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Financial planning in Ticino (Canton)

: 26 Entries

Financial planning in Ticino (Canton), recommended by local.ch

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Financial adviceAsset ManagementPrivate BankingWealth managementFamily OfficeAudit firmFinancial planning
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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

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Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

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AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
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InsuranceFinancial adviceRetirement planningInsurance advisorsHealth insurance
Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

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Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

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NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

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Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

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Bank savings bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

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IMMOBILIARE MANTEGAZZA SA

Rating 5.0 of 5 stars from 1 rating

IMMOBILIARE MANTEGAZZA SA

Via Serafino Balestra 17, 6900 Lugano
Immobiliare Mantegazza SA

Immobiliare Mantegazza SA was founded in Lugano in 1954 by the Mantegazza family. Over the years, it has consolidated a wide range of distinctive skills in the real estate sector, ranging from property administration to buying and selling and valuations, to the coordination of technical and infrastructure management services.It currently manages and administers a wide range of properties: private properties, condominiums, administrative buildings, public infrastructure and sports centres.Immobiliare Mantegazza SA also offers its consolidated experience to property owners who wish to maximise efficiency in the management of their buildings, as well as to entrepreneurs in the real estate sector who are looking for a reliable partner to meet specific service requirements.The Mantegazza family today ranks among the most important real estate entrepreneurs in the canton of Ticino. It has always felt the bond that keeps it affectively tied to the location from which its success on the world market began. It firmly believes in the residential potential of the city of Lugano, overlooking, with its back to the Alps, a plage and a lake of rare beauty, with a pleasant and sunny Mediterranean climate, surrounded by cool valleys and sunny pre-Alpine heights.OUR SERVICESAdministration and/or management of real estateAdministrative servicesAccounting servicesFinancial and technical consultancyGeneral property consultancy- commercial leases- residential leases- condominiums (PPP)Buying and sellingReal estate mediations and promotionsProperty ValuationsCommercial value appraisalsRental valuesSales ValuesBuildability- costs/returns- extensions/renovations/overbuilding- changes of use- real estate, land- economic and functional evaluation of objectsRepresentation of the promoter and/or ownerProject assistance and implementation, site management-administrative consultancy- architectural consultancy- technical consultancy- construction management- safety consultancyTechnical and infrastructural facility managementOrganisation and coordination of all facility management services- security service - technical custodian- garden maintenance- facilities management- supplier management- concierge- minor maintenancePlanning and optimisation of maintenance and energy costs- definition of maintenance criteria and strategies- plant analysis and optimisation

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Facility ManagementConstruction supervisionProperty managementReal estate brokers and agenciesReal EstateRentingAppraisals
Via Serafino Balestra 17, 6900 Lugano
Facility ManagementConstruction supervisionProperty managementReal estate brokers and agenciesReal EstateRentingAppraisals
Immobiliare Mantegazza SA

Immobiliare Mantegazza SA was founded in Lugano in 1954 by the Mantegazza family. Over the years, it has consolidated a wide range of distinctive skills in the real estate sector, ranging from property administration to buying and selling and valuations, to the coordination of technical and infrastructure management services.It currently manages and administers a wide range of properties: private properties, condominiums, administrative buildings, public infrastructure and sports centres.Immobiliare Mantegazza SA also offers its consolidated experience to property owners who wish to maximise efficiency in the management of their buildings, as well as to entrepreneurs in the real estate sector who are looking for a reliable partner to meet specific service requirements.The Mantegazza family today ranks among the most important real estate entrepreneurs in the canton of Ticino. It has always felt the bond that keeps it affectively tied to the location from which its success on the world market began. It firmly believes in the residential potential of the city of Lugano, overlooking, with its back to the Alps, a plage and a lake of rare beauty, with a pleasant and sunny Mediterranean climate, surrounded by cool valleys and sunny pre-Alpine heights.OUR SERVICESAdministration and/or management of real estateAdministrative servicesAccounting servicesFinancial and technical consultancyGeneral property consultancy- commercial leases- residential leases- condominiums (PPP)Buying and sellingReal estate mediations and promotionsProperty ValuationsCommercial value appraisalsRental valuesSales ValuesBuildability- costs/returns- extensions/renovations/overbuilding- changes of use- real estate, land- economic and functional evaluation of objectsRepresentation of the promoter and/or ownerProject assistance and implementation, site management-administrative consultancy- architectural consultancy- technical consultancy- construction management- safety consultancyTechnical and infrastructural facility managementOrganisation and coordination of all facility management services- security service - technical custodian- garden maintenance- facilities management- supplier management- concierge- minor maintenancePlanning and optimisation of maintenance and energy costs- definition of maintenance criteria and strategies- plant analysis and optimisation

Rating 5.0 of 5 stars from 1 rating

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Kellerhals Carrard Lugano SA

Rating 3.9 of 5 stars from 7 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: Company and corporate law, external legal department Litigation, arbitration and insolvency law M&A and capital markets law Construction and real estate Regulatory financial markets law, financial services, collective investments, leasing, insurance IT/IP, distribution, competition and anti-trust law International sports law Tax Public law Employment and social insurance law Commercial criminal law and international mutual assistance / compliance Family and inheritance law for private customers Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

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Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: Company and corporate law, external legal department Litigation, arbitration and insolvency law M&A and capital markets law Construction and real estate Regulatory financial markets law, financial services, collective investments, leasing, insurance IT/IP, distribution, competition and anti-trust law International sports law Tax Public law Employment and social insurance law Commercial criminal law and international mutual assistance / compliance Family and inheritance law for private customers Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 3.9 of 5 stars from 7 ratings

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Teletronic Video HiFi SA

Rating 5.0 of 5 stars from 3 ratings

Teletronic Video HiFi SA

Viale Stazione 30, 6500 Bellinzona
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

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Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Viale Stazione 30, 6500 Bellinzona
Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

Rating 5.0 of 5 stars from 3 ratings

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ALBERTO VALLI SA

ALBERTO VALLI SA

Via Fam. Carlo Scacchi 15, 6825 Capolago
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A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Financial planning in Ticino (Canton)

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Financial planning in Ticino (Canton)

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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

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Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

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AXA, Agenzia Luca Mozzetti

AXA, Agenzia Luca Mozzetti

Via San Gottardo 111, 6596 Gordola
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Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

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Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

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NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

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Les Fils Dreyfus & Cie SA, Banquiers

Rating 5.0 of 5 stars from 1 rating

Les Fils Dreyfus & Cie SA, Banquiers

Piazza Riziero Rezzonico 6, 6900 Lugano
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

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Bank savings bankAsset ManagementWealth management
Piazza Riziero Rezzonico 6, 6900 Lugano
Bank savings bankAsset ManagementWealth management
A warm welcome

Dreyfus Söhne & Cie AG, Banquiers was founded in Basel in 1813 and is thus one of the oldest privately owned Swiss banks. The bank is currently managed by the sixth generation of the founding family and employs around 200 people, most of whom have been with the bank for many years. Bank Dreyfus is headquartered in Basel. It also has offices in Delémont, Lausanne, Lugano, Zurich and Tel Aviv. With an equity ratio that is several times higher than the legal requirements, Dreyfus Banquiers ensures its autonomy and independence. In addition, this allows it to forego short-term profit maximisation. In order to maintain its independence, the bank deliberately refrains from investment banking. Dreyfus Banquiers focuses on managing the assets of private and institutional clients. At the same time, the bank has a wealth of experience with family organisations, trusts and foundations. The bank manages the assets entrusted to it according to the principles of long-term asset preservation and risk-controlled asset growth. All of the bank's services are tailored to the individual needs of each client. The focus of client relationships is on privacy, continuity and individual solutions. Even in the case of management mandates, where our clients grant the bank extensive powers of attorney, the permanent dialogue with the client enables the realisation of individual wishes and investment goals. It is not unusual for the relationship between bank and client to last several generations. Among the employees, the bank attaches great importance to a long-term working relationship. This means, among other things, that the same advisors are always available to their clients and thus a solid basis of trust can be built up. Asset management Individually tailored asset management mandates are one of our core competencies. Based on a personal discussion and the joint definition of a risk profile, we create the starting point for the targeted investment of your assets primarily in direct investments. Collective investment products can also be used to cover special investment needs. Investment advice Our long-standing and experienced relationship managers are at your side as partners for your personal investment decisions. You benefit from access to the most modern and comprehensive information systems. We will be happy to prepare investment proposals according to your wishes. Our core service also includes a consolidated view of assets. This allows a detailed risk analysis, which may result in concrete measures. Basic services Securities trading, safekeeping of securities, collection of dividends and interest, corporate actions, regular and clear asset and account statements, account management in various currencies, domestic and foreign payment transactions, cheque collection and issuing, direct debiting, deposits and withdrawals in Swiss francs and foreign currencies, credit and Maestro cards, tax documents, withholding tax reclaims, information banking. Family Office Our tailor-made services enable us to provide overall support and advice for individuals, families, family businesses, communities of heirs and companies. If external support is required, you benefit from a select network of specialists. In order to maintain our independence, we deliberately refrain from investment banking. Cooperation with external asset managers Our experienced specialists for the support of external asset managers are happy to assist you personally and individually in daily contact. Services for foundations & associations Are you primarily interested in fulfilling the activities and purpose of your foundation?Thanks to the professional advice of our experts, you have more time to do so. You can confidently leave the selection of investments to us according to the needs of your foundation. As a traditional family business, we have been aware for generations of how important it is to assume social responsibility. That is why the owner families and the bank have always been committed to philanthropy and also established the Isaac Dreyfus-Bernheim Foundation to mark the 200th anniversary in 2013. Thanks to these many years of experience, we are very familiar with the management and administration of charitable foundations. You too can benefit from our wealth of experience. The magazine of StiftungSchweiz. Additional services Tax returns Switzerland, consolidated valuations, legal information, execution of wills, division plans, Lombard loans and loans secured by mortgages, financial planning Switzerland, pension planning Switzerland. Investment instrumentsFundamental, long-term performance prospects, transparency, liquidity and risk control aimed at stable returns are decisive for the selection of securities. In addition, we offer our clients access to exclusive funds that we help manage as advisors.

Rating 5.0 of 5 stars from 1 rating

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IMMOBILIARE MANTEGAZZA SA

Rating 5.0 of 5 stars from 1 rating

IMMOBILIARE MANTEGAZZA SA

Via Serafino Balestra 17, 6900 Lugano
Immobiliare Mantegazza SA

Immobiliare Mantegazza SA was founded in Lugano in 1954 by the Mantegazza family. Over the years, it has consolidated a wide range of distinctive skills in the real estate sector, ranging from property administration to buying and selling and valuations, to the coordination of technical and infrastructure management services.It currently manages and administers a wide range of properties: private properties, condominiums, administrative buildings, public infrastructure and sports centres.Immobiliare Mantegazza SA also offers its consolidated experience to property owners who wish to maximise efficiency in the management of their buildings, as well as to entrepreneurs in the real estate sector who are looking for a reliable partner to meet specific service requirements.The Mantegazza family today ranks among the most important real estate entrepreneurs in the canton of Ticino. It has always felt the bond that keeps it affectively tied to the location from which its success on the world market began. It firmly believes in the residential potential of the city of Lugano, overlooking, with its back to the Alps, a plage and a lake of rare beauty, with a pleasant and sunny Mediterranean climate, surrounded by cool valleys and sunny pre-Alpine heights.OUR SERVICESAdministration and/or management of real estateAdministrative servicesAccounting servicesFinancial and technical consultancyGeneral property consultancy- commercial leases- residential leases- condominiums (PPP)Buying and sellingReal estate mediations and promotionsProperty ValuationsCommercial value appraisalsRental valuesSales ValuesBuildability- costs/returns- extensions/renovations/overbuilding- changes of use- real estate, land- economic and functional evaluation of objectsRepresentation of the promoter and/or ownerProject assistance and implementation, site management-administrative consultancy- architectural consultancy- technical consultancy- construction management- safety consultancyTechnical and infrastructural facility managementOrganisation and coordination of all facility management services- security service - technical custodian- garden maintenance- facilities management- supplier management- concierge- minor maintenancePlanning and optimisation of maintenance and energy costs- definition of maintenance criteria and strategies- plant analysis and optimisation

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Facility ManagementConstruction supervisionProperty managementReal estate brokers and agenciesReal EstateRentingAppraisals
Via Serafino Balestra 17, 6900 Lugano
Facility ManagementConstruction supervisionProperty managementReal estate brokers and agenciesReal EstateRentingAppraisals
Immobiliare Mantegazza SA

Immobiliare Mantegazza SA was founded in Lugano in 1954 by the Mantegazza family. Over the years, it has consolidated a wide range of distinctive skills in the real estate sector, ranging from property administration to buying and selling and valuations, to the coordination of technical and infrastructure management services.It currently manages and administers a wide range of properties: private properties, condominiums, administrative buildings, public infrastructure and sports centres.Immobiliare Mantegazza SA also offers its consolidated experience to property owners who wish to maximise efficiency in the management of their buildings, as well as to entrepreneurs in the real estate sector who are looking for a reliable partner to meet specific service requirements.The Mantegazza family today ranks among the most important real estate entrepreneurs in the canton of Ticino. It has always felt the bond that keeps it affectively tied to the location from which its success on the world market began. It firmly believes in the residential potential of the city of Lugano, overlooking, with its back to the Alps, a plage and a lake of rare beauty, with a pleasant and sunny Mediterranean climate, surrounded by cool valleys and sunny pre-Alpine heights.OUR SERVICESAdministration and/or management of real estateAdministrative servicesAccounting servicesFinancial and technical consultancyGeneral property consultancy- commercial leases- residential leases- condominiums (PPP)Buying and sellingReal estate mediations and promotionsProperty ValuationsCommercial value appraisalsRental valuesSales ValuesBuildability- costs/returns- extensions/renovations/overbuilding- changes of use- real estate, land- economic and functional evaluation of objectsRepresentation of the promoter and/or ownerProject assistance and implementation, site management-administrative consultancy- architectural consultancy- technical consultancy- construction management- safety consultancyTechnical and infrastructural facility managementOrganisation and coordination of all facility management services- security service - technical custodian- garden maintenance- facilities management- supplier management- concierge- minor maintenancePlanning and optimisation of maintenance and energy costs- definition of maintenance criteria and strategies- plant analysis and optimisation

Rating 5.0 of 5 stars from 1 rating

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Kellerhals Carrard Lugano SA

Rating 3.9 of 5 stars from 7 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: Company and corporate law, external legal department Litigation, arbitration and insolvency law M&A and capital markets law Construction and real estate Regulatory financial markets law, financial services, collective investments, leasing, insurance IT/IP, distribution, competition and anti-trust law International sports law Tax Public law Employment and social insurance law Commercial criminal law and international mutual assistance / compliance Family and inheritance law for private customers Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

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Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Via Canova 15, 6900 LuganoP.O. Box, 6901 Lugano
Attorneys at lawLawyers officeNotary publicTax adviceLegal adviceDivorce counseling, separation counselingProtection of trademarks office
Law Firm

With more than 220 legal professionals (consisting of partners, of counsels, associates, tax advisors and notaries) and more than 400 employees, the firm, which has its origins in 1885, is one of the largest and most traditional law firms in Switzerland, with offices in Basel, Bern, Geneva, Lausanne, Lugano and Zurich, and representative offices in Binningen, Sion, Shanghai and Tokyo. Kellerhals Carrard is active throughout Switzerland, maintaining very strong local roots, whilst advising clients nationally and abroad. We advise and represent companies and entrepreneurs from all industries and economic sectors, public authorities, national and international organisations and private individuals before all judicial and administrative bodies nationally and abroad in practically all areas of the law. Our activities are focused on: Company and corporate law, external legal department Litigation, arbitration and insolvency law M&A and capital markets law Construction and real estate Regulatory financial markets law, financial services, collective investments, leasing, insurance IT/IP, distribution, competition and anti-trust law International sports law Tax Public law Employment and social insurance law Commercial criminal law and international mutual assistance / compliance Family and inheritance law for private customers Notarial office We focus in particular on the areas of financial services, life sciences, IMT (Information, Technology and Media), sport, energy, real estate/construction as well as on trading and retail.

Rating 3.9 of 5 stars from 7 ratings

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Teletronic Video HiFi SA

Rating 5.0 of 5 stars from 3 ratings

Teletronic Video HiFi SA

Viale Stazione 30, 6500 Bellinzona
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

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Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Viale Stazione 30, 6500 Bellinzona
Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

Rating 5.0 of 5 stars from 3 ratings

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ALBERTO VALLI SA

ALBERTO VALLI SA

Via Fam. Carlo Scacchi 15, 6825 Capolago
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InsuranceBrokersInsurance advisors
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A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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