Private Clients
Safeguard Your Legacy
Our Private Clients practice is dedicated to providing personalized legal solutions tailored to the unique needs and goals of wealthy individuals, families and entrepreneurs. With a deep understanding of the complexities of personal wealth management, estate planning, and asset protection, our team of experienced attorneys is committed to safeguarding and enhancing your legacy for future generations. Our specialists will provide personalised advice to assist you achieve your objectives in the most effective manner.
We understand that planning for the future involves more than just drafting documents – it requires a thorough understanding of our clients’ personal and financial circumstances. Whether you are seeking to establish or update your will, create trusts, or develop strategies for minimizing estate taxes, we will work closely with you to craft a comprehensive estate plan that reflects your wishes, protects your loved ones and helps you preserve your wealth for future generations. Our expertise also includes Lasting Powers of Attorney where there are mental capacity issues as well as Living Wills.
Your Contacts
Our private client specialists regularly act as executors of wills and administrators of estates which involves a series of legal and administrative procedures to ensure the orderly transfer of assets to heirs and beneficiaries. This may include identifying and valuing assets, settling debts and liabilities, and preparing the necessary legal documents for a smooth and efficient transfer of ownership of property and assets to the rightful heirs while honoring the wishes of the deceased.
Most of the estates we handle have an international dimension and we regularly work with trusted lawyers in other jurisdictions to realise the overseas assets of a Swiss based testator.
Above all, we offer a personal service, with a dedicated partner and expert team guiding you through a difficult time.
In the event of disputes or conflicts arising in estate matters, our seasoned litigators are prepared to advocate vigorously on your behalf. From will contests to fiduciary litigation and guardianship proceedings, we have the experience and expertise to navigate complex legal disputes effectively. Our goal is to protect your interests and achieve the best possible outcome through strategic negotiation, mediation, and in last resort through litigation.
Your Contacts
Preserving and protecting your hard-earned assets requires proactive planning and strategic solutions.
Our attorneys are skilled in developing tailored asset protection strategies designed to shield your wealth from potential risks and liabilities working where necessary with trusted lawyers in other jurisdictions. We understand the importance of trust structures in preserving and managing assets for individuals and families. Whether you are seeking to establish a trust for estate planning purposes or asset protection, we will provide comprehensive trust services tailored to your specific needs and objectives.
In addition to trust establishment, we also provide ongoing trust administration services to ensure that your trust operates smoothly and effectively over time.
Your Contacts
For high net worth individuals and families looking to make a lasting impact on their communities, our firm provides comprehensive legal services for establishing charitable foundations and other philanthropic ventures. From structuring charitable trusts and foundations to advising on governance and compliance matters, our attorneys will assist you in creating a legacy of giving that aligns with your philanthropic vision and values.
Your Contacts
Navigating the complexities of relocating to or from Switzerland can be a daunting task, especially when it comes to understanding the legal requirements for residency and employment. At Baldi and Caratsch, our experienced team of immigration and employment law specialists provides comprehensive relocation services to individuals and businesses, ensuring a smooth transition to or from Switzerland.
For individuals relocating to Switzerland, our attorneys offer expert guidance on obtaining the necessary visas and work permits to live and work in the country legally. We understand the intricacies of Swiss immigration law and will assist you in navigating the application process, whether you are seeking a short-term residency permit, a long-term work visa, or permanent residency status.
Conversely, for individuals or businesses relocating from Switzerland to another country, our attorneys assisted by a network of trusted international lawyers provide strategic advice and assistance in navigating the immigration and work permit requirements of your destination country. We will work closely with you to ensure a seamless transition, providing guidance on visa applications, work permit transfers, and compliance with local immigration laws and regulations.
In addition to immigration services, our firm also offers comprehensive employment law advice to individuals and businesses operating in Switzerland. Whether you are an employer seeking to sponsor foreign workers or an employee facing challenges with your work permit status, our attorneys have the expertise to provide practical solutions tailored to your specific needs.
Your Contacts
At Baldi & Caratsch our real estate attorneys specialize in assisting foreign clients with navigating the complexities of residential real estate transactions in Switzerland.
Whether you are purchasing a holiday home in the Swiss Alps, establishing a permanent residence in a picturesque Swiss village, or exploring the opportunities offered by fiscal residency programs, our team is here to guide you through every step of the process.
Under the Lex Koller, non-Swiss individuals and entities are generally subject to restrictions when acquiring residential properties in Switzerland. However, certain exemptions and allowances exist, particularly for holiday homes located in tourist zones designated by the respective cantonal authorities. These exemptions may vary depending on the canton and municipality where the property is located, requiring careful consideration and due diligence during the acquisition process.
For those seeking to establish a fixed residence in Switzerland, the legislation imposes stricter limitations, often requiring a residence permit or proof of certain qualifications, such as employment or retirement in the country. Additionally, some cantons offer attractive fiscal residency programs designed to incentivize foreign individuals and families to relocate, providing potential tax advantages and other benefits to qualified applicants.