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Thought Leaders

Thought Leaders

Natalie Peter

Natalie Peter

Blum&Grob Attorneys at Law LtdNeumuehlequai 6PO Box 3954ZurichZurichSwitzerlandCH-8021

Thought Leader

WWL Ranking: Thought Leader

WWL says

Natalie Peter is a taxation specialist who peers affirm is “well known in the market and a superb lawyer”.

Questions & Answers

Natalie Peter heads the private clients practice. She has extensive experience in advising clients and their families, typically on cross-border matters including estate and tax planning; immigration to/emigration from Switzerland; and analysing and setting up tax-efficient structures. She has particularly extensive knowledge in matters relating to the taxation of trusts and foundations, as well as the setting-up of tax-exempt charitable organisations. She is recognised as a top professional in various directories.

What do you enjoy most about practising private client law?

Every client has a different personality and every family has its own family governance. Thus, there is not one way of dealing with family matters such as estate and tax planning. Before being able to implement any structure, the wishes and goals of each family member, as well as the dynamics of the family, must be grasped first.

How has the increased scrutiny on compliance in recent years impacted the way in which tax structuring is handled? 

Every jurisdiction has its own compliance rules, which must be obeyed independently. To keep compliance work to a minimum, exposure is typically limited to as few jurisdictions as needed. In addition, the protection of the clients’ privacy may lead to a different jurisdiction of structure being used than in the past.

How do the demands of separate generations of clients differ from one another, and what challenges do they pose?

While the older generation is more focused on family governance and keeping the family wealth together, younger generations are concerned about the way the family funds are invested. Sustainable asset management has become a demand. The protection of family wealth for the next generations is receding to the background.

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

Work/life balance was not discussed when I started as a young lawyer. However, it is the reality today, and our younger lawyers balance their work and free time quite differently – maybe better than we did. It is a challenge though, as the expectations on both sides may collide at times.

As head of Blum & Grob’s private client team, what are your priorities regarding its development over the next five years?

One priority is to guide my team members, and to help them build their career and achieve their goals. Hopefully we will be able to grow and bring yet another new generation of young lawyers on board, complementing the team with fresh ideas.

How do you anticipate the Swiss legal market changing in the next five years? How might this affect your practice?

I expect stronger specialisation even within the different practice groups. The general practitioner will be more and more replaced by specialists dealing with certain issues only. This will automatically lead to either a concentration in one specific field – the typical boutique law firm – or to the growth of law firms with specialists in various areas.

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

Be patient and keep pursuing your goals, even if takes longer than you thought. It takes some grey hairs before you are recognised as an experienced practitioner.

Global Leader

Private Client

Professional Biography

WWL Ranking: Recommended

WWL says

Natalie Peter has a profound understanding of tax matters, which she expertly deploys when advising clients on inheritance law and succession planning.

Biography

Natalie Peter is a partner at Blum&Grob Attorneys at Law in Zurich. She heads the private client team.

She has been advising private clients for over 20 years in a range of national and international tax matters, including estate tax planning; immigration to/emigration from Switzerland; tax litigation; completing tax declarations; obtaining tax rulings from tax authorities; and analysing and setting up tax-efficient structures. She has a particularly extensive knowledge in all tax matters relating to the taxation of trusts and foundations as well as the setting-up of tax-exempt charitable organisations. She has also gained substantive experience in administrative assistance matters. She has considerable experience in cross-border situations and advises families in complex estate planning matters.

Natalie Peter has published numerous articles on various topics relating to tax matters of individuals. She is a frequent lecturer at national and international conferences and seminars and teaches on postgraduate programmes at the universities of Zurich and Liechtenstein, as well as at the Swiss Institute for Tax Studies (SIST).

She is the current vice chair of the of the individual tax and private client committee of the International Bar Association (IBA) and a committee member of the Society of Trust and Estate Practitioners (STEP).

Natalie Peter was educated at the University of Zurich (lic iur 1994, Dr iur 2001) and the University of Boston (LLM 1995). She worked in an accounting firm in Zurich and New York (1995–1997) and at Zurich-based law firms before joining Blum&Grob Attorneys at Law in 2018. She was admitted to the Swiss Bar in 2001.

National Leader

Switzerland - Private Client 2020

Professional Biography

WWL Ranking: Recommended

WWL says

Natalie Peter impresses peers as a “prominent figure” with an “outstanding reputation in the Swiss private client market”.

Biography

Natalie Peter is a partner at Blum&Grob Attorneys at Law in Zurich and heads the private clients team.

She has been advising private clients for 25 years in a range of national and international tax matters, including estate tax planning; immigration to/emigration from Switzerland; tax litigation; completing tax declarations; obtaining tax rulings from tax authorities; and analysing and setting up tax-efficient structures. She has a particularly extensive knowledge in all tax matters relating to the taxation of trusts and foundations as well as the setting-up of tax-exempt charitable organisations. She has considerable experience in cross-border situations and advises families in complex estate planning matters. She has gained substantive experience in US/Swiss issues.

Natalie Peter has published numerous articles on various topics relating to tax matters of individuals, in particular on trusts and foundations. She is a frequent lecturer at national and international conferences and seminars and teaches on postgraduate programmes at the universities of Zurich and Liechtenstein, as well as at the Swiss Institute for Tax Studies (SIST).

She is currently vice chair of the individual tax and private client committee of the International Bar Association (IBA) and a committee member of the Society of Trust and Estate Practitioners (STEP).

Natalie Peter was educated at the University of Zurich (lic iur 1994, Dr iur 2001) and the University of Boston (LLM 1995). She worked in an accounting firm in Zurich and New York (1995–1997) and in Zurich-based law firms before she joined Blum&Grob Attorneys at Law in 2018. She is admitted to the Swiss Bar.

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