Office Location: Canada
Canada, France, Greece, Italy, Switzerland, United States, Norway
Charitable Planning and Philanthropy
Estates: Planning
Family Governance and Business
I am the partner in charge of the firm’s private clients department in Zurich and also lead the Latin American team. I advise wealthy individuals and families on a broad number of personal matters including management of their intra-family issues, their financial and non-financial assets, and their philanthropy. Globally, I regularly deal with complex cross border issues and routinely coordinate multidisciplinary advisors in multiple jurisdictions. My international background is helpful in doing so. I am on the board of a Swiss Private Bank which enhances my knowledge of financial matters. My dedication is to achieve the best solutions for our firm’s clients and I am thankful that because of my efforts I enjoy their trust. I am pleased to sit on the board of several Swiss charitable foundations on a voluntary basis, which is personally rewarding. I act as the honorary consul of Ecuador in Zurich. My working languages are English, Spanish, German, and French.
Question : What drew you to specialise in private client law/ wealth advisory?
Answer: Being a generalist with empathy and dedication.
Question : For lawyers entering private client law, what are key skills you think are essential?
Answer: -
Question : With the evolving landscape of the private client world, what are recent trends or shifts you are excited to explore?
Answer: Relocations, longevity, capacity, flexibility of structures.
Question : Where is your favourite place to take a peer for a cocktail or coffee?
Answer: Cocktails at home are the best.