Beat Baumgartner
Partner - Attorney at Law
Beat Baumgartner is a Partner at Loyens & Loeff and serves as Swiss Managing Partner and member of the Executive Committee. He is a certified tax expert and attorney-at-law, and advises multinational enterprises, private equity funds and ultra-high-net-worth individuals on complex Swiss and international tax matters.
Beat specialises in designing tax-efficient group and investment structures, including inbound reorganisations, as well as business models and value chains. His expertise includes transfer pricing, M&A, financing and capital markets, and the structuring of private equity, venture capital and sophisticated financial instruments.
Beat Baumgartner advises clients on Swiss and international tax matters, with a focus on complex, high-value transactions and structures. With over 20 years of experience, he supports multinational enterprises, private equity funds and ultra-high-net-worth individuals in navigating sophisticated tax environments.
His practice includes the design and implementation of tax-efficient group and investment structures, with particular experience in inbound reorganisations into Switzerland. He regularly advises on the relocation of trading, principal and headquarters functions, as well as the simplification of international holding structures.
Beat is closely involved in transactional work, advising on the tax structuring of M&A, financing and capital markets transactions. He also assists clients in obtaining advance tax rulings, handling tax audits and managing interactions with tax authorities.
His expertise further includes transfer pricing, in particular in the context of complex international structures and value chains.
Beat’s work frequently involves inbound investments into Switzerland from North America and Brazil.
Work highlights
Contributions
Memberships
Board member of Unternehmergruppe Wettbewerbsfähigkeit (UGW), 2025
Tax Chapter of the Swiss-American Chamber of Commerce, 2015
International Fiscal Association (IFA), 2010
Swiss Bar Association, 2008
Zurich Bar Association, 2008
Qualifications
Swiss certified tax expert, 2012
CFA Charterholder, 2012
PhD, International taxation, University of Zurich, Switzerland, 2010
Swiss Bar, 2008
Zurich Bar, 2008
LL.M., University of St. Gallen, Switzerland, 2006
B.A. in Business administration, University of St. Gallen, Switzerland, 2004
The New York office is organising a series of webinars to update clients on the latest EU tax developments with respect to tax professionals.
Beat Baumgartner
Partner - Attorney at Law
beat.baumgartner@loyensloeff.com
Zurich
German, English
<p>Beat Baumgartner is a Partner at Loyens & Loeff and serves as Swiss Managing Partner and member of the Executive Committee. He is a certified tax expert and attorney-at-law, and advises multinational enterprises, private equity funds and ultra-high-net-worth individuals on complex Swiss and international tax matters.<br>Beat specialises in designing tax-efficient group and investment structures, including inbound reorganisations, as well as business models and value chains. His expertise includes transfer pricing, M&A, financing and capital markets, and the structuring of private equity, venture capital and sophisticated financial instruments.<br><br></p>
Beat Baumgartner advises clients on Swiss and international tax matters, with a focus on complex, high-value transactions and structures. With over 20 years of experience, he supports multinational enterprises, private equity funds and ultra-high-net-worth individuals in navigating sophisticated tax environments.
His practice includes the design and implementation of tax-efficient group and investment structures, with particular experience in inbound reorganisations into Switzerland. He regularly advises on the relocation of trading, principal and headquarters functions, as well as the simplification of international holding structures.
Beat is closely involved in transactional work, advising on the tax structuring of M&A, financing and capital markets transactions. He also assists clients in obtaining advance tax rulings, handling tax audits and managing interactions with tax authorities.
His expertise further includes transfer pricing, in particular in the context of complex international structures and value chains.
Beat’s work frequently involves inbound investments into Switzerland from North America and Brazil.