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 […]
Dr. J. Bollag & Cie. AG Wins Private Client Law Firm Award at the WealthBriefing Swiss Awards 2026
Zug, 6 February 2026 Dr. J. Bollag & Cie. AG is proud to announce that it has been recognised as the winner in the Private Client Law Firm category at the prestigious WealthBriefing Swiss Awards 2026. The award was presented on 5 February at an elegant ceremony at the Hotel President Wilson in Geneva. A […]
Employee or freelancer? How to avoid the Swiss pseudo-independence trap
The author of this article, MLaw Dr. phil. Tetyana Miller, is Legal Counsel at Dr J. Bollag & Cie AG. Are you running a Swiss business that hires freelancers? You could be unwittingly operating in a legal gray area that Swiss authorities are scrutinizing. Find out how to prevent falling into that trap. Introduction Pseudo-independence […]
Tramondo CEO Raphael Müller takes over as Group CEO of the Bollag Multi-Family Office Group
Dr. J. Bollag & Cie. AG, a bank-independent group with a focus on multi-family office services that has been domiciled in the Swiss Canton of Zug for over 45 years, today announces that effective 1 March, it has appointed Raphael Müller, the long-standing CEO of Tramondo Investment Partners AG, as Group CEO. This appointment marks […]
US inheritance taxes for Swiss investors (in German)
Der Autor dieses Artikels, RA Dr. iur. Jacob Bollag, ist Legal Counsel und geschäftsführendes Mitglied des Verwaltungsrats der Dr. J. Bollag & Cie. AG. Erblasser ohne US-Staatsbürgerschaft oder US-Niederlassung haben unter Umständen die US-Erbschaftssteuer zu beachten. Namentlich trifft dies zu bei US-Vermögenswerten im Nachlass, die gesamthaft einen Wert von über USD 60’000 aufweisen. Dazu zählen insbesondere […]
Digital General Assembly in the New Stock Corporation Law (in German)
Taxes in Switzerland: Voluntary Self-Denunciation
The author of this article, MLaw Dr. phil. Tetyana Miller, is legal counsel at Dr. J. Bollag & Cie. AG . What to do if you forget to report income or assets on your tax return in Switzerland? There are situations, when you negligently or deliberately make a false or incomplete statement of your income […]
Corporate law: Company limited by shares under new Swiss corporate law
The author of this article, MLaw Dr. phil. Tetyana Miller, is legal counsel at Dr. J. Bollag & Cie. AG and specialises in corporate law. The Federal Council brought the new company law adopted in 2020 into force effective 1 January 2023. At the same time, the Commercial Register Ordinance was amended. The Essentials of […]
Immigration law: Family Reunification in Switzerland
The author of this article, Zlatko Janev, is an attorney-at-law and legal counsel as well as head of the legal department at Dr. J. Bollag & Cie. AG. His main activities include advising and representing clients in the area of immigration law. Requirements for family reunificationA person who has Swiss citizenship or a permanent residence […]
Family Office: Making banking relationships work for you and your business
The author of this article, Marco Hochuli, is the Head of the Family Office unit at Dr J. Bollag & Cie AG and a specialist in banking relationships. Key takeaways of this article: Switzerland remains one of the most attractive banking places globally The complexity of opening a banking relationship has increased in recent years […]