Anna Steward
Anna Steward
Managing Director | Sequent
JURISDICTION
Switzerland, England and Wales
TOP SPECIALISMS
Trusts & Trusteeship
Office Location
Switzerland
Short Biography
Anna manages the Sequent wealth planning team in Switzerland and is also responsible for a number of key relationships across the group, working closely with international families and their advisors to oversee the administration of complex asset holding structures from a tax and legal perspective.
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?
Lessons in Chemistry
What changes do you expect to see in your practice over the next year?
Andrew Bayles
Andrew Bayles
Director - General Counsel | SwissIndependent Trustees SA
JURISDICTION
Switzerland, England and Wales, Jersey, Guernsey, British Virgin Islands, Malta, Cyprus, New Zealand
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Andrew Bayles, a lawyer and professional Trustee in Switzerland, acts for global families, business owners, family offices, and professionals. His extensive expertise encompasses trust law, corporate, commercial and tax. Andrew's role at SwissIndependent Trustees SA highlights his dedication to serving clients with cross-border needs. He possesses a strong understanding of complex legal matters related to family offices, trusts, and trusteeship.
What is your favorite restaurant to take a client or colleague to?
Any restaurant where there is a decent wine list, or, even better, where they let you take your own!
What is the best piece of advice you have ever received?
Never make desicions under duress. Sleep on it if you can.
What was your first job?
Ball boy at Rosslyn Park RFC.
What is the book you recommend to everyone?
The Billionaire's Vinegar.
What changes do you expect to see in your practice over the next year?
I hope to see technology continue to disrupt our business to the benefit of our families.
Andrea Dorjee-Good
Andrea Dorjee-Good
Partner - Schellenberg Wittmer | Schellenberg Wittmer
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Estates: Planning
Family and Matrimonial
Office Location
Switzerland
Short Biography
Andrea Dorjee-Good is a Partner in Schellenberg Wittmer’s Zurich office, where she heads the Private Wealth group. She is a certified specialist in inheritance law and advises private clients on all aspects of estate and succession planning, including pre- and post-nuptial agreements, wills, succession pacts, business succession, lasting powers of attorney, trusts and foundations. She further also advises clients on contentious estate matters and regularly represents clients in complex trust and estate litigations.
What is your favorite restaurant to take a client or colleague to?
Tao's
What is the best piece of advice you have ever received?
Always dare to ask questions
What was your first job?
Cashier in a super market
What is the book you recommend to everyone?
The Truth about the Harry Quebert Affair
What changes do you expect to see in your practice over the next year?
In light of the huge transfer of wealth in the upcoming years I expect an increasing number of contentious trusts and estate disputes
Alexandra Geiger
Alexandra Geiger
Legal Counsel | MME Legal
JURISDICTION
TOP SPECIALISMS
Estates: Contentious
Estates: Planning
Relocation and Cross-Border Advisory
Office Location
Singapore
Short Biography
I am a Swiss qualified inheritance law specialist dedicated to assist European and Asian clients and families on all trust and estate matters. I have 13+ years of experience in advising HNW in the areas of domestic and cross-border matrimonial and inheritance laws, estate planning, as well as probate and estate administration in both contentious and non-contentious matters. With an understanding of both civil law and common law jurisdictions, I am committed to find the most suitable structuring for my clients, be it with trusts or foundations.
What is your favorite restaurant to take a client or colleague to?
Meadesmoore, Singapore
What is the best piece of advice you have ever received?
stay true to yourself
What was your first job?
supermarket employee
What is the book you recommend to everyone?
Culture Map by Erin Meyer
What changes do you expect to see in your practice over the next year?
The road to the Swiss family foundation
Andrea Baroni
Andrea Baroni
Wealth Advisor | Capital Trustees AG
JURISDICTION
Switzerland, Europe, LatAm, Middle East
TOP SPECIALISMS
Family Office
Trusts & Trusteeship
Trusts: Planning
Office Location
Switzerland
Short Biography
Andrea is responsible for the company's global strategies for multinational groups, private estates of prominent international UHNW families and non-profit organizations. In over thirty years of experience in banking and wealth planning in Switzerland and the UK, he has covered primary positions in the senior management of bank-owned trustee companies and on the boards of international groups. Specialized in International Tax and Trust Law at King's College London (LL.M.), Andrea is TEP and a member of the International Fiscal Association (IFA), as well as a Chartered Accountant in Switzerland.
What is your favorite restaurant to take a client or colleague to?
Il Baretto in Milan
What is the best piece of advice you have ever received?
Do one thing at a time
What was your first job?
Financial analyst at Salomon Brothers
What is the book you recommend to everyone?
The House of the Spirits by Isabel Allende
What changes do you expect to see in your practice over the next year?
AI integration will further accelerate our daily professional activities.
Alexandra Hirt
Alexandra Hirt
Counsel | Lenz & Staehelin
JURISDICTION
TOP SPECIALISMS
Estates: Planning
Family Governance and Business
Tax Advisory
Office Location
Zurich, Switzerland
Short Biography
Alexandra Hirt is a Swiss qualified lawyer, certified tax expert and registered trust and estate practitioner (TEP). She works as Counsel in the Zurich office of the law firm Lenz & Staehelin. Her practice focuses on private clients and tax. She has expertise in estate planning and the execution of wills, relocations, philanthropy and management of private clients' personal affairs. Other areas of her practice include structures – in particular foundations and trusts. She also specialises in Swiss and international taxation with a focus on HNW.
What is your favorite restaurant to take a client or colleague to?
Restaurant parkhuus in Park Hyatt Zürich
What is the best piece of advice you have ever received?
Success is a journey, not a destination.
What was your first job?
Assistant to a law professor
What is the book you recommend to everyone?
"Lean In", by Sheryl Sandberg
What changes do you expect to see in your practice over the next year?
Integration of Artificial Intelligence in Legal Services