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Tax office in Ticino (Canton)

: 28 Entries

Tax office in Ticino (Canton), recommended by local.ch

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Tax office in Ticino (Canton), top rated on local.ch

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 Closed – Opens today at 10:00 AM
Municipio di Collina D'Oro - Montagnola

Municipio di Collina D'Oro - Montagnola

Piazza Brocchi 2, 6926 Montagnola
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MunicipalityMunicipal governmentLocal government officesConsulting officeAccountingTax officeCultureSchool districtLibrary
 Closed – Opens today at 8:00 AM
Kellerhals Carrard Lugano SA

Rating 3.9 of 5 stars from 7 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 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 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

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:30 AM
PROFID Fiduciaria e di Revisione SA

PROFID Fiduciaria e di Revisione SA

Corso Elvezia 23, 6900 Lugano
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Audit firmTax adviceOperational advice operational organisationAccountingFamily Office
 Closed – Opens today at 9:00 AM
Avv. Francesco Barletta - Studio Legale Lugano

Avv. Francesco Barletta - Studio Legale Lugano

Via Serafino Balestra 12, 6900 Lugano
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Attorneys at lawLawyers officeDivorce counseling, separation counselingMediationWills, estate planningLegal adviceLaw firm
 Closed – Opens today at 8:30 AM
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

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
A.M. Family Office SA

Rating 5.0 of 5 stars from 10 ratings

A.M. Family Office SA

Via Antonio Ciseri 13A, 6600 Locarno
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

PremiumPremium Entry
Audit firmWealth managementTax advice
Via Antonio Ciseri 13A, 6600 Locarno
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

Rating 5.0 of 5 stars from 10 ratings

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
GPA Ticino SA

GPA Ticino SA

Via al Forte 2, 6900 Lugano
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Business consultancyConsultationsTax adviceConsultingConsulting office
 Closed – Opens today at 8:00 AM
Maffei Giorgia

Maffei Giorgia

Via Vallemaggia 10, 6670 Avegno
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Attorneys at lawLaw firmLawyers office
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

 Closed – Opens today at 8:00 AM
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

 Closed – Opens today at 8:00 AM
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Tax office in Ticino (Canton)

Tax office in Ticino (Canton), recommended by local.ch

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Tax office in Ticino (Canton)

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 Closed – Opens today at 10:00 AM
Municipio di Collina D'Oro - Montagnola

Municipio di Collina D'Oro - Montagnola

Piazza Brocchi 2, 6926 Montagnola
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 Closed – Opens today at 8:00 AM
Kellerhals Carrard Lugano SA

Rating 3.9 of 5 stars from 7 ratings

Kellerhals Carrard Lugano SA

Via Canova 15, 6900 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 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

 Closed – Opens today at 8:00 AM
 Closed – Opens today at 8:30 AM
PROFID Fiduciaria e di Revisione SA

PROFID Fiduciaria e di Revisione SA

Corso Elvezia 23, 6900 Lugano
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Audit firmTax adviceOperational advice operational organisationAccountingFamily Office
 Closed – Opens today at 9:00 AM
Avv. Francesco Barletta - Studio Legale Lugano

Avv. Francesco Barletta - Studio Legale Lugano

Via Serafino Balestra 12, 6900 Lugano
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Attorneys at lawLawyers officeDivorce counseling, separation counselingMediationWills, estate planningLegal adviceLaw firm
 Closed – Opens today at 8:30 AM
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

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
A.M. Family Office SA

Rating 5.0 of 5 stars from 10 ratings

A.M. Family Office SA

Via Antonio Ciseri 13A, 6600 Locarno
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

PremiumPremium Entry
Audit firmWealth managementTax advice
Via Antonio Ciseri 13A, 6600 Locarno
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

Rating 5.0 of 5 stars from 10 ratings

 Closed – Opens today at 8:30 AM
 Closed – Opens today at 8:30 AM
GPA Ticino SA

GPA Ticino SA

Via al Forte 2, 6900 Lugano
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Business consultancyConsultationsTax adviceConsultingConsulting office
 Closed – Opens today at 8:00 AM
Maffei Giorgia

Maffei Giorgia

Via Vallemaggia 10, 6670 Avegno
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Attorneys at lawLaw firmLawyers office
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

 Closed – Opens today at 8:00 AM
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

 Closed – Opens today at 8:00 AM
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