Expertise

Inheritance / Succession

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.

Legal

  • Estate planning - national and international
  • Pension and estate planning
  • Prenuptial agreements
  • Inheritance contracts, wills and legacies
  • Advance directives
  • Division of estates
  • Mediation and litigation
  • Execution of wills
  • Family Offices
  • Family governance and family mediation
  • Philanthropy, foundations, and trusts
  • Real estate in the estate: planning and settlement

Tax

  • Advice to entrepreneurs and high net worth individuals
  • Declaring cryptocurrencies and tokens and setting up suitable structures
  • Optimising pension and asset planning
  • Accompanying family offices
  • Planning gratuitous asset transfers (inheritance and gift taxes, trusts and foundations)
  • Preparing tax declarations and calculations/negotiating with tax authorities
  • Advice on questions of tax residency, on the decision on place of residence and on intercantonal and international tax discretions
  • Obtaining rulings on lump-sum taxation
  • Optimising the tax burden when holding, managing, financing, and buying/selling properties

Listings

  • The Legal 500

    • Dr. Balz Hösly: Recommended Lawyer 2020, 2019, 2018, 2016 for Private Client
    • Alexandra Geiger: Recommended Lawyer 2020, 2019, 2018 for Private Client
    • Dr. Christoph Nater: Recommended Lawyer 2020 for Private Client

    "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."

  • Who's who legal

    • Alexandra Geiger: National Leader in Private Client 2021
    • Dr. Balz Hösly: National Leader in Private Client 2021
  • BILANZ Top Law Firms Switzerland: "Inheritance and Succession Law"

    MME Legal | Tax | Compliance was awarded in Bilanz as one of the best law firms in the legal field "Inheritance and Succession Law" 2021.