Private client

Schellenberg Wittmer Ltd

With in-depth experience handling estate and inheritance disputes for high-profile international clients, Schellenberg Wittmer Ltd presents itself as a go-to firm for families needing advice on wealth structuring and preservation. The team is headed by Andrea Dorjee-Good and David Wallace Wilson. Dorjee-Good stands out for her expertise in estate and succession planning, while Wilson often handles inheritance disputes. With decades of experience navigating the private banking landscape, Bernard Vischer is recommended for matters related to corporate and banking regulations. Other key individuals include Guillaume Grisel, who regularly advises on international tax matters, as well as Caroline Lopez Nagai.

Legal 500 Editorial commentary

Testimonials

Collated independently by Legal 500 research team.

‘They have a large team of specialists all with great knowledge.’
'Andrea Dorjee-Good is a fantastic asset to her clients. She combines her in-depth knowledge of Swiss succession law with strong problem-solving skills, which enables her to find pragmatic solutions in the complex world of cross-border estate planning.’
‘Guillaume Grisel has great depth of cross-border private client knowledge, particularly between the UK and Switzerland. Guillaume has impressive language skills and is always a pleasure to work with.’
‘The dedication they provide in their level of work to their clients is impressive. They provide a dedicated and professional service.'
‘The Schellenberg Wittmer private client team's standing in the market in terms of technical expertise is second to none. This is reflected in the central role that the firm has played regarding the development of Swiss trust law.'
'The team combine their technical expertise with great commercial acumen, ensuring that clients receive pragmatic advice. They are international in their outlook, which is critical given the amount of private client work which involves a cross-border element.’
'Bernard Vischer and David Wallace Wilson are both exceptional professionals as well as first class advisors in Switzerland.’
'Lopez-Nagai is very knowledgeable, responsive, reliable and above all favours practical solutions for her clients.'

Key clients

Rhone Trust
NBK Banque Privée (Suisse) SA

Work highlights

Representing one of several heirs in a very complex cross-border trust and estate dispute involving complex trust structures in various jurisdictions holding a major family-owned business.
Representing two heirs in a complex Swiss estate litigation, involving claims against the stepfather and the executor who is challenging substantial lifetime gifts to the clients.
Advising a UHNWI with a Swiss background on his global estate planning.

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