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Private Client & Estate Planning

Helping individuals, families and charities succeed in a complex and changing world.

Advice that makes a difference is based on a unique mix of legal skills, interdisciplinary thinking, a deep understanding of family dynamics and generations of experience.

Our Private Clients Team has unparalleled expertise in advising clients worldwide on contentious and non-contentious matters, covering the full range of legal issues our clients face.

We advise and represent private clients and their families, entrepreneurs, family offices, closely held businesses, charitable organisations as well as service providers such as banks and trustees. Among the families we advise, many have relied on our firm's services for several decades, some of them now in the third generation.

Apart from our experience and legal expertise, our clients appreciate our responsiveness and our ability to understand family dynamics.

Matters we assist our clients with include:

  • Administration and executorship of complex estates
  • Art collections (tax and succession planning concerning art collections)
  • Philanthropy and the formation of charitable organisations, including governance and management aspects
  • Estate Planning
  • Trusts and Foundations
  • Estate & Trust Litigation
  • Real Estate planning and transactions
  • Family Law
  • Relocation to Switzerland
  • Taxation aspects in relation to all the above

Top quality in every respect.

Chambers HNW guide 2018

Responsive, strategic and thorough.

Chambers HNW guide 2020

They are a very elegant firm with an excellent reputation.

Source in Chambers HNW guide 2020

They are the premier league.

Chambers HNW guide 2020

Is universally excellent, and is able to tackle high-value, complex matters.

Legal 500 2020

Achieving the best results for its often highly demanding clients.

Legal 500 2020

Stellar practice with a deep bench of excellent practitioners in Zürich, Geneva, Lugano and Zug.

Chambers Europe 2016

Sometimes they're on the other side, and they're always great to have as adversaries because they're smart.

Client in Chambers HNW guide 2018

My first choice for private client work.

Client in Chambers HNW guide 2018

One of the best firms in Switzerland and I would use them for a range of matters across the spectrum.

Client in Chambers HNW guide 2018

Bär & Karrer has a stellar private wealth offering with a deep bench of excellent practictioners.

Comment from Chambers Private Wealth Law 2017

The firm has huge experience in wealth planning, trusts and estate litigation and tax issues.

Comment from Chambers Private Wealth Law 2017

First class practice.

Legal 500 2016

It's a big and highly renowned firm, but whenever you deal with the lawyers you still receive a very client-focused, solution-focused and personal service.

Client in Chambers Europe 2016

Market-leading.

Legal 500 2017

A leading Swiss firm for tax and private client matters.

Chambers HNW guide 2019

A great team.

Interviewee in Chambers HNW guide 2019

Great international experience.

Chambers HNW guide 2019

Major presence in this market.

Chambers HNW guide 2019

Strong coverage in both the German- and French-speaking parts of the country.

Chambers HNW guide 2019

They have real bench strength.

Source in Chambers HNW guide 2019

Top quality in every respect.

Chambers HNW guide 2018

Responsive, strategic and thorough.

Chambers HNW guide 2020

Ranked in Tier 1 by Chambers HNW and Legal 500

Chambers HNW and Legal 500 2020

Ranked in Tier 1 by Chambers HNW and Legal 500

Chambers HNW and Legal 500 2020

Ranked in Tier 1 by Chambers HNW and Legal 500

Chambers HNW and Legal 500 2020