Werner Jahnel

+41 58 105 2100

Werner Jahnel

Partner  |  Lalive
JURISDICTION

Switzerland
Austria
Spain

TOP AREAS OF EXPERTISE

Estate and trust litigation with a strong international focus, (international) estate planning, trust arbitration, arbitration in estate matters; international divorce proceedings and family issues, adult protection, art law.

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

Several new international estate litigations for UHNWI and high profile mandates as arbitrator

How did you get into private client?

Our firm has a long tradition in private international law and dispute resolution in complex international inheritance matters and family disputes. Due to my great interest in this area of practice, I have volunteered to work on those cases from the very beginning and have been able to build up an expertise and my own client base.

What advice would you give rising stars/new lawyers in the private client world?

To go out for drinks as often as possible, without having a drink and being back at work the next day at 8am; networking, personal contacts and hard work are key in this practice area; it is also important to have interests outside in order to be able to maintain an interesting conversation with our very demanding clients;

What is your favourite quote?

I cannot tell you what my favourite quote is, however most of my client’s favourite quote seems to be the following: “I’m very much down to earth, just not this earth.” ― Karl Lagerfeld

Do you have any outside interests or hobbies?

I do not function without sports, culture and investing time for my family and friends

When the restaurants reopen, where would you like to go?

Le Pont de Brent, close to my house in Montreux

Where have you seen growth in your practice over the last year?

International divorce and estate litigation

Can you identify any new areas you have developed within your practice to further benefit your clients?

I see an increasing need and interest for arbitration in different areas of my private client practice

What are three top tips for dealing with your clients remotely?

1. Do not suggest zoom or other calls with camera, unless the client asks for one; 2. if you are in a video call, make sure that privacy and confidentiality is absolutely guaranteed (avoiding family members appearing on screen); 3. make sure to reach out to your clients on a regular basis; they shall remember you after the pandemic


Jim Parker

+41228390000

Jim Parker

Country Head for Switzerland  |  Butterfield Trust
JURISDICTION

Multi-national Families

TOP AREAS OF EXPERTISE

Establishing trust and fiduciary structures; in particular, managing complex operating businesses inside trust structures and looking at the wider management of underlying businesses

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

The team has worked incredibly hard to be creative this past year in assisting clients who have been negatively impacted by COVID. For instance, we have been able to completely reengineer operating businesses in trusts, which were relying on international clients and travel, such as hotels. By marketing to the wealthy local inhabitants of countries hit by international travel losses, we have managed to remain profitable and most importantly, keep our clients satisfied.

How did you get into private client?

By accident! After studying mathematics at UCL, I wanted to do an MBA. But with little business experience, I was encouraged to apply to Barclays’ graduate management development programme in London. I did four seats, one of which was in private banking where I was introduced to the Head of Trust and then went on to work for him. After this, I became professionally qualified in 2002 and decided to return to Switzerland. I have been working with Jim Parker ever since.

What advice would you give rising stars/new lawyers in the private client world?

Technicians need to be absolutely perfect in terms of their knowledge. However, trustees often forget the human element and how to communicate with clients. My advice is to concentrate on both: being both technically sound and interpersonal.

What is your favourite quote?

“It is not abundance, but excellence that is wealth,” Joseph Joubert.

Do you have any outside interests or hobbies?

I am a professional diving instructor, a fireman and a parent to four children who traumatise me into doing all sorts of things.

When the restaurants reopen, where would you like to go?

L’artichaut, Geneva.


Phil Lenz

Phil Lenz

Deputy Country Head, Switzerland  |  Butterfield Trust
JURISDICTION

Switzerland

RECOMMENED SPECIALISM

Trusts

TOP AREAS OF EXPERTISE

Establishing trust and fiduciary structures; in particular, managing complex operating businesses inside trust structures and looking at the wider management of underlying businesses

Enhanced Q&A

What has been the highlight of your practice over the past 12 months?

The team has worked incredibly hard to be creative this past year in assisting clients who have been negatively impacted by COVID. For instance, we have been able to completely reengineer operating businesses in trusts, which were relying on international clients and travel, such as hotels. By marketing to the wealthy local inhabitants of countries hit by international travel losses, we have managed to remain profitable and most importantly, keep our clients satisfied.

How did you get into private client?

By accident! After studying mathematics at UCL, I wanted to do an MBA. But with little business experience, I was encouraged to apply to Barclays’ graduate management development programme in London. I did four seats, one of which was in private banking where I was introduced to the Head of Trust and then went on to work for him. After this, I became professionally qualified in 2002 and decided to return to Switzerland. I have been working with Jim Parker ever since.

What advice would you give rising stars/new lawyers in the private client world?

Technicians need to be absolutely perfect in terms of their knowledge. However, trustees often forget the human element and how to communicate with clients. My advice is to concentrate on both: being both technically sound and interpersonal.

What is your favourite quote?

“It is not abundance, but excellence that is wealth,” Joseph Joubert.

Do you have any outside interests or hobbies?

I am a professional diving instructor, a fireman and a parent to four children who traumatise me into doing all sorts of things.

When the restaurants reopen, where would you like to go?

L’artichaut, Geneva.


Ari Tatos

Ari Tatos

Managing Partner  |  Stonehage Fleming
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Accountancy


Anna Steward

Anna Steward

Wealth Planning Managing Director  |  Sequent
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Financial Advisory


Natacha Onawelho-Loren

+ 41 (0) 22 807 2042

Natacha Onawelho-Loren

Managing Director, Switzerland  |  Accuro
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Multi-national Families


François Mollat du Jourdin

+33142256770

François Mollat du Jourdin

Chairman & Founder  |  MJ&Cie
JURISDICTIONS QUALIFIED IN

France
Europe
Switzerland

TOP AREAS OF EXPERTISE

Global comprehensive long term advisory (we do not manage assets) to wealthy families in investment (in all asset classes)
Wealth planning (domestic and international)
Family governance
Philanthropy

RECOMMENDED SPECIALISMS

Q&A

What has been the highlight of your practice over the past 12 months?

Managing human resources in a challenging environment maintaining a long term investment view in a period of high uncertainty and low visibility.

How did you get into private client?

I was originally in private banking and then created my own family office to address UHNWI at a time there was little offer

Do you have any outside interests or hobbies?

My children, theater/acting, travelling, sports (hiking/running/swimming)

When the restaurants reopen, where would you like to go?

Rue du Cardinal Lemoine Paris


Joanne Morse

Joanne Morse

Director, Family Office Services  |  Summit Trust
JURISDICTIONS QUALIFIED IN

Geneva, Switzerland

RECOMMENDED SPECIALISMS

Trusts


Tom Henderson

+41 (0)44 227 6700

Tom Henderson

Partner  |  Rawlinson & Hunter
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Trusts


Bhavnita Gosrani

Bhavnita Gosrani

Associate Director  |  ZEDRA
JURISDICTIONS QUALIFIED IN

Switzerland

RECOMMENDED SPECIALISMS

Trusts