Karen Monroe
Karen Monroe is an international business lawyer whose focus is in the areas of cross-border corporate, commercial, tax, intellectual property law, trusts and estates, and related litigations and arbitrations with an emphasis on cross-border legal matters between the U.S., Switzerland, and Europe.
Ms. Monroe is an expert on U.S./Swiss legal issues having spent the last 30 years of her career working in Geneva, Switzerland, and spending her entire career solving multijurisdictional legal issues. In particular, she assists Swiss companies in the U.S. and U.S. companies in Switzerland solve legal issues and expand their businesses. For dual U.S./Swiss nationals and other country dual nationals, she resolves their particular legal issues relating to tax, real estate, and estate planning. Ms. Monroe is also a dual national—U.S. and Swiss--and speaks and works daily in English and French. Ms. Monroe is from New York City and admitted to the New York State bar. Ms. Monroe splits her time between the New York and Geneva, Switzerland offices.
Her clients include individuals and companies across a variety of market sectors, including banking and finance, technology, food and beverages, software, luxury goods, crypto, and entertainment (music, television, fashion, film, publishing, art). She negotiates transactions, drafts a wide range of documentation and agreements, and handles litigations and arbitrations relating to mergers and acquisitions, commercial transactions, venture capital, finance, securities, licensing, and technology, both in English and French. In the area of finance, she has represented both banks and borrowers in connection with commercial loans, acquisition financing, secured lending and insurance premium financing. She drafts various intellectual property licensing agreements and has been involved with the registration of trademarks both in the U.S. and abroad. Her cross-border legal practice has touched jurisdictions around the world including the U.S., Switzerland, Japan, Moldova, France, Austria, Germany, Italy, United Kingdom, Ireland, Morocco, and Latin America.
Ms. Monroe is a past president of the Foreign Lawyers Section of the Geneva Bar Association, a position she held for five years, and served for four years as legal counsel to Democrats Abroad-Switzerland. She serves as outside general counsel and as a member of the board of directors of Swiss and U.S. for profit and not-for-profit companies. She currently serves as Secretary/Treasurer for the Senior Lawyers Committee of the International Bar Association and as an executive committee member of the Foreign Lawyers Section of the Geneva Bar Association.
She regularly speaks at conferences and universities on cross-border legal issues, including teaching at the University of St. Gallen, the leading business university in Switzerland, MBA-level courses on U.S. contract law and U.S. intellectual property law, and regularly at International Bar Association conferences. She is also the author of numerous articles on cross-border legal issues.
Additional Publications
U.S. Corporate Law, Handbook for Swiss Business Women (October 2005)
International Business Transactions, Securities Offerings, reporting Obligations, American Depositary Receipt Programs, Chapter 21 (Kluwers 1994)
Private Client Trusts and Estates and Taxes
- US decedent, never married, no children, living in CH for 30 years dies intestate at beginning of Covid with substantial assets and sole heirs in the US--extremely complex estate management and successful organization and distribution of multimillion estate
- US/Swiss decedent with property in the US and Switzerland, including real estate, and handling dispute and litigation in the US among US-based siblings
- Major success in a US IRS tax case involving US/CH person in the US resulting in denial of an IRS claim against client for a USD$8 million tax bill for a USD$6 million gift to Swiss mother
- Cross-border insurance premium financing transactions
Corporate/commercial
- Assisting non-US based banks, funds, and investment advisory firms with US SEC compliance
- Sale of Swiss-based cryptocurrency services platform to US acquiror
- Assisting non-US banks with client financing and other transactions with US component
Dispute resolution
- US litigations under Section 1782 to obtain evidence/discovery for non-US litigations
- US litigation regarding conflicting wills and conflicts among heirs
- US Department of Justice cases relating to Swiss banks
- Arbitration disputes, as counsel, in US and Switzerland with parties of various jurisdictions, including contract and investment disputes
Intellectual Property
- Trademark registrations and brand protection—US and non-US
- Copyright and trademark collateralizations/financings
- Creation of strategies for monetization of intellectual property rights—trademarks, copyrights
University St. Gallen—US Contract Law; US Intellectual Property Law—MBA program 2016, 2017, 2018, 2019
6th Annual Future of Lawyers Conference—Geneva: Robots and Relationships: Will you be Replaced? 2014
Center for International Legal Studies, International Arbitration, Drafting Arbitration clauses—do’s and don’ts Salzburg, Austria 2014
IBA showcase Paris 2023—speaker
IBA Annual Meeting 2024 Mexico City—Session Chair
Invest in America Seminars at US Embassy in Bern, Switzerland
- International Bar Association Officer—Secretary Senior Lawyers’ Committee
- Swiss American Chamber of Commerce
- Association of International Business Lawyers
- Geneva Bar Association, Executive Committee member, Commission on Foreign Lawyers
- Swiss Arbitration Association
““Successful results in cross-border matters require not only years’ experience—but also a broad vision of overlapping and divergent legal systems--and razor-sharp focus on a client’s goals.””