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

Schmid Christoph

Christoph
Schmid

Partner

Vieli Bignia

Bignia
Vieli

Partner

Altorfer Peter

Peter
Altorfer

Of Counsel

Cereghetti Marco

Marco
Cereghetti

Of Counsel

Landolf Urs

Urs
Landolf

Of Counsel

Doswald Joël

Joël
Doswald

Senior Associate

Aebersold Rahel

Rahel
Aebersold

Associate

Christen Andrea

Andrea
Christen

Associate

Groth Lukas

Lukas
Groth

Associate

Merz Tatjana

Tatjana
Merz

Associate

Kellenberger Viola

Viola
Kellenberger

Paralegal

Chambers and PartnersThe Legal 500

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

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

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