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CMS is described as "one of the top addresses in Zürich" for its private client expertise. "The whole team at CMS is impressive, to say the least," enthuses a source, explaining: "Not only are they able to provide multi-jurisdictional fluency on very complex tax, trust and estate matters, but their technical expertise and client-handling sensitivity are superlative."
"The team is very broad and covers all the aspects which need to be covered in wealth planning mandates - not only the civil law, inheritance law and family law but also Swiss and European income tax," says a source, adding: "When you delegate a matter they take full responsibility and have a close communication with the respective client." They are described as a "very well-functioning team" who provide "clear and skilful action, determined negotiations and have precise division of work within the team."
Louise Lutz Sciamanna handles national and international succession and estate planning for high net worth clients. She is also able to assist with inheritance disputes. A market insider says: "Louise has a good practical sense and is not only solution-driven but also hard-working."
Tobias Somary gains praise across the market for his knowledge and technical skills. "Tobias is an excellent private wealth attorney with broad experience in all legal fields required," says a source, adding: "He tends to have the general overview of all questions that may occur and leads the client on a very personal basis. He also has long-lasting experience in cross-border wealth planning, especially with Germany, France and Austria." Another adds: "His knowledge, client manner and attention to detail are excellent. He raises all the relevant issues, but does so in a practical manner in order to find the best solution for the client, to address any problems, and to achieve the client’s intentions."
This content is provided by CMS.
Our Private Clients practice focuses on international and domestic estate planning and estate litigation. The team acts for and advises high and ultra-high net worth individuals, entrepreneurs and families, their advisors, family offices and banks.
The team's core skills are advising on matrimonial property planning, succession planning, estate disputes, including trust litigation, and philanthropy. The team is also specialised in advising entrepreneurs on succession of family businesses. Furthermore, the firm’s experience in sport’s law leads us to frequently advise and represent athletes in contentious and non-contentious private matters.
Wealthy individuals, families and entrepreneurs seek our advice for tailor-made estate planning meeting their needs amidst restrictive Swiss forced heirship rules and changing international rules on cross-border estate matters and taxes. We are also regularly sought as party counsel in complex estate and trust litigations.
The firm's estate planning practice does not only include planning for cases of divorce or death but increasingly also for cases of legal incapacity due to age, mental illness, disability or accidents. Our team is specialized in drafting bespoke living wills and powers of attorney in the event of legal incapacity under the Swiss adult protection laws as well as in cross-border settings.
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Ducret, Pierre (Head of Department)
Somary, Tobias (Head of Department)
Albers, Max H.
Busca Bonvin, Sarah
high and ultra-high net worth individuals