Expertise

Private Clients / Families

Our specialty: Personalised advice - empathetic, experienced, dedicated, and persistent.

Trusted advisors – broad experience - deep expertise

The MME Private Clients team advises and represents our private clients and their families in all domestic and cross-border matrimonial property, inheritance and tax law matters as well as in construction and real estate law. Our advice is efficiently coordinated "from a single source".

 

Matrimonial property law, inheritance law & estate planning

Our clients (private individuals, families & family offices) rely on our deep expertise in all domestic and cross-border matrimonial property and inheritance law matters. We accompany our private clients pragmatically in the development and realisation of individual inheritance and estate planning and offer our services as executors. We support our clients as heirs or legatees in inheritance matters and in estate settlements but also advise and represent them in contentious estate and inheritance matters.

  • Prenuptial agreements
  • Inheritance contracts
  • Advance inheritances & gifts
  • Testaments and wills
  • International assets & estate planning
  • Executorships
  • Inheritance distributions
  • Inheritance disputes and mediations
  • Pension funds and life insurance
  • Digital estates
  • Expert opinions and second opinions 

 

Adult protection law

  • Lasting powers of attorney
  • Guardianships
  • Living wills 

Learn more about our inheritance / succession services.

 

Families, family-owned businesses, succession solutions & family governance

We are experts in advising families and family-owned businesses. We assist entrepreneurial families and both single and multi-family offices in all aspects of family wealth and family governance. We help find harmonious and lean solutions to coordinate and align the needs of different family generations and family businesses in the long term.

As specialists in family internal and external succession planning for family-owned businesses, such as FBO, MBO, MBI or private equity, we offer entrepreneurs comprehensive support in handing over their business and coordinate the necessary work with family advisors. We also support successors and investors who want to take over or invest in a family-owned business in all legal and tax matters.

Learn more about our inheritance / succession services

 

Foundations & trusts

We set up and advise on foundations of all kinds: corporate foundations, foundations with charitable or mixed purposes, as well as family foundations. We are acknowledged experts in the fields of governance, implementation of internal control systems and risk management concepts.

Thanks to our worldwide professional network of foreign specialists, we are able to assist in establishing a comprehensive cross-border estate planning and structuring which typically can also include trust structures.  

 

Construction and real estate law

We cover the entire spectrum of real estate law, including related tax issues. Thus, we offer our clients comprehensive advice over the entire life cycle of properties, beginning with planning, construction, use and ending with the sale. One of our core competencies is assisting our clients in project development, construction law and real estate transactions as well as the related tax challenges. Our specialists also assist our clients in enforcing landlord and tenant rights.

  • Public and private construction and real estate law
  • Building permit and appeal proceedings
  • Sale and acquisition of land, industrial, commercial and residential properties
  • Acquisition of real estate by foreigners (Lex Koller)
  • Drafting, negotiation and enforcement of lease and rental agreements for commercial and residential properties
  • Drafting, negotiation and enforcement of total or general contractor work contracts
  • Contracts for work and services
  • Brokerage contracts
  • Condominium ownership
  • Work and construction defects

Learn more about our real estate services.

 

Taxes & tax planning

We optimise the tax and social security situation of our clients (individuals, families & family offices) and their companies.

  • Tax planning
  • Tax returns and tax procedures
  • International tax law
  • Free transfers of assets (gifts, bequests, donations)
  • Pension solutions
  • Succession planning
  • Wealth planning incl. cryptocurrencies
  • Relocation
  • Lump sum taxation 

 

Labour law & immigration

We review draft employment contracts for our clients prior to signing and upon termination of employment and assist them in preserving all their legal and contractual rights.

Learn more about our labour / immigration services

 

Our national and international networks

Listings

  • The Legal 500

    • Dr. Balz Hösly: Recommended Lawyer 2021, 2020, 2019, 2018, 2016 for Private Client
    • Alexandra Geiger: Recommended Lawyer 2021, 2020, 2019, 2018 for Private Client
    • Dr. Christoph Nater: Recommended Lawyer 2021, 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."

  • Chambers & Partners

    Ranking


    What the Editors of Chambers say about MME

    MME enters the rankings for the first time this year, and has considerable strengths in estate planning and family business succession, among other private client-related matters. The firm’s client base includes high net worth individuals such as entrepreneurs and business owners. The firm also draws praise for its understanding of the blockchain and cryptocurrency legal landscape in Switzerland.

    What clients say about MME

    An impressed source says: "The team works extremely well and persistently together" and "always responds within 24 hours." This source continues: "The team is always open to alternative solutions." Another source says: "What is striking to me is their combination of legal and tax expertise," adding: "They seem to be well connected to the local community."

  • Who's who legal

    • Dr. Balz Hösly: National Leader in Private Client 2022, 2021
    • Alexandra Geiger: National Leader in Private Client 2022, 2021
  • BILANZ Top-Anwaltskanzleien Schweiz: „Erb- und Nachlassrecht“

    MME Legal | Tax | Compliance was recognized in Bilanz as one of the best law firms in the field of inheritance and estate law in 2022, 2021, 2020 and 2019.