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FROM THE BLOG

Froriep Blog Posts for Topic Private Clients

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Nicola Benz

Nicola Benz’s practice is focused on technology and life sciences transactions. She assists technology companies of all sizes, from start-ups to established players, as well as investors, suppliers and customers across a broad range of industries and sectors. Nicola Benz’s expertise covers outsourcing, licensing, joint ventures and collaborations and associated intellectual property issues. She also has considerable experience advising on all types of commercial contracts, competition and regulatory issues and data protection. Nicola Benz is recognised as a globally leading patent and technology licensing lawyer, as well as a leading practitioner in the field of intellectual property. Chambers Europe (2018) ranked her as leader in the fields of Intellectual Property and Life Science, and she was recommended in the 2018 edition of the Legal 500 EMEA for Intellectual Property as well as TMT matters. She has also been named as a thought leader for data law in the publication "Who's Who Legal 2018". Born in Scotland, Nicola obtained her law degree from the University of Edinburgh (LLB Hons) in 1997. She joined our firm as an associate in 2002 and became a partner in 2010. Since 2017 she has been the managing partner of our firm. Her working languages are English and German. Nicola is a member of the Zurich Bar Association, the International Trademark Association (INTA), the Licensing Executives Society (LES) and the International Technology Law Association (iTechLaw).

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Daniel Haymann

Daniel Haymann's practice focuses on international and domestic commercial litigation and arbitration as well as corporate and commercial law. He also advises firms in the cannabis industry along the entire value chain, including, among others, on regulatory matters. He obtained a Master of Law from the University of Zurich in 2004 and a Master of Business Administration with finance focus from the Hong Kong University of Science and Technology in 2013. He was admitted to the Zurich Bar in 2019. He gained extensive experience as a commodity trader and in managerial positions in the coal, petroleum coke and fertiliser industries for the two leading international commodity trading firms in their respective fields. He was based in Zurich, Baar, Singapore and Hong Kong. He then joined an International Finance and Business Development Boutique as partner and held management positions in corporate business development. Daniel Haymann works in English, German, Hebrew, French and Spanish and is conversant in Mandarin.

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Ten questions every company active in the cannabis business in Switzerland should reflect on

Posted by on 12 August 2019

On 26 June 2019, the Federal Council assigned the Federal Department of Home Affairs (FDHA) to conduct a consultation procedure on the amendment of the Federal Narcotics Act (NarcA), which will last until 17 October 2019. The planned amendment to the NarcA aims to facilitate and expand the handling of medicinal cannabis that is exempt from a special approval of the Federal Office of Public Health. In particular, the traffic ban on cannabis narcotics for medicinal purposes is to be lifted, which should lead to limited tradability.

Topics: Private Clients , Corporate & Commercial

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Oliver Arter

Oliver Arter’s practice focuses on private clients and their advisers (banks, family offices, foreign advisers) in all aspects of domestic and international wealth planning. He also specialises in banking, asset management and regulatory matters. Oliver became of counsel in June 2009. His work involves representing and advising private clients on the structuring of assets (trusts, foundations, international business corporations), domestic and international estate planning, division of estates, execution of wills, matrimonial property rights, advance care directives and living wills, taking up residence and taxation. In addition he advises Swiss and international banks, asset managers, investment advisers and family offices on regulatory and contractual matters and represents them in proceedings. He publishes extensively in all his fields of practice. Oliver is an academic consultant with the Institute for Legal Theory and Legal Practice at the University of St Gallen, and is frequently invited to give lectures and chair conferences. Oliver Arter graduated with a law degree from the University of St Gallen in 1996 and was admitted to the Zurich Bar in 2000. His working languages are German, English and French. He is a member of the Zurich Bar Association, the Swiss Bar Association, the Society of Trust and Estate Practitioners (STEP), the International Tax Planning Association (ITPA) and the Banking Law Association (“Bankenrechtliche Vereinigung e.V.”). Chambers Global, Chambers Europe, Chambers High Net Worth and Legal500 have ranked him for many years in a row as a leader in the field of private client.

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Amendment of inheritance law – must I adapt my existing will or my contract of inheritance?

Posted by on 15 July 2019

On 29 August 2018, the Swiss Federal Council presented a proposal for a first partial amendment of Swiss inheritance law. The purpose of drafting the law is the adjustment of inheritance law to new societal forms of cohabitation and making corporate succession regulations easier. Of great practical relevance in the case of estate planning is that the previous mandatory portion claims of the descendants are reduced.

Topics: Private Clients , Charity and Social enterprise

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Oliver Arter

Oliver Arter’s practice focuses on private clients and their advisers (banks, family offices, foreign advisers) in all aspects of domestic and international wealth planning. He also specialises in banking, asset management and regulatory matters. Oliver became of counsel in June 2009. His work involves representing and advising private clients on the structuring of assets (trusts, foundations, international business corporations), domestic and international estate planning, division of estates, execution of wills, matrimonial property rights, advance care directives and living wills, taking up residence and taxation. In addition he advises Swiss and international banks, asset managers, investment advisers and family offices on regulatory and contractual matters and represents them in proceedings. He publishes extensively in all his fields of practice. Oliver is an academic consultant with the Institute for Legal Theory and Legal Practice at the University of St Gallen, and is frequently invited to give lectures and chair conferences. Oliver Arter graduated with a law degree from the University of St Gallen in 1996 and was admitted to the Zurich Bar in 2000. His working languages are German, English and French. He is a member of the Zurich Bar Association, the Swiss Bar Association, the Society of Trust and Estate Practitioners (STEP), the International Tax Planning Association (ITPA) and the Banking Law Association (“Bankenrechtliche Vereinigung e.V.”). Chambers Global, Chambers Europe, Chambers High Net Worth and Legal500 have ranked him for many years in a row as a leader in the field of private client.

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The new Financial Institutions Act (FinIA/FINIG) – Impact on the Activities of Trustees

Posted by on 5 October 2018

To date, independent trustees in Switzerland are regularly not recognised as such on a supervisory basis. This will change with the implementation of a new supervisory legislation, presumably from 1 January 2020.

Topics: Private Clients , Banking & Finance , Capital Markets

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Oliver Arter

Oliver Arter’s practice focuses on private clients and their advisers (banks, family offices, foreign advisers) in all aspects of domestic and international wealth planning. He also specialises in banking, asset management and regulatory matters. Oliver became of counsel in June 2009. His work involves representing and advising private clients on the structuring of assets (trusts, foundations, international business corporations), domestic and international estate planning, division of estates, execution of wills, matrimonial property rights, advance care directives and living wills, taking up residence and taxation. In addition he advises Swiss and international banks, asset managers, investment advisers and family offices on regulatory and contractual matters and represents them in proceedings. He publishes extensively in all his fields of practice. Oliver is an academic consultant with the Institute for Legal Theory and Legal Practice at the University of St Gallen, and is frequently invited to give lectures and chair conferences. Oliver Arter graduated with a law degree from the University of St Gallen in 1996 and was admitted to the Zurich Bar in 2000. His working languages are German, English and French. He is a member of the Zurich Bar Association, the Swiss Bar Association, the Society of Trust and Estate Practitioners (STEP), the International Tax Planning Association (ITPA) and the Banking Law Association (“Bankenrechtliche Vereinigung e.V.”). Chambers Global, Chambers Europe, Chambers High Net Worth and Legal500 have ranked him for many years in a row as a leader in the field of private client.

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Daisy Vacher

Daisy Vacher's work focuses on matters of Swiss immigration and the procurement of work permits for companies wanting to employ foreign nationals in Switzerland. Before joining Froriep as an attorney, Daisy Vacher spent three years working for Fragomen Global Immigration Services in Zurich. Before that she was an associate attorney with Izaguirre Law in Colorado Springs, USA. In 2006 she completed her Bachelor of Arts at the University of Arizona followed by her Juris Doctor degree from the Sturm College of Law at the University of Denver in 2011. Later that same year she was admitted to the Colorado Bar. She is a native English speaker and has a good command of German, Spanish, French and Italian.

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Investment Advisory Contracts

Posted by on 16 August 2018

On 16 April 2018 (4A_586/2017), the Swiss Federal Supreme Court issued a decision regarding investment advice. This judgment provides us with the opportunity to present some key aspects of investment advisory contracts.

Topics: Private Clients , Banking & Finance , Litigation

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Dimitri M. Rotter

Dimitri joined our firm as an associate in 2003 and became a partner in 2013. Dimitri is a very experienced tax lawyer based at the Zug office but heads also the Geneva tax practice of the firm. He has a long standing practice of corporate tax due to his background with the Big Four accounting firms. He represents clients in tax litigation cases in the Swiss Courts up to the Supreme Court. Dimitri focuses on domestic and cross border tax, including tax optimisation, and selected aspects of VAT notably for private client and their investment structures where he assists clients with regard to all related legal aspects. Special domains of expertise are aviation tax and syndicated loans. He obtained his law degree from the University of Geneva (lic. iur.) in 1990 and was admitted to the Lucerne Bar in 1993. He qualified as a Swiss Certified Tax Expert in 2002. His working languages are German, French and English. Dimitri is a member of the Zug Bar Association, the Swiss Bar Association, the International Fiscal Association, EXPERTSuisse (Swiss Institute of Certified Accountants and Tax Counsels) and of the International Tax Planning Association (ITPA).

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VAT pitfalls for foreign lessors or sellers of aircrafts engaged in cross border activities with Switzerland

Posted by on 10 July 2018

An amended VAT brochure about aviation published on the 3rd of July 2018 by the Swiss tax administration highlights several changes concerning VAT registration in case of cross border activities with ties to Switzerland. This may affect foreign or Swiss parties to lease and purchase agreements mainly if the aircraft is located in Switzerland at some stage.

Topics: Private Clients , Tax , Aviation & Shipping

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