaume Grisel's article "Everything you need to know about getting residency in Switzerland" was featured in IMI Daily, the Investment Migration Industry's Newspaper of reference.
Schellenberg Wittmer's Private Wealth Team Ranked Top Tier by Chambers & Partners 2024
18.07.2024
Schellenberg Wittmer's Private Wealth team is once again ranked as a top tier firm in Chambers & Partners High Net Worth Guide 2024.
Awards & Recognitions
The group and leading practitioners are highly ranked and recognised among leading law firms in global directories and publications:
- Chambers Global in International Private Clients and HNW guide
- Legal 500 in Private Clients
- WWL Switzerland and across WWL Private Clients international guide
- WWL Switzerland Firm of the Year Private Clients
- Seven-time winner at the Wealthbriefing Awards
- Private Client Global Elite
- Citywealth Leaders List
- Commended in the Financial Times Innovative Lawyer Report