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Effective inheritance tax planning tools

No day is without news on new taxes. While we don't claim to predict the future, in light of the taxman's ...

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How to define a tailored family office investment strategy

Investments are at the core of single family offices. Whether investment management is performed in-house ...

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trust and estate law firm Switzerland


Importance of the wealth management Know Your Customer process

In our experience, the Know Your Customer (KYC) onboarding process is the biggest bottleneck in wealth ...

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offshore trust and private wealth law firm Switzerland


Centro LAW Guest Series: Business families and storytelling for success

Business families face many challenges, the most critical result from the combination of keeping a family ...

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Centro LAW Guest Series: Family business succession planning – the Italian job

Italy is home to more than ten thousand Ultra High Net Worth Individuals. Many entrepreneurs lead family ...

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How to design a human-centered wealth plan

Indulge us a little as we revisit an important topic covered in a previous post about wealth planning. We ...

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fiduciary law firm Switzerland


Wealth planning: a risk perspective

As a wealth owner, you face many threats and challenges. To grow, preserve, protect, and smoothly transfer ...

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high profile clients law firm Switzerland


Centro LAW Guest Series: THRIVE - a wellbeing framework for family governance

While it can be a wonderful thing, a family is a complex constellation of relationships held together by ...

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international tax law firm Switzerland


Lump-sum taxation in Switzerland

Have you heard about a Lex Chaplin? Why should you? There has never been such a law. However, the term has ...

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succession planning law firm Switzerland


International estate planning: Vivre pour le meilleur

Johnny Hallyday, a French rock legend, died in 2017, leaving an estate that was estimated worth over USD ...

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wealth management law Zurich


International estate and inheritance taxes

We will experience the biggest wealth transfer in history within the next three decades since Baby Boomers ...

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investment management law firm Switzerland


How to elevate your single family office to excellence

The number of global single family offices is continuously rising. With the introduction of virtual family ...

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private client lawyer


Centro LAW Guest Series: Impact investing. Discovering underlying value

Values-based investment strategies are the zeitgeist, as more investors look towards environmental, ...

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wealth planning strategy Switzerland


Centro LAW Guest Series: Private equity in wealth management. How to diversify your portfolio and achieve strong performance with alternative investments

It may seem that private equity investors already own everything: fashion brands, food companies, computer ...

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wealth structuring law firm Switzerland


How to prepare for estate planning

Today is as good as any to start estate planning. For some, this post may be a reminder to focus on the ...

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international family law firm Switzerland


Residence in international tax law: Whenever, Wherever

Shakira is a Colombian pop star married to a Spanish football player and has officially been a resident in ...

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The costs of running a single family office

Cost is often predominant in the evaluation of a single family office creation. We believe that the costs ...

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wealth structuring law firm Switzerland


Centro LAW Guest Series: How investments in renewable energy can help fight climate change while providing a superior return on investment

Interested in knowing more about investments in renewables and energy economics? Harikishan Mandalapu and ...

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wealth structuring legal services Switzerland


Investment products: A glimpse behind the wealth management industry’s curtain

Want the lowdown on what the investment and wealth management terms you hear bandied about really mean? ...

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wealth structuring law firm Switzerland


Why family heritage, governance, and succession planning matter

The Lacoste Story

Sophie Lacoste is the owner of a French luxury ski apparel brand and the granddaughter ...

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private wealth lawyer Zurich


Why you need a wealth planning strategy

With a strategy, everything becomes easier

We see wealth planning as the sum of arrangements to grow, ...

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private practice law firm Switzerland


How to build your virtual family office

The future of family wealth

Family offices are the zeitgeist in wealth management. Everyone has or wants ...

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private client lawyer Zurich


Our blog manifesto

What to expect from us.

Before we start with our regular posts, we believe it might be helpful to make a ...

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