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Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

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    Reducing complexity in business and private matters.
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    Safeguarding our clients' rights and maximizing their options.
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    Making accounting, tax and fiduciary efficient, clear, and actionable.
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  • News
    What has changed for children’s compulsory share – and what it means for your estate planning
    Dr. J. Bollag & Cie. AG Wins Private Client Law Firm Award at the WealthBriefing Swiss Awards 2026
    Employee or freelancer? How to avoid the Swiss pseudo-independence trap
    Tramondo CEO Raphael Müller takes over as Group CEO of the Bollag Multi-Family Office Group
    Implementation of AbaWeb
    US inheritance taxes for Swiss investors (in German)
    Digital General Assembly in the New Stock Corporation Law (in German)
    Taxes in Switzerland: Voluntary Self-Denunciation
    Corporate law: Company limited by shares under new Swiss corporate law
    Immigration law: Family Reunification in Switzerland
    Family Office: Making banking relationships work for you and your business
    Inheritance law: Can compulsory heirs be excluded from a will?
    Advance Care Directive: Self-determination in Case of Incapacity to Judge (in German)
    Inheritance Law: How you can maximally benefit your spouse and avoid buyout issues (in German)
    Interview: Questions in Foreigners’ Law (in German)
  • Contact us

    How to Reach us

    You will find us in a historic old building in the heart of the Old Town of Zug dating back to the Middle Ages.

    Zug enjoys a central location between Zurich and Lucerne. From Zurich Airport there is a regular train service to Zug via Zurich Central running on an hourly basis.

    Visit our Office:

    Dr. J. Bollag & Cie. AG
    Unter Altstadt 10
    CH-6302 Zug

    Call Us or send a Fax:

    +41 41 729 08 08 (phone)
    +41 41 729 08 09 (fax)

    Use Contact Form:

    Please fill in the fields in contact form to request a call-back.

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logo Dr. J. Bollag & Cie. AG

Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch

What has changed for children’s compulsory share – and what it means for your estate planning

In the latest episode of the Goanwalt podcast, Dr. iur. Jacob Bollag discusses the 2023 reform of Swiss inheritance law and the concrete changes to the compulsory share (Pflichtteil) of children. The conversation was led in German.

He explains the room for manoeuvre testators enjoy today, the role of the surviving spouse, why disinheritance in Switzerland requires exceptionally serious grounds, and why a combined marital and inheritance agreement is often the most underrated tool in estate planning.

Essential viewing for couples, patchwork families, unmarried partners and anyone with significant assets or a family-owned business.

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Über uns

Dr. J. Bollag & Cie. AG baut auf über 45 Jahre Erfahrung in der Beratung von Familien und Unternehmern im In- und Ausland. Mit Spezialisierung auf ganzheitliche Family-Office-Mandate bietet die Gruppe komplexe Lösungen in den Geschäftsbereichen Family Office Services, Steuern & Recht, Corporate Services sowie Finance.

In enger Zusammenarbeit mit ihrer Partnergesellschaft Tramondo Investment Partners AG verschafft Dr. J. Bollag & Cie. AG ihren Kunden nahtlosen Zugang zu anspruchsvollen Lösungen in den Bereichen Vermögensschutz, Wealth- und Asset Management.

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Dr. J. Bollag & Cie. AG
Unter Altstadt 10
CH-6302 Zug

T +41 41 729 08 08
F +41 41 729 08 09
office@bollag.ch

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