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Tax & estate planning, trusts & donations

Families transferring substantial assets to the next generation require expert advice to mitigate the tax impact and optimise the tax position of the beneficiaries or heirs.

As part of a comprehensive wealth and estate planning, our team provides tax advice on matters such as drafting wills and similar instruments, forming family foundations, trusts, and charities, as well as facilitating relocations to Switzerland.

News Tax

AIJA Wealth Lab : Bringing the next generation into the family fold | Geneva, 13-15 November

Josef Alkatout (Family), Julia Henninger (Private Clients) and Jérémie Sommaruga (Tax) will represent Borel & Barbey at the upcoming AIJA Wealth Lab: Bringing the Next Generation into the Family Fold,...
10 November 2025

« Plan d’intéressement – Un levier stratégique pour fidéliser vos talents »

Our Partners Pierre Turrettini and Vincent Berger had the pleasure of speaking yesterday at FER Genève, alongside Delphine Bachmann, State Councillor in charge of the Department of Economy, Employment and...
5 November 2025

International Fiscal Association Annual Congress – Lisbon 2025

Our Tax Partner Vincent Berger will represent Borel & Barbey at the 77th Congress of the International Fiscal Association, taking place in Lisbon, Portugal, from 5 to 9 October. The...
2 October 2025