The challenge of estate and succession planning: providing expert, practical advice to individuals and companies.
Inheritance and tax matters are individual, often complex and emotional. Personal involvement in estate planning or inheritance cases is great, and family constellations can trigger uncertainties about one's rights and obligations. Our experienced specialists support private clients individually or in wider family discussions. Expect an expert, unbureaucratic, practical, empathetic, and client-oriented approach.
Entrepreneurs or business owners need a tailor-made, legally and fiscally secure concept for succession planning in the family business. We have extensive experience in this area and always consider inheritance, pension, and tax planning for the family.
"MME Legal | Tax | Compliance has its areas of activity in its name; the team is instructed by HNWIs and families to assist them in particular with inheritance and real estate matters. Practice head Balz Hösly has longstanding experience in the field and also advises on estate planning and in corporate succession. Christoph Nater is well versed in the property area. Alexandra Geiger-Steiner is another name to note."
"Balz Hösly is an outstanding inheritance lawyer. He is very knowledgable and an excellent communicator in tense and difficult circumstances."
"Christoph Nater and Alexandra Geiger are a well-rehearsed team with a lot of experience in inheritance law. They advise very effectively in complex cases."
"MME – Legal | Tax | Compliance 'chooses its teams well, maintains a good internal communication and works hand-in-hand with each other'. It is best known for acting for clients in international inheritance, financial matrimony matters, company succession and tax matters. The team is led by 'profoundly knowledgeable, experienced and pragmatic estate law specialist 'Balz Hoesly and also includes the 'excellent' Martina Aepli. Senior associate and inheritance law specialist Alexandra Geiger is another name to note."
"MME Legal | Tax | Compliance ‘has profound expertise and know-how in private client matters and offers an excellent level of competence in business succession law’ as well as ‘a high service level and an outstanding work quality’; inheritance law and the financial aspects of matrimonial law are equally important core areas for the team. ‘Insightful and trustworthy strategic thinker ’Balz Hösly is ‘very experienced and hands-on in succession planning for small and medium-sized companies’ and senior associate Alexandra Geiger is also recommended for her inheritance and estate planning expertise."
"MME Legal | Tax | Compliance provides ‘pragmatic, fast and efficient advice’. The ‘very experienced and creative’ Andreas Müller and the ‘very responsive and efficient’ Samuel Bussmann are recommended. Walter Frei joined in 2016 from the now-defunct Bill & Isenegger."
MME Legal | Tax | Compliance was awarded in Bilanz as one of the best law firms in the legal field "Inheritance and Succession Law" 2021.