Michael Addison is a member of UBS Switzerland AG's Ultra High Net Worth / Global Family Office Wealth Planning team and is base in Zurich. He provides international tax and legal consulting services to the bank's Ultra High Net Worth clients. His areas focus invlude estate and succession planning matters; family asset protection structures; transaction structuring issues; tax planning; legal, tax and regulatory issues relating to family offices; implementing trust and corporate holding structures; private fund structures and international relocation services.
Michael studied law at the University of British Columbia in Vancouver, Canada and is a qualified Barrister and Solicitor in the Province of British Columbia, Canada. He also holds a BA (Honours) from McGill University in Montreal, Canada. Michael has been a member of STEP (the Society of Trust and Estate Practitioners) for more than 15 years and is a qualified Trust and Estate Practitioner (TEP).
Before joining UBS, Michael worked for a major UK Bank as a wealth planner. In that role, he primarily worked with clients from the UK, Scandinavian, Israeli and Russian / CIS markets. He has also worked as the Tax Director at a major independent trust company on the Isle of Man and was a Senior Tax Manager with EY (Ernst & Young) in Canada, focusing on private client tax planning and mergers and acquisitions matters.
Most of his current clients are based in Russia, the Ukraine, Turkey, certain Asia Pacific countries and the Middle East. His clients generally has complex cross-border tax and legal issues, either at a personal or corporate level. Michael also has a comprehensive understanding of US, UK and Swiss tax and legal issues that typically concern UHNW private clients.