Private Clients and Estate Planning

We assist our clients with estate planning, probate and litigation in succession matters. We are in a position to offer these services thanks to our extensive experience and a thorough understanding of the particular situation of the individual concerned and the family dynamics involved.

Drawing on our proven specialists, we offer comprehensive advice that also extends into other areas of law, such as taxes and real estate. In addition, we support our clients in all aspects of corporate succession. Through our notaries’ office, we offer the implementation of estate planning (such as the notarization of wills as well as prenuptial agreements and inheritance contracts) from a single source. As far as cross-border estate planning is concerned, we can count on our proven international network.

Our services include specifically:

  • Estate Planning
  • Corporate succession planning
  • Advance care directives and living wills
  • Wills, prenuptial agreements/marriage contracts and inheritance contracts
  • Executions of wills
  • Administration of estate and representation of heirs
  • Inter vivos transfers of assets and gifts
  • Litigation in succession matters, in particular concerning
    • Requests for information from co-heirs and third parties (such as banks)
    • Invalidity of wills (e.g., due to lack of capacity of judgment)
    • Reduction (assertion of compulsory portions of the estate)
    • Division of estate/lot formation
  • Establishment and supervision of (charitable) foundations
  • Assumption of mandates on the board of trustees
  • Tax planning
  • Other services for family offices
Bächli Bruno

Bruno
Bächli

Partner

Bracher Nicolas

Nicolas
Bracher

Partner

Bürgy Dominik

Dominik
Bürgy

Partner

Huber Michael

Michael
Huber

Partner

Hünerwadel Andreas

Andreas
Hünerwadel

Partner

Müller Stefan

Stefan
Müller

Partner

Vieli Bignia

Bignia
Vieli

Partner

Altorfer Peter

Peter
Altorfer

Of Counsel

Cereghetti Marco

Marco
Cereghetti

Of Counsel

Landolf Urs

Urs
Landolf

Of Counsel

Schmid Christoph

Christoph
Schmid

Of Counsel

Doswald Joël

Joël
Doswald

Senior Associate

Ahmeti Blerina

Blerina
Ahmeti

Associate

Groth Lukas

Lukas
Groth

Associate

Merz Tatjana

Tatjana
Merz

Associate

Kellenberger Viola

Viola
Kellenberger

Paralegal

Meier-Nef Marianne

Marianne
Meier-Nef

Paralegal

10.12.2024

Deal: Wenger Vieli advised on the sale of the “Haus zum Nordlicht”

Publication / Spotlights

Greater legal and planning security: Switzerland’s revised international succession law

Private Clients and Estate Planning Huber Michael, Merz Tatjana, Ahmeti Blerina
12.12.2024
DEEN
Publication / Guidelines

US Estate and Gift Taxes

Private Clients and Estate Planning, Taxation Bächli Bruno, Doswald Joël
23.04.2024
DEEN
Publication / Guidelines

Expansion into the USA: Dos and Don’ts from a Tax Point of View

Private Clients and Estate Planning, Taxation Bächli Bruno, Doswald Joël
03.05.2023
DEEN
Publication / Spotlights

Grössere Kuchenstücke: Mehr Freiheiten in der Nachlassplanung

Private Clients and Estate Planning Huber Michael, Merz Tatjana
17.12.2021
DE
Publication / Spotlights

Immobilien im Erbrecht

Private Clients and Estate Planning Huber Michael
23.12.2020
DE
Publication

Nachlassplanung und Erbschaftssteuer

Private Clients and Estate Planning, Taxation Bächli Bruno
16.06.2020
DE
Publication / Checklist

Collecting Data: Establishment of a Foundation

Private Clients and Estate Planning, Corporate and Commercial Law Hünerwadel Andreas, Bracher Nicolas
13.02.2020
DEEN
Publication

Das Bankkonto in der Schweiz nach dem Tod – Wie weit gehen die Auskunftsrechte der Erben?

Banks and Financial Service Providers, Private Clients and Estate Planning, Litigation and Arbitration Bracher Nicolas
02.12.2019
DE
Publication / Spotlights

The bank as judge? More restrictions on heirs’ requests for information

Banks and Financial Service Providers, Private Clients and Estate Planning, Litigation and Arbitration Bracher Nicolas, Huber Michael
20.09.2019
DEEN
Publication / Spotlights

Die grosse Unbekannte: Forderungen und digitale Daten im Nachlass

Private Clients and Estate Planning Huber Michael
21.12.2018
DE
Publication / Spotlights

Erbteilung: Teilungsvorschriften im Testament ersparen das Münzenwerfen

Private Clients and Estate Planning Huber Michael
19.12.2017
DE
Publication / Spotlights

Die Erbrechtsreform - Was ändert sich?

Private Clients and Estate Planning Huber Michael
16.12.2016
DE
Publication / Spotlights

Die Europäische Erbrechtsverordnung: Fluch oder Segen für die Schweiz?

Private Clients and Estate Planning Huber Michael
26.06.2015
DE
Publication / Spotlights

Der Vorsorgeauftrag – Selbstbestimmung statt Fremdbestimmung

Private Clients and Estate Planning Huber Michael
13.03.2015
DE
Publication / Spotlights

Selbstbestimmung im Alter, Vorsorgeauftrag und Patientenverfügung

Private Clients and Estate Planning Huber Michael, Bracher Nicolas
21.12.2012
DE
Publication / Spotlights

Referendum for Reform of Inheritance Tax

Private Clients and Estate Planning, Taxation Bächli Bruno
12.10.2011
DEEN
Chambers and PartnersThe Legal 500

Wenger Vieli are advising at the top level.

Client Testimonial, Chambers, 2024/2025

The team stands out for the quality of its work as well as its reliability.

Client Testimonial, The Legal 500, 2024/2025

They are efficient and precise in their analysis.

Client Testimonial, The Legal 500, 2024/2025

Wenger Vieli is very good, especially for private client matters. They have a great reputation and network.

Client Testimonial, Chambers, 2024/2025

Working with Wenger Vieli we have a dedicated point of contact who seamlessly connects to teams within the organisation for quick and understandable feedback. They go the extra mile by joining calls and meetings on short notice, using all means of communication.

Client Testimonial, Chambers, 2024/2025

Very responsive and experienced in cross border work. Deep understanding of tax and legal background in other countries. Bruno Bächli and Dominik Bürgy; both are very reliable and experienced partners in the field of private client tax services.

Client Testimonial, The Legal 500, 2023/2024

Wenger Vieli is one of the leading Swiss law firms with an international focus. The team consists of outstanding experts who are supported by highly talented and ambitious young professionals. The team always communicates promptly and with Swiss accuracy with their clients. The team is always looking for tailor-made solutions for the clients. The legal elaborations are at the highest scientific level. Litigation is strictly success-oriented and relentless.

Client Testimonial, The Legal 500, 2022/2023

I found the team to be collaborative and extremely responsive. We were also able to find solutions to problems that worked in various jurisdictions. We frequently had calls with parties in three or more countries to organise matters and kept running collective agendas.

Client Testimonial, The Legal 500, 2022/2023