Private Wealth & Private Clients

Bergt Law advises and represents private clients, entrepreneurial families, family offices, founders, beneficiaries and governing bodies on complex legal matters involving private wealth, governance, succession and the protection of interests where Liechtenstein law or international and cross-border interfaces are relevant.

Legal advice and representation are provided by Bergt Law. Trustee services, asset management, investment advisory and other regulated non-legal services are not provided by Bergt Law. Where required, we coordinate the involvement of appropriately licensed independent specialist partners from our network.

Foundations & Trusts

Legal advice and representation in connection with foundations, trusts, governance matters, amendments and the rights and duties of founders, beneficiaries, trustees and governing bodies.

Succession & Estate Planning

Legal advice on private and business succession, inheritance matters, dispositions, governance and relevant family and corporate law interfaces.

Family Governance

Legal advice on family constitutions, decision-making and control mechanisms, allocation of roles, conflict prevention and intergenerational governance.

Legal Matters concerning Ownership & Participations

Legal analysis of ownership, control and participation arrangements, identification of legal options and legal opinions on liability, succession and Liechtenstein or international interfaces.

Founder, Beneficiary & Governing Body Rights

Advice and representation concerning information, control and participation rights, founder rights, beneficiary positions and the rights and duties of foundation boards, trustees and other governing bodies.

Private Wealth Disputes

Advice and representation in foundation, trust, inheritance, governance and beneficiary disputes, including regulatory and cross-border proceedings.

Who we advise and represent

Our Private Wealth practice advises and represents private and institutional clients on complex legal matters concerning assets, family interests and governance structures.

Private clients & UHNW individuals

Entrepreneurial families & next generation

Family offices, trustees & advisers

Founders, beneficiaries, boards & trustees

Private Wealth in an international and cross-border context

Private wealth matters are frequently cross-border. A Liechtenstein foundation, trust or participation structure should therefore not be considered in legal isolation. We analyse the Liechtenstein legal position, advise and represent clients on the relevant legal interfaces and, where required, coordinate with foreign legal, tax or appropriately licensed specialist advisers.

Residence, nationality and international family connections

Inheritance, family and corporate law

Governance, control and beneficial ownership

Regulatory, supervisory and contentious interfaces

Frequently asked questions about Private Wealth, Liechtenstein & cross-border matters

What legal issues may arise in connection with a Liechtenstein foundation?

Typical legal issues may concern the foundation purpose, governance, founder and beneficiary rights, information rights, duties of governing bodies, amendments and the judicial or out-of-court protection of interests.

What is the legal difference between a foundation and a trust?

A Liechtenstein foundation is a separate legal entity. A trust is a legal relationship under which assets are held and administered by a trustee for beneficiaries in accordance with the trust instrument. The precise legal consequences depend on the individual circumstances and design.

Does Bergt Law advise and represent beneficiaries and governing bodies?

Yes. We advise and represent founders, beneficiaries, foundation boards, trustees and other stakeholders in relation to rights and duties, information rights, governance matters and disputes.

How does Bergt Law assist with cross-border Private Wealth matters?

We advise and represent clients on Liechtenstein law and relevant legal interfaces. Where foreign law, taxation, trustee activities or other regulated non-legal services are involved, we can coordinate with appropriately qualified and licensed independent specialist partners where required.

Private wealth requires a robust legal framework.

We advise and represent clients discreetly, independently and with a solution-oriented approach on complex legal matters involving private wealth, families, succession and governance where Liechtenstein law and international or cross-border interfaces are relevant.