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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 Law

Geneva is enhancing its appeal in the field of philanthropy

L’Administration fiscale cantonale de Genève (« AFC ») a récemment actualisé sa pratique en matière d’exonérations fiscales pour les associations et fondations poursuivant un but d’utilité publique. Cette mise à jour –...
2 February 2026

Legislative and Regulatory Updates for 2026

Borel & Barbey would like to draw your attention to the main legislative changes applicable from 2026 onwards in the areas of Banking & Finance, Corporate – M&A, Private Clients,...
18 December 2025

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