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Thought Leader

WWL Ranking: Global Elite Thought Leader

Questions & Answers

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.  

How has covid-19 affected clients? What do you predict to be the long-term effects of the pandemic on your private client practice?

It is difficult to foresee what the long-term effects will be. In particular, since this may just be the beginning of a new area with much further-reaching impact than we currently can anticipate. Perhaps I should answer this question in five years.  

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 etc.). 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 Ranking: Thought Leader
WWL Ranking: Thought Leader

WWL says

The “excellent” Daniel Bader stands out as a “key practitioner in this area with a strong reputation as a tax specialist”.

Questions & Answers

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, i.e. 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 up its private client practice to differentiate itself from its competitors?

Private client work is a lot about experience. We have been 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.

How has covid-19 affected clients? What do you predict to be the long-term effects of the pandemic on your private client practice?

It is difficult to foresee what the long-term effects will be. In particular, since this may just be the beginning of a new area with much further-reaching impact than we currently can anticipate. Perhaps I should answer this question in five years.

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 (economical, health, peace etc.). 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 with 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

The “highly skilful” Daniel Bader enjoys a “strong reputation as a tax specialist” who provides first-rate advice across the full gamut of tax matters for private clients.

Questions & Answers

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 in 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 board member of family offices. He is the president of the International Fiscal Association, Swiss branch. 

What inspired you to pursue a legal career?

Initially, I studied and taught economics at university. During my studies I dedicated significant time to the question of how law interacts with economics. More and more, the focus of my work shifted from economics to law, which is why I ended up pursuing a legal career. 

What do you enjoy most about working in the field of private clients?

The private client business is about law and people. Combining my passion for tax and private client law with day-to-day interactions with clients is what I enjoy most about my work. 

What qualities do clients look for in an effective private client lawyer?

Clients want to be taken care of. No matter how big or small the problem is, no matter whether it is a legal or non-legal matter, a private client lawyer needs to be able to fully dedicate themselves to the client. A client, in particular in the private client sector, is looking for their very personal lawyer. You need to make them feel like they are your only client and take care of them accordingly. 

How have you seen the issue of Brexit affect the private client space over the past couple of years?

Brexit is just another political development that shows what the private client space is currently undergoing. Over the past couple of years, political, legal and social changes have increased again. Planning for private clients is no longer aimed at covering the next century, but rather at the coming five to 10 years. Working in the private client area has also become a lot about anticipating future developments and implementing solutions to them already in today’s work.  

Sources have noted that Switzerland has experienced an increase in the relocation of high-net-worth individuals. What would you say is driving this development?

The political, legal and social changes over the past few years have increased the wish of clients for stability in their personal environment, and are the clear driver of this development. Switzerland attracts high-net-worth individuals seeking predictability in their legal environment, stability in their economic system, and computability in case problems arise. 

How is the generational shift changing legal practice at your firm? What do younger lawyers do differently?

Young lawyers start their career from a different background, irrespective of whether we look at today’s education, use of technology or business/life models. However, if you take a closer look at this generational shift, it is nothing else than today’s generation of young lawyers adapting to those new parameters of life. As a law firm, we invest significantly in human resources, education and technology to have all generations, irrespective of their background, work seamlessly together.   

How do you anticipate the Swiss legal framework changing in the next five years?

There will be three main drivers that will have an impact on the legal framework and mainly drive the change. First, an increase in the regulatory framework: the complexity of today’s world will drive an increase in regulations, in Switzerland as well as other places. Second, international competition between countries: jurisdictions will focus more and more on protecting their economic basis by implementing legal barriers. And third, more sustainable solutions: ecological needs and political power will significantly drive the change in how we think and also how our legal framework will change.  

What is the best piece of career advice you have received?

Be authentic, honest, thoughtful and generous. 

Global Leader

Corporate Tax - Advisory 2020

Professional Biography

WWL Ranking: Recommended

WWL says

Daniel Bader wins acclaim from market commentators thanks to his profound international tax planning expertise.

Biography

Daniel Bader co-heads the tax practice and the social security practice at Bär & Karrer. He is based in Zurich and has been partner since 2010. He is a member of the managing board of Bär & Karrer.

Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.

He comprehensively advises private clients, companies and entrepreneurs in tax and legal-related questions including successions planning, transactions and private wealth structures.

Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.

Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA.

He is listed as a leading lawyer by Chambers, The Legal 500 and Citywealth.

Bär & Karrer is a renowned Swiss law firm with more than 170 lawyers in Zurich, Geneva, Lugano and Zug. Its core business is advising clients on innovative and complex transactions and representing them in litigation, arbitration and regulatory proceedings. The firm's clients range from multinational corporations to private individuals in Switzerland and around the world.

Bär & Karrer has been repeatedly awarded Switzerland's "Law Firm of the Year" by the most prestigious international legal ranking agencies.

Private Client 2020

Professional Biography

WWL Ranking: Global Elite Thought Leader

WWL says

Daniel Bader is a “great practitioner” who comes “very highly recommended” by sources for his impressive ability to adeptly advise private clients in tax and legal-related issues.

Biography

Daniel Bader co-heads the tax practice and the social security practice at Bär & Karrer. He is based in Zurich and has been partner since 2010. He is a member of the managing board of Bär & Karrer.

Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.

He comprehensively advises private clients, companies and entrepreneurs in tax and legal-related questions including successions planning, transactions and private wealth structures.

Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.

Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA.

Daniel Bader is listed as a leading lawyer by ChambersThe Legal 500 and Citywealth. He was listed in the 2018 editions of WWL: Private Client and WWL: Corporate Tax. The 2019 edition of WWL: Private Client recognised him as a number-one Global Elite Thought Leader for the EMEA region.

Bär & Karrer is a renowned Swiss law firm with more than 170 lawyers in Zurich, Geneva, Lugano and Zug. Its core business is advising clients on innovative and complex transactions and representing them in litigation, arbitration and regulatory proceedings. The firm's clients range from multinational corporations to private individuals in Switzerland and around the world.

Bär & Karrer has been repeatedly awarded Switzerland's "Law Firm of the Year" by the most prestigious international legal ranking agencies.

National Leader

Switzerland - Corporate Tax 2021

Professional Biography

WWL Ranking: Recommended

WWL says

Daniel Bader is a “corporate tax specialist” who draws plaudits for his in-depth expertise regarding international tax issues.  

Biography

Daniel Bader co-heads the tax practice and the social security practice at Bär & Karrer. He is based in Zurich and has been partner since 2010. He is a member of the managing board of Bär & Karrer.

Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.

He comprehensively advises private clients, companies and entrepreneurs in tax and legal-related questions including successions planning, transactions and private wealth structures.

Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.

Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA.

He is listed as a leading lawyer by Chambers, The Legal 500 and Citywealth.

Bär & Karrer is a renowned Swiss law firm with more than 170 lawyers in Zurich, Geneva, Lugano and Zug. Its core business is advising clients on innovative and complex transactions and representing them in litigation, arbitration and regulatory proceedings. The firm's clients range from multinational corporations to private individuals in Switzerland and around the world.

Bär & Karrer has been repeatedly awarded Switzerland's "Law Firm of the Year" by the most prestigious international legal ranking agencies.

Switzerland - Private Client 2021

Professional Biography

WWL Ranking: Recommended

WWL says

The “excellent” Daniel Bader stands out as a “key practitioner in this area with a strong reputation as a tax specialist”.

Biography

Daniel Bader co-heads the tax practice and the social security practice at Bär & Karrer. He is based in Zurich and has been partner since 2010. He is a member of the managing board of Bär & Karrer.

Daniel Bader provides national and international tax, social security and legal advice to individuals and corporate clients.

He comprehensively advises private clients, companies and entrepreneurs in tax and legal-related questions including successions planning, transactions and private wealth structures.

Daniel Bader develops solutions, particularly related to cross-border structuring and to corporate and private relocations from and to Switzerland. He assists clients in questions regarding income and wealth tax, estate and gift taxes, real estate tax and social security.

Daniel Bader is a frequent speaker at national and international tax and private clients conferences, and acts as board member of Family Offices. He is president of the Swiss branch of the International Fiscal Association IFA.

Daniel Bader is listed as a leading lawyer by ChambersThe Legal 500 and Citywealth. He was listed in the 2018 editions of WWL: Private Client and WWL: Corporate Tax. The 2019 edition of WWL: Private Client recognised him as a number-one Global Elite Thought Leader for the EMEA region.

Bär & Karrer is a renowned Swiss law firm with more than 170 lawyers in Zurich, Geneva, Lugano and Zug. Its core business is advising clients on innovative and complex transactions and representing them in litigation, arbitration and regulatory proceedings. The firm's clients range from multinational corporations to private individuals in Switzerland and around the world.

Bär & Karrer has been repeatedly awarded Switzerland's "Law Firm of the Year" by the most prestigious international legal ranking agencies.

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