PARTNER MARCUARD FAMILY OFFICE
ATTORNEY-AT-LAW, MBA
Denise Schmid, as partner of the Marcuard Family Office, focuses on the structuring of wealthy families. She advises Swiss families and supports international families in the coordination of legal and tax projects. Together with her colleagues from the Marcuard Family Office, she supports families in developing family models, wealth strategies and succession solutions as well as in analysing family risks. She studied at the Universities of Zurich and Alicante. She completed her law studies in 1999 and was admitted to the bar in 2001. She initially worked for various law firms in Zurich and London and moved to finance in 2006. She has been working with entrepreneurial families since 2010, first in a single family office in Lucerne and since 2014 with Marcuard Family Office.
BRIEF OVERVIEW
- Inheritance law and estate planning
- Family Governance Consulting and Structures
- Family constitutions
- Training of family members
- Member of the Board of Directors of family businesses
- Development of financial and asset planning
- Tax planning in Swiss tax law
- Philanthropy for families
- family risk analysis