Advisory services relating to trusts and foundations form an integral part of the estate planning services offered to our clients. They include tax planning for donations between living persons and provisions for death.
Our specialised lawyers often act as executors pursuant to testamentary dispositions. Their work specifically includes the procedures for calling heirs of the competence of the court of first instance, the measures for the administration and preservation of the estate as well as the distribution of assets in accordance with the wishes of the deceased.
Our team provides advice on all the aspects relating to the Swiss Civil Code, in particular dealing with distribution of assets to heirs, the use of the available share, the status of the awards made among living persons and issues arising from international private law.
One of the key activities of our Private Clients’ team is the "Family Office", especially as regards restructuring of estate and improvement of management and administration through a centralisation of services and monitoring of third party professionals (banks, wealth managers, accountants, etc.)
We advise our clients in estate planning by structuring and preparing wills, succession agreements, prenuptial agreement, donations or gifts, constitutive deeds and articles of association for foundations (including family foundations).
Our Firm intervenes in the context of important disputes associated with trusts, in Switzerland and abroad representing trustees or beneficiaries.
Following a survey of 7’200 attorneys, 450 in-house lawyers, the general counsels of the 500 largest companies in Switzerland and clients, Borel & Barbey was ranked in 2018 one of the best law firms in succession law (Recognition "Best law firm 2018" awarded by Bilanz and Le Temps).