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

Testimonials

  • MME has a strong team in inheritance and succession law, and the team is very responsive.

    Private Wealth Law client, High Net Worth
  • MME produces very professional and clear proposals, excellent contracts and has an excellent understanding of the problems to be solved.

    Private Wealth Law client, High Net Worth