Office Location: Germany
Germany, Liechtenstein, Spain, Switzerland, United States
Charitable Planning and Philanthropy
Estates: Planning
Tax Advisory
Natalie Peter heads the private clients practice. She has extensive experience in advising clients and their families typically on their cross-border matters, including estate and tax planning; immigration to/emigration from Switzerland; and analysing and setting up tax-efficient structures. She has a particularly extensive knowledge in matters relating to the taxation of trusts and foundations as well as the setting-up of tax-exempt charitable organisations. She is recognised as a top professional in various directories.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: I started as a tax lawyer. More and more clients needed assistance in estate planning and structuring matters. It was not really a decision to specialize in private client law.
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: Listen to the client to be able to analyse his/her needs or his/her family's need. Think out of the box!
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: How the new generation is dealing with family wealth and what structures will be used in the future.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: In the Kronenhallebar