01
Understanding wealth and objectives
We identify the persons, assets, countries, existing structures and intended effects.
EXPERTISE · FAMILY, INHERITANCE & WEALTH
Structuring wealth with legal clarity and a long-term perspective.
We advise private individuals and families on legal matters relating to shareholdings, real estate, foundations and intergenerational wealth arrangements. Estate planning, governance and international aspects are considered as part of the process.
How can we support you?
Assets are spread across several structures
Ownership, control, documents and responsibilities should be made transparent.
What we do for you
Clearly defined services.
Overview of structures and documents
We organise shareholdings, real estate, foundations, contracts and responsibilities.
Foundation law structuring
We advise on purpose, organisation, governing bodies, asset dedication and governance.
Family Governance
We develop legal rules for information, decision-making, conflict and generational transition.
Succession & gifts
We align transfers, estate planning and control with personal objectives.
International coordination
We handle Swiss legal matters and coordinate foreign, tax and fiduciary specialists.
STRUCTURE SERVES PURPOSE
Private wealth planning does not begin with a product, but with an intention.
A structure is meaningful only if it fits the family, the assets, control, timing and the desired flexibility. We make binding effects and governance visible before long-term decisions are taken.
How we work
02
Comparing structures
We classify legal options, commitments, governance and succession consequences.
03
Implementing and coordinating the structure
We prepare documents and bring together the agreed specialists.
Considered in context
Estate planning
Wealth structures must be consistent with wills, inheritance contracts and compulsory portions.
Association and foundation law
Foundation purpose, governing bodies and supervision require a legally sound organisation.
Banking, finance & fiduciary services
Banking, tax and fiduciary matters may be relevant to the establishment and ongoing administration.
Personally responsible
The right expertise. The right point of contact.
Private clientsFoundation lawInheritance lawCorporate law
Knowledge & tools
Current articles, updates and tools on the topic.
Family GovernanceFoundationWealth structureGiftSuccession
FAQ
Frequently asked questions
Your contact
Olivia Moser (formerly Baumann)
Attorney at law
Should private wealth be structured clearly and for the long term?
We combine purpose, governance, succession and international connections into a legally robust arrangement.