Tax Partners: Alexandre Faltin, Prof. Pierre-Marie Glauser, Marcel Meier, Jérôme Meyer, Dominique Morand, Prof. Xavier Oberson, Geneviève Page, Marc-Etienne Pache, Jacques Pittet, Anne Tissot Benedetto, Frédéric Vuilleumier
Corporate/M&A, Banking & Finance Partners: Antoine Amiguet, Sébastien Bettschart, Stefan Eberhard, Philipp Fischer
Of Counsel: Nicolas Buchel Number of partners: 15 Number of fee earners: 54
Languages: French, English, German, Swiss German, Spanish
OBERSON ABELS is a Swiss boutique focusing on tax, corporate/M&A and banking and financial services. The tax team offers bespoke advice to individuals (including estate planning, structuring of compensation packages or advice to expatriates) and corporations (particularly regarding transactions and complex crossborder set-ups). The tax team also assists clients in their steps before courts and administrative authorities. The firm’s banking and finance team provides comprehensive advice on the ever growing field of financial regulation. The corporate/M&A team provides sophisticated advice in the fields of corporate and contract law (including in areas such as private equity, venture capital or regulated industries). Several partners teach tax or commercial law at Swiss Universities.
Main Areas of Practice:
Taxation of income and wealth of individuals; employee benefit plans; pension plans and insurance; social security taxes; taxation of trusts; taxation of artists and athletes; matrimonial and estate planning; gift and estate taxes; relocation planning; residence and work permits.
Taxation of income and equity of corporations; mergers and acquisitions; reorganisations; taxation of international organisations and not-for-profit organisations; withholding tax; stamp tax. Industry specific tax advice in diverse fields including banking, trading and IT services; bespoke tax advice for multinational groups.
Value added tax; customs and consumption taxes.
International taxation including such fields as double tax treaties, BEPS, exchange of information, mutual agreement procedure, transfer pricing); assistance to Swiss taxpayers investing outside Switzerland; assistance to foreign taxpayers investing in Switzerland; intercantonal taxation.
Special Fields of Taxation:
Real estate taxation and property taxes, taxation of investment funds and of financial products; venture capital taxation; taxation of intellectual property; local taxes; environmental taxes.
Assistance in Tax Matters & Disputes:
Preparation and negotiation of tax rulings; compliance; assistance in tax audits; tax litigation; criminal law assistance (especially for alleged tax, social security and customs fraud); voluntary disclosures. Preparation of tax returns and accessory tax filings (including VAT returns).
Advice on corporate law, from set-up to liquidation; M&A transactions in various industries (e.g. banking, biotech, IT, luxury goods, hotels, etc.); project finance transactions, particularly in the field of renewable energy; joint ventures; assistance in investment rounds.
Restructuring of Distressed Companies:
Advice to companies in complex turnaround situations; advice to distressed companies, including tenure of the position of curator with companies which have applied for a moratorium.
Advice on contracts in all fields including sales, leases, licensing, employment, etc. Coverage includes special industries such as biotech, IT, luxury goods and hotels.
Banking & Finance/Regulatory Matters:
Advice on financial services and products; licensing of banks, securities dealers and other regulated entities; negotiation of derivative agreements under the ISDA Master Agreement and the Swiss Master Agreement; drafting of Netting and Collateral Opinions; advice on regulatory matters with regard to insurances and pension funds.
Advice on all types of collective investment schemes; registration of Swiss and foreign funds; licensing of asset managers of Swiss collective investment schemes.
Advice on stock exchange matters; public tender offers; issuance and listing of securities on the SIX Swiss Exchange; including structured products and Exchange Traded Funds (ETFs); disclosure of shareholdings and ad hoc publicity.
International Organisations/Not-For-Profit Organisations:
Advice to international organisations and not-forprofit organisations on their legal structure, status and governance, as well as on their global projects.
Drafting of internal directives relating to the processing of personal data, assistance to comply with the revised data protection regulations, update of the agreements entered into with processors of personal data, training of Data Protection Officers (DPO) and other key persons in charge of personal data processing.