Daniel Bader

Bär & Karrer Ltd

Zurich www.baerkarrer.ch

daniel.bader@baerkarrer.ch Tel: +41 58 261 54 32

Biography

Daniel Bader is a partner in the Zurich office and provides national and international tax and legal advice to individuals and corporate clients. He advises private clients, executives and entrepreneurs on tax-related questions, including succession planning and private wealth structures. Daniel develops tax solutions, particularly related to cross-border structuring. He assists clients with questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security. He teaches and is a frequent speaker at tax and private client conferences, and acts as a board member of family offices. He is the president of the International Fiscal Association, Swiss branch.

What did you find most challenging when entering private client practice?

Realising and understanding that advising private clients goes far beyond just providing legal advice. Each client has a personal background and therefore, each solution must be in line with such.

What type of matters are clients currently seeking advice on most frequently? What would you say is driving this?

We have noticed a significant increase around all questions of safety, stability and predictability, ie, planning for next generations, relocating to “safe” places, understanding options for the future. This has mainly been driven by the uncertainty throughout 2020.

How has Bär & Karrer been building out its private client practice to differentiate itself from its competitors?

Private client work is a lot about experience. We are a well-established player in the market for almost 50 years. We have been able to maintain and further strengthen our practices throughout these years and have successfully anticipated new trends. The combination of learning from the past and anticipating future trends is what differentiates us from our competitors.

What are the key challenges that the next generation of private client lawyers may face?

Planning will be more complex – complexity driven by an increase in global interdependencies in all areas (economic, health, peace). Meeting client’s expectations will be tough due to a higher level of uncertainty and complexity.

In which direction would you like to steer your practice in the next five years?

We have to continue to provide the client not only with legal advice, but rather a comprehensive and holistic service that enables us to share more of our expertise them.

What can younger lawyers be doing to establish themselves in the private client market?

Interact with peers and clients, and learn from them.

WWL says: Daniel Bader possess a wealth of experience in the field of private clients and receives plaudits in particular as “a great lawyer for tax matters”.