Daniel Leu
Daniel Leu
Partner | Bär & Karrer
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Estates: Planning
Relocation and Cross-Border Advisory
Office Location
Switzerland
Short Biography
Daniel Leu advises private clients and family offices on wealth and succession planning, on the handling of estates, in connection with foundations and trusts and on questions in connection with the place of residence. Other areas of work include advising clients who buy or sell real estate in Switzerland and art law. Daniel Leu is a Certified Specialist SBA Inheritance Law and publishes regularly in the field of inheritance law. He has published extensively and frequently lectures on trust and estate matters in Switzerland and abroad. In addition to his practice, Daniel Leu is a lecturer at the University of Muenster, Germany (Master of Law in Inheritance Law & Corporate Succession). Daniel Leu is recommended by Chambers and Partners, Who is Who Legal, Legal 500 as well as by the Legal Week Private Client Global Elite Directory.
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What is the book you recommend to everyone?
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Daniel Bader
Daniel Bader
Partner | Bär & Karrer
JURISDICTION
Switzerland
TOP SPECIALISMS
Estates: Planning
Relocation and Cross-Border Advisory
Tax Advisory
Office Location
Switzerland
Short Biography
With years of experience in the field, he has become a sought-after consultant for Swiss and international clients seeking guidance on tax law and private client matters. Daniel Bader specializes in a range of tax and legal-related services, including inheritance tax matters, succession planning, and advising high net worth individuals on all aspects of their private and business activities. He also provides expertise in trusts, international estate planning, wealth structuring, private wealth planning, and navigating in relation to various jurisdictions.
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David W. Wilson
David W. Wilson
Partner - Head of Private Wealth (Geneva) | Schellenberg Wittmer
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Estates: Planning
Trusts: Planning
Office Location
Switzerland
Short Biography
David W. Wilson heads Schellenberg Wittmer's private wealth practice in Geneva. With over 20 years of experience, David is recognised as a top-tier practitioner: he is “worth every cent” for Chambers HNW guide, is “unrivalled according to his peers” (Who’s Who Legal) and has been included in the Private Client Global Elite since its 2012 inception. He further received the Swiss Leading Individual award (WealthBriefing, 2015) and STEP’s Founder’s Award (2021). Former chair of STEP Geneva, he is also a member of the International Academy of Estate and Trust Law (TIAETL). David advises Swiss and foreign clients on international wealth structuring, asset protection, tax and estate planning. He also acts in complex guardianship and inheritance disputes, including administering successions. His additional areas of expertise comprise of relocation and art law.
What is your favorite restaurant to take a client or colleague to?
Société Nautique de Genève
What is the best piece of advice you have ever received?
Find your Why
What was your first job?
sailing instructor
What is the book you recommend to everyone?
Information is Beautiful
What changes do you expect to see in your practice over the next year?
increase of cross-border succession disputes
Clare Usher-Wilson
Clare Usher-Wilson
Head Family Office Services | Summit Trust International SA
JURISDICTION
TOP SPECIALISMS
Trusts & Trusteeship
Trusts: Contentious
Office Location
Switzerland
Short Biography
Clare has a wide range of experience in trust and company management, including private trust companies, within which a wide range of assets are managed, including fine art and automobile collections, aviation and yachting assets, private equity and commercial and residential property. Clare manages an administration team that is focused on larger, more complex structures where often a family office or private investment office is involved. Clare speaks English and French.
What is your favorite restaurant to take a client or colleague to?
Mosimanns
What is the best piece of advice you have ever received?
If there is a difficult conversation to be had, have it directly and have it quickly.
What was your first job?
Junior trust administrator
What is the book you recommend to everyone?
Lampedusa's The Leopard
What changes do you expect to see in your practice over the next year?
Building out towards a more multinational offering
Céline Squaratti
Céline Squaratti
Senior Associate | Walder Wyss
JURISDICTION
TOP SPECIALISMS
Immigration
Employment
Office Location
Geneva, Switzerland
Short Biography
Céline Squaratti is a senior associate in our Geneva office. Her expertise includes immigration and labour law. She represents our clients before the courts, in particular in employment disputes. Céline Squaratti also advises our clients on social security and insurance matters.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Catherine Kavadze
Catherine Kavadze
Counsel | MLL Legal
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family and Matrimonial
Guardianship and Mental Capacity
Office Location
Switzerland
Short Biography
I joined the Private clients group at MLL in 2016. I regularly advises international high-net-worth individuals on complex private client, family law and child related matters. My daily professional activities include cross border estate planning as well as guardianship and mental capacity matters. I specialise both in non-contentious cases and disputes raised before different Courts in Switzerland (Civil Court, Court of Protection or probate Court). Born in Georgia, I speak Georgian, French, English and Russian.
What is your favorite restaurant to take a client or colleague to?
Le Bologne Genève - perfect place for delicious food in a very pleasant atmosphere
What is the best piece of advice you have ever received?
Never give up
What was your first job?
School tutor when I was 16
What is the book you recommend to everyone?
Any book from Romain Gary
What changes do you expect to see in your practice over the next year?
More family law disputes resolved through mediation process
Caroline López Nagai
Caroline López Nagai
Counsel | Schellenberg Wittmer
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Office Location
Switzerland
Short Biography
Caroline Maria López Nagai is a Counsel in our Private Wealth Group in Geneva. She is specialized in cross-border estate / succession and wealth planning matters for individual clients as well as family enterprises including wills, lasting power of attorneys, guardianship. Her practice focuses also in advising and representing clients in matters related trusts, foundations, regulatory investigations (incl. administrative proceedings) and corporate transactions.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Balz Hoesly
Balz Hoesly
Partner | MME Legal
JURISDICTION
TOP SPECIALISMS
Dispute Resolution or Arbitration
Estates: Planning
Family Governance and Business
Office Location
Switzerland
Short Biography
Balz Hoesly is a Cerified Specialist SBA, Mediator SBA and TEP and leads the Private Client Team of MME Legal Ltd. He focuses on international estate planning, family businesses and alternative dispute resolution. Balz is well known as a senior strategic legal advisor to companies. As Chairman, he leads two boards of directors.
What is your favorite restaurant to take a client or colleague to?
The Kronenhalle in Zurich - a very traditional Swiss Fine Dining Brasserie with a fabulous collection of (original!) paintings as interior decoration
What is the best piece of advice you have ever received?
Become an inheritance specialist - people will always pass away, so you will never be out of work.
What was your first job?
meet packer in a butchery
What is the book you recommend to everyone?
People Skills, by Robert Bolton Ph.D. - How to assert yourself, listen to others, and resolve conflicts
What changes do you expect to see in your practice over the next year?
AI as challenger and plausibility/completeness check
Aurelie Conrad-Hari
Aurelie Conrad-Hari
Partner | Bär & Karrer
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Office Location
Switzerland
Short Biography
Aurélie Conrad Hari co-heads the Litigation practice of Bär & Karrer. She has a broad experience in handling complex multi-jurisdictional disputes in financial, banking and commercial disputes. She also specializes in private clients' assistance and representation. Her practice encompasses shareholders' and employment disputes, insolvency as well as asset recovery, with the recognition and enforcement of foreign judgments and arbitral awards. She also frequently acts as counsel representing parties in commercial arbitration related to various industries, eg, sale, distribution, agency, construction (including power plants) and energy. Additionally, she conducts internal investigation on specific fact findings and compliance issues upon instructions from clients or supervisory authorities.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?
Arnaud Cywie
Arnaud Cywie
Counsel | Borel & Barbey
JURISDICTION
TOP SPECIALISMS
Office Location
Switzerland
Short Biography
Arnaud Cywie operates in the field of Swiss and international taxation. He is specifically active in trusts and foundations, tax planning, wealth planning (personal and business assets), lump sum taxation and restructuring. Arnaud Cywie is on the board of several Swiss private trust companies acting for very high-end families. He also advises and represents private and institutional clients with an international profile, both in negotiations with tax authorities and in litigation.
What is your favorite restaurant to take a client or colleague to?
What is the best piece of advice you have ever received?
What was your first job?
What is the book you recommend to everyone?
What changes do you expect to see in your practice over the next year?