Continental Thinking

Most people understand the importance of having a will and estate plan to safeguard their family's future. However, unless the process is made easy and affordable, more often than not, making a will remains, perennially, on the ‘to do' list. This is all the more likely when the variations are made more complicated because a member of the family is a US person.

Our dedicated US tax and estate planning team in Switzerland has in-depth experience across all the issues that can arise, including:

  • International tax and wealth planning
  • Pre-immigration tax planning
  • Real estate acquisitions and dispositions
  • Tax compliance, including voluntary disclosure
  • Trusts Foundations and family partnerships
  • Charitable donations and lifetime gifts
  • Wills
  • Expatriation
  • Regulatory impacts, including FATCA.

Integrated US/Swiss estate planning

Families are increasingly mobile and international. In the midst of this mobility, they often acquire real estate, business interests or other assets in numerous countries. This usually creates complex tax and estate planning issues for these families, often without them knowing.

Access to timely cross-border tax and estate planning advice is therefore essential. By reducing tax exposure in the US, Switzerland and other relevant countries and providing mechanisms for sound succession and stewardship of family assets, smart planning can play a critical role in safeguarding the family's financial position and protecting wealth for future generations.

Specialist advice - from a single point of contact

With the advice and support of local Swiss law firms, Withers provides targeted, joined-up advice to clients with US/Swiss tax and estate planning needs. With the advice and support of local Swiss law firms, we are able to deliver a suite of services, taking into account the combined impact of US and Swiss tax and inheritance laws.

Our lawyers include native French, German and Italian language speakers, as well as lawyers born and raised in Switzerland and others who have now made Switzerland their home. The technical expertise of our team, coupled with their cultural understanding of the needs of US/Swiss families, makes Withers the obvious choice.

How we can help

Our team has helped thousands of clients create and sustain tax-efficient structures for protecting their wealth and their family's future prosperity. We know how important it is to be clear about fees and about the scope of the work to be done. In a normal scenario we are able to produce US/Swiss integrated estate planning documents for a fixed fee.

Where other work is required, we can give you an idea of costs once we have talked through your particular needs.

Continental Thinking