Mainaustrasse 21, 8008 Zurich

+41 79 787 73 10

Tax and legal advice from a single source

Your expert partner with 30 years of experience in senior management roles in tax and legal advice for high-net-worth individuals, families and their companies and asset structures.

Peter StockeR - OWNER

Dr. iur., University of Basel
Certified Financial Planner (CFP)
Insead: International Executive Programme Fontainebleau/Singapore

My interest in the tax and legal optimization of the interface between private individuals and companies began when I was writing my dissertation on the subject of “The tax distinction between self-employment and private asset management.” Since then, in my more than 30 years of advisory work, I have focused on optimizing the income and assets of my private and business clients, legally protecting their assets and other interests, and facilitating a smooth and conflict-free transfer of their assets to (corporate) successors or heirs. 

A tax-exempt charitable foundation is a succession and tax planning tool frequently used by wealthy families and private individuals. I provide families and private individuals with professional and comprehensive support in defining and implementing their philanthropy strategy.  

Another focus of my consulting activities is to enable my clients to move to Switzerland in an optimized and legally compliant way. 

My advice also benefits from my many years of experience as a member of boards of directors of operating companies, as a member of boards of trustees of charitable foundations, and as a protector of common law trusts.  

I have access to a qualified national and international network to help solve problems outside of my own core competencies.

+41 79 787 73 10

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