High net worth / Private client
Our advice to high net worth individuals or private clients is based on a practical legal approach, from both a national and international perspective.
We have vast experience in accompanying families with a long history and presence in multiple jurisdictions.
One of the hallmarks of our practice is its strong international scope. Our specialised wealth tax offices in Zurich and San Diego, together with our offices in Spain, allow us to offer highly qualified advice to clients with complex cross-border structures and needs, which is a USP of our practice.
Our approach to work is based on exhaustive knowledge of the applicable civil and tax legislation: we advise on all aspects related to Personal Income Tax, Inheritance and Gift Tax, Wealth Tax, as well as the Solidarity Tax on Large Fortunes.
We work closely with our clients, their families and their advisory teams to understand and refine their short- and long-term goals, identify and address their concerns and design a practical, efficient and robust succession plan tailored to their circumstances. The responsible preservation of wealth, with a generational perspective, is an essential issue that requires precise and personalised treatment.
