What We Do

Our Services

Comprehensive advisory at the intersection of law, technology and regulation — tailored to your specific needs and objectives

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Regulatory & Compliance Advisory

We help companies and institutions understand and meet their regulatory obligations across Swiss and EU frameworks. Our advisory covers the full compliance lifecycle — from initial regulatory mapping and gap analysis to ongoing monitoring and regulatory dialogue. We work with financial intermediaries, technology companies and institutional clients facing complex cross-border obligations.

Swiss financial regulation (FINMA, VQF, SRO)
EU regulatory frameworks (MiCA, MiFID II, DORA)
AML/KYC compliance programme design
Cross-border regulatory coordination
Risk assessment and governance structures
What we deliver
  1. 1Affiliation file for a Swiss self-regulatory organisation (VQF, PolyReg) for crypto activities
  2. 2MiCA CASP licence application and white paper review
  3. 3AML/KYC manual, business-wide risk assessment and Travel Rule set-up
  4. 4Answers to requests from supervisors, auditors and banks

Technology & Digital Assets

We advise founders, investors and institutions operating in blockchain, DeFi, tokenisation and digital asset markets. Our team combines deep technical understanding with regulatory expertise to guide clients through the rapidly evolving landscape of digital finance — from token launches and exchange listings to protocol governance and blockchain forensic analysis.

Token classification and regulatory positioning
Exchange and trading platform compliance
DeFi protocol governance and structuring
Crypto forensics: source of funds, asset tracing and expert reports
ICO/IEO/IDO advisory and token frameworks
Advisorn Forensics →
What we deliver
  1. 1Token classification memo (payment, utility or asset token) under Swiss and EU law
  2. 2Legal review of exchange, custody and DeFi models
  3. 3Source of funds reports and asset tracing with Advisorn Forensics
  4. 4Terms of service, risk disclosures and token documentation

Intellectual Property & Innovation

We support innovation-driven companies in developing and protecting their intellectual property portfolios. From trademark strategy and technology licensing to IP due diligence in the context of transactions, we help clients safeguard their most valuable intangible assets and turn innovation into a competitive advantage.

Trademark strategy and portfolio management
Technology licensing and IP structuring
IP due diligence for transactions
Trade secret protection frameworks
Patent strategy coordination
What we deliver
  1. 1Trademark searches, filings and renewals in Switzerland, the EU and worldwide
  2. 2Trademark watch and oppositions
  3. 3Software and technology licence agreements
  4. 4IP due diligence for investments and acquisitions

Data Protection & Privacy

Comprehensive advisory on Swiss data protection law (nLPD) and the EU General Data Protection Regulation (GDPR). We assist organisations in achieving and maintaining compliance through practical, risk-based solutions — from privacy impact assessments and data processing agreements to breach notification protocols and cross-border data transfer mechanisms.

nLPD/GDPR compliance assessments
Data processing agreements and privacy notices
Data Protection Impact Assessments (DPIA)
Data breach response planning
Cross-border data transfer mechanisms
What we deliver
  1. 1Record of processing activities, privacy notices and cookie policy
  2. 2Data processing agreements and transfers abroad
  3. 3Data protection impact assessments and breach response plan
  4. 4EasyLPD, our tool for compliance with the Swiss data protection act

Corporate & Governance Advisory

We advise on corporate structuring, company formation and governance matters across Swiss and international frameworks. Whether you are incorporating a new entity, restructuring an existing group, or establishing a foundation for a decentralised project, we provide end-to-end support — from selecting the optimal legal form and jurisdiction to drafting shareholder agreements, articles of association and board-level documentation.

Swiss and international company formation
Corporate structuring and reorganisations
Board advisory and director services
Foundation and association governance
Shareholder agreements and documentation
What we deliver
  1. 1Incorporation of GmbH, AG and foundations in Switzerland
  2. 2Shareholders' agreements, articles of association and board regulations
  3. 3Foundation governance for decentralised projects
  4. 4Board support and minutes

Ready to Discuss Your Needs?

Tell us about your situation: we reply with a first assessment and a proposal tailored to your needs.

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