Services

IP Governance & Board Advisory

Intellectual property has moved from the legal department to the boardroom agenda. Yet most boards lack the frameworks, metrics, and processes to govern IP with the same rigour they apply to financial capital.

We provide:

• IP audit and enterprise value mapping — identifying untapped or under-managed IP assets

• Board-ready IP dashboards and governance frameworks

• M&A IP due diligence strategy and integration planning

• Portfolio alignment workshops with executive leadership

• IP risk assessment and reputational resilience structuring

Structuring & Global Compliance

The era of passive IP holding structures is definitively over. The OECD's Pillar 2 framework, combined with increased transfer pricing scrutiny, has created both a compliance imperative and a strategic opportunity for companies with Swiss IP structures.

We guide clients through:

• Assessment of existing IP structures against current OECD DEMPE requirements (Development, Enhancement, Maintenance, Protection, Exploitation)

• Design and implementation of genuine operational substance in Switzerland — relocating key DEMPE functions with authentic economic activity

• Navigation of the Qualified Domestic Minimum Top-Up Tax (QDMTT) and Substance-Based Income Exclusion (SBIE) mechanics

• Positioning for Qualified Refundable Tax Credits (QRTCs) and Swiss R&D incentives under the revised cantonal frameworks

• Transfer pricing documentation aligned with Swiss and international requirements

Sustainable Innovation & Cleantech IP

Switzerland is a global leader in the cleantech innovation ecosystem, and IP is a central mechanism for making sustainable technologies commercially viable at scale.

We help clients:

• Secure fast-track examination pathways for green technologies — leveraging Switzerland's accelerated examination programme for environmentally beneficial innovations

• Design impact-weighted licensing agreements that facilitate global technology transfer while protecting commercial value

• Map IP portfolios against the UN Sustainable Development Goals (SDGs) to unlock ESG investment and partnership opportunities

• Navigate WIPO GREEN and IPI's sustainability partnerships to find licensing partners, co-developers, and grant opportunities

• Structure IP strategies for circular economy business models, where traditional IP frameworks often require adaptation

Strategic Sparring & Executive Advisory

Not every IP challenge requires a full engagement. For senior executives and board members who need a sharp, experienced sounding board — without retaining a large consultancy — we offer structured sparring sessions.

Executive IP Audit Session
A structured 2-hour diagnostic session mapping your current IP position against strategic objectives. Delivered as a board-ready briefing document.

Annual IP Strategy Review
A yearly deep-dive session with the executive team to revalidate IP strategy against market shifts, regulatory changes, and competitive intelligence.

M&A IP War Room
Rapid-deployment IP due diligence and integration strategy support for live transactions. Typically 2–8 week engagements.

Cleantech IP Sprint
A focused 3-week engagement for cleantech companies preparing for fundraising or international licensing — mapping IP assets to investor and partner requirements.