Company
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