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Company

MLL Legal

Position

Partner

Index

Philanthropy Advisers

Legal

Location

Zurich

Advice type

Cross-border

Philanthropy

Client type

International UHNWs

Philanthropists

UHNW

Sector Focus

Legal Advisory Services

Patricia Guerra

Spear’s Review

As head of private clients for MLL Legal in Zurich, Patricia Guerra provides HNWs and UHNWs with legal and strategic philanthropy advice.

‘I have two types of clients,’ she told Spear’s. ‘Those who I already know through private client work, and those who come to me purely for the philanthropy advice.’

Making use of her extensive network of advisers, she is well placed to further the giving aims of her clients, who come from across Europe and North, Central and South America. Guerra helps them to establish Swiss charitable foundations, noting that the minimum endowment for such a vehicle is currently CHF10 million to CHF15 million.

Clients also can make use of the firm’s umbrella foundation, which pools administrative staff and government administration for a more cost-effective experience.

Rank: Recommended

Recommended 2024, Philanthropy Advisers

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