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Private Wealth (Geneva)


As preferred advisers to private investors, families and to the wealth management industry, Charles Russell Speechlys is in a unique position.

We understand that when it comes to tax, family law advice, succession and personal wealth planning, individual concerns are just as important as the technical issues. Clients come to us for clear, commercial and practical advice. Our aim is to build a close relationship with each of our clients.

With offices in the four major European investment and wealth management marketplaces – London, Luxembourg, Paris and Switzerland – as well as in the Middle East, Charles Russell Speechlys is one of the few firms able to provide comprehensive and integrated advice in the management of private wealth.

Our clients come from all over the world and include families, entrepreneurs, family offices, trust companies, trustees and banks. Advice is often required within short timescales, and across several time zones.

Whether advising on domestic or international wealth structuring, managing family wealth issues or disputes, acquiring real estate, commercial transactions, establishing a family office or facilitating philanthropy, we ensure that our clients' family and personal wealth goals are aligned with their commercial objectives.

We have established expertise, advising on:

  • International and UK tax matters
  • Tax disclosures, investigations and cross border tax reporting (e.g. Common Reporting Standard (CRS) and the Foreign Account Tax Compliance Act (FATCA) and compliance regimes (e.g. the EU Fourth Anti-Money Laundering Directive)holding property or financial assets (works of art, real estate, etc)
  • International wills, tax and estate planning, including transnational structuring where family members or assets are located in multiple jurisdictions
  • Good governance in relation to family wealth
  • Philanthropy
  • Applications for divorce relating to finance as well as marital and civil partnership agreements
  • Cross-border child law matters
  • Swiss and UK immigration matters