Arbitration of private-wealth disputes: The 2025 Supplemental Swiss Rules for Trust, Estate and Foundation (TEF) Disputes

Abstract With the introduction of the Trust, Estate, and Foundation (TEF) Rules, in force from 1 July 2025, Switzerland is further strengthening its position as a prime jurisdiction for the arbitration of trust, estate, and foundation disputes. The new Rules provide a modern, efficient, and confidential process tailored to the needs of high-net-worth (HNW) families as well as trust and foundation practitioners. The TEF Rules are expected to increase the use of arbitration in private-wealth matters. In addition to the model arbitration clauses, the TEF Rules contain provisions on their scope of application; information, notification, and representation of entitled persons; appointment of the arbitral tribunal; and applicable law in estate matters.

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Publication Details

Journal
Trusts & Trustees
Published
2025-07-14
DOI
https://doi.org/10.1093/tandt/ttaf055
Primary Topic
Corporate Governance and Law
Type
article
Field-Weighted Citation Impact
0.00
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article

Arbitration of private-wealth disputes: The 2025 Supplemental Swiss Rules for Trust, Estate and Foundation (TEF) Disputes

Tetiana Bersheda
Trusts & Trustees
Corporate Governance and Law
article

Arbitration of private-wealth disputes: The 2025 Supplemental Swiss Rules for Trust, Estate and Foundation (TEF) Disputes

Tetiana Bersheda
article en

Abstract

Abstract With the introduction of the Trust, Estate, and Foundation (TEF) Rules, in force from 1 July 2025, Switzerland is further strengthening its position as a prime jurisdiction for the arbitration of trust, estate, and foundation disputes. The new Rules provide a modern, efficient, and confidential process tailored to the needs of high-net-worth (HNW) families as well as trust and foundation practitioners. The TEF Rules are expected to increase the use of arbitration in private-wealth matters. In addition to the model arbitration clauses, the TEF Rules contain provisions on their scope of application; information, notification, and representation of entitled persons; appointment of the arbitral tribunal; and applicable law in estate matters.

Trusts & TrusteesVol. 31(8)
Takeda (Switzerland) (CH)
Openalex Percentile: Top 71%
Corporate Governance and Law
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