Jochen Vogler

Jochen Vogler

Partner  |  Bellecapital
JURISDICTIONS QUALIFIED IN

Switzerland
USA

RECOMMENDED SPECIALISMS

Private Client Asset Manager
Financial Advisory Firm


Kinga Weiss

+41 58 658 56 80

Kinga Weiss

Partner  |  Walder Wyss
JURISDICTIONS QUALIFIED IN

Switzerland

Q&A

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

That I managed that several heirs signed an inheritance contract and thereby agreed to solve a dispute that was going on for several years between the mother (testator) and her two children and the grandchildren. As the grandmother made several lifetime gifts to one of the grandchildren the legal situation was complex and delicate to solve. My predecessor gave up.

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

I would recommend that they not only focus on the legal side of a case but also consider the family issues and other side issues which are involved and which are important for family members. Each family is different and it is crucial for a good lawyer to find out what is best for the specific family.

What is your favourite quote?

Keep calm and be yourself.


David Cooney

+41 43 430 02 53

David Cooney

Partner  |  Charles Russell Speechlys
JURISDICTIONS QUALIFIED IN

England and Wales
British Virgin Islands
Cayman Islands

Q&A

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

I have just finished helping a multi-jurisdictional family to set up a new succession structure. Before we could do so we needed to deal with a fairly complicated history tracking back to the early 1960s. This involved a lot of complicated work unwinding a number of structures that had been neglected and badly administered over all those years. It was an interesting reminder of the mess that people can get themselves into if they do not take advice along the way.

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

You should get out and start building your international network as early as possible in your career. The clients you will be dealing with are going to have assets in, and connections to, lots of different places. No single lawyer can deal with everything and so there’s going to come a time where your ability to help your clients is dependent on a strong network of people that you trust.

What is your favourite quote?

Coming from the North West of England, I think it would have to be “life is what happens to you while you’re busy making other plans.'' John Lennon used it as a lyric in Beautiful Boy, but it was around as a quote for a while before that. It helps me to focus on what’s really important in life.


Andrea Dorjee-Good

Andrea Dorjee-Good

Counsel  |  Schellenberg Wittmer
JURISDICTIONS QUALIFIED IN

Switzerland

TOP 3 AREAS OF EXPERTISE

Estate planning
Contentious trusts and estates
Philanthropy & Charities

Q&A

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

Representation of one of several heirs in a very substantial trust and estate dispute regarding a Swiss estate involving various structures and assets in numerous jurisdictions. This required coordination of legal advice across several jurisdictions.

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

"Be yourself; everyone else is already taken." - Oscar Wilde

What is your favourite quote?

"Do not mind anything that anyone tells you about anyone else. Judge everyone and everything for yourself." - Henry James


Tina Wüstemann

+41 58 261 50 00

Tina Wüstemann

Partner, Head Private Clients  |  Bär & Karrer
JURISDICTIONS QUALIFIED IN

Switzerland
United States (NY) (non-practising)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Administration of estates and trusts
Dispute resolution

Q&A

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

Representation and lead counsel (of several teams of lawyers) in multi-billion, complex trust and estate litigation with regard to a Swiss estate, involving assets and various structures in numerous civil law and trust jurisdictions.

Advising UHNW individual and his family with overall wealth and estate planning, including succession and family law matters, corporate matters and family governance.

Appointment to the Board of Protectors for a European family that holds a $5
billion industrial group.

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

Apart from broad expertise, not only with regard to the client's own jurisdiction but also to other systems of law and cultures, be a good listener, understand the family dynamics, have good common sense and great empathy for the clients.

What is your favourite quote?

"Motivation comes from working on things we care about. It also comes from working with people we care about" – Sheryl Sandberg


Mark Summers

+41 43 430 02 40

Mark Summers

Partner  |  Charles Russell Speechlys
JURISDICTIONS QUALIFIED IN

England and Wales

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Tax

Q&A

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

Representing STEP at the OECD Working Party 10 on the implementation and guidance for the Common Reporting Standard. It was not only an honour to be asked to do this but I believe that some of my interventions have made a genuine impact in how the CRS is applied to trusts so that it is practical and provides more accurate information to tax authorities; in particular how persons such as protectors and settlors should be reported which has been adopted in the amended guidance.

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

If you see a gap in the market with few or no practitioners providing badly needed specific advice by clients, seize it and make it your own. If you are talented, intelligent and able to communicate with clients and the world at large, you will succeed.

What is your favourite quote?

“I'd rather have lucky generals than good ones,” Napoleon Bonaparte.


Marnin Michaels

+41443841208

Marnin Michaels

Partner  |  Baker & McKenzie
JURISDICTIONS QUALIFIED IN

United States (NY, MA, FL)

TOP 3 AREAS OF EXPERTISE

International tax controversy (white collar)
International wealth management (planning)
CRS/FATCA

Q&A

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

I have been leading a Major DOJ investigation involving tax investigation for a bank with issues in 8 jurisdictions.

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

Always work to be better and you will be better.

What is your favourite quote?

“Quality begets quality.”


Manuel Liatowitsch

+41 44 215 5252

Dr. Manuel Liatowitsch

Disputes Partner – Litigation, Arbitration and Contentious Private Clients and Estates  |  Schellenberg Wittmer
JURISDICTIONS QUALIFIED IN

Switzerland

TOP 3 AREAS OF EXPERTISE

Commercial Litigation
Commercial Arbitration
Wealth Disputes

Q&A

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

A complex shareholder dispute among family members about a multinational business based in Switzerland, on many levels and many fronts.

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

Choose your clients wisely and work with those that you can have a productive and trusting working relationship.

What is your favourite quote?

"To infinity…and beyond!" Toy Story.


Dominique Jakob

+41 44 634 15 76

Dominique Jakob

Full Professor/Owner  |  University of Zurich/Independent adviser
JURISDICTIONS QUALIFIED IN

Switzerland
Germany
Liechtenstein

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Philanthropy and charitable giving
Foundation Law

Q&A

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

Complete restructuring of setup and governance of a major foundation, that will be able to play an important role in global support of child needs and health in the future.

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

Be authentic, even if you work for and with important people.

What is your favourite quote?

"Na also, geht doch," (something like: “Ah, there you go”), The Kangaroo from the Kangaroo Chronicals, Marc-Uwe Kling.


Patricia Guerra

+41 44 396 91 91

Patricia Guerra

Partner, Head of Private Client (Zurich)  |  Meyerlustenberger Lachenal (MLL)
JURISDICTIONS QUALIFIED IN

Switzerland
United States (NY)

TOP 3 AREAS OF EXPERTISE

Personal and estate planning
Succession planning
Philanthropy and charitable giving

Q&A

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

Receiving the warm hug of a client with tears in their eyes, thanking me for having helped solve and finalise several serious problems arising in connection with the succession of a family member.
Receiving various nominations and excellent reviews in top legal guides and having a fantastic team to support me.

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

Listen to your clients carefully and try to step into their shoes in order to better understand their issues and find solutions that are correct for them.

What is your favourite quote?

"The highest form of knowledge is empathy," Bill Bullard.