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PROTECTORS IN SWITZERLAND: REGULATORY AND TAX ISSUES TO CONSIDER

08.10.2026 @ 12:00 - 14:00

Metropole Hotel

Quai du General-Guisan 34
1204 Geneva
Switzerland

 

SPEAKERS        

Philipp Fischer Partner at Lenz & Staehelin

Philipp Fischer is a Partner at Lenz & Staehelin's Geneva office and a member of the Banking and Finance group. For over 17 years, he has advised financial institutions — including banks, securities houses, insurance companies, collective investment schemes, trustees, and external asset managers — on Swiss banking, financial, and data protection regulations.
Philipp began his career as an Associate at Lenz & Staehelin (2004–14), including a stint as a visiting lawyer at Sullivan & Cromwell in New York (2009–10). He later became a Partner (2014–16) and Founding Partner (2016–25) of a Geneva-based law firm before rejoining Lenz & Staehelin as Partner in 2025. He holds an LL.M. from Harvard Law School (2009, specialization in International Finance) and a Licentiate in Law from the University of Geneva (2004).
He is a member of the Executive Committee of the CAS in Digital Finance Law (University of Geneva), the pool of arbitrators of the Arbitral Tribunal of the SRO for Anti-Money Laundering, the Continuing Legal Education Commission and Bar Exam Commission of the Geneva Bar Association, and serves as Vice President of the Harvard Law School Association of Europe (and former President of its Geneva chapter, the Harvard Club of Switzerland).
Philipp is a prolific author on banking, financial regulation, and data protection topics, with recent contributions to CapLaw, the Revue suisse de droit des affaires et du marché financier (RSDA), and swissprivacy.law, among many others.
Chambers & Partners (2026) describes him as having "a unique vision of the law" and being "always one step ahead," calling him "an exceptional lawyer."
He is fluent in French, English, and German. 

Frédéric Neukomm Partner and Certified Tax Expert at Lenz & Staehelin

Frédéric Neukomm is a Partner and Certified Tax Expert at Lenz & Staehelin, based in the firm's Geneva office. He specializes in company tax law and tax law for high net worth individuals, with in-depth expertise in private client matters.
Frédéric joined Lenz & Staehelin as an Associate in 2005 and was admitted as Partner in 2013. He was admitted to the Swiss bar in 2005 and qualified as a Certified Tax Expert in 2006. He holds an LL.M. from Georgetown University (2003) and a lic. iur. from the University of Fribourg (2000).
He is a member of the Geneva Bar Association, the International Fiscal Association (IFA), the Swiss Association of Certified Tax Experts (ASEFiD/SVDS), and the Ordre romand des experts fiscaux diplômés (OREF). He has authored numerous publications on Swiss and international tax matters, including contributions to The Law Reviews, International Tax Review, and OREF's Les procédures en droit fiscal.
Frédéric is consistently recognized by leading legal directories: Chambers & Partners describes him as "really recognised" with "good expertise in the field" (2025) and "very knowledgeable and pleasant to work with" (2024), while Who's Who Legal notes he is "very quick to react, technical and client-oriented" (2024).
He is fluent in French, English, and German.

   
DESCRIPTION         

During our presentation, we will provide an overview of the key Swiss tax and regulatory aspects (taking into account the revised Swiss AML rules entering into force on October 1) to consider for the protector and the structure when contemplating to select or appoint a Swiss resident protector

   
CPD 1 structured CPD hour
   
DOWNLOAD
INVITATION
STEP-Member
CHF 75,00

STEP Diploma Student
CHF 45,00

Non-Member
CHF 95,00


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