Since April 2023, we have been authorised by FINMA to perform the activities of a trustee company. In this context, we follow the client's personal and family needs, with the aim of protecting and enhancing the assets, and planning their transfer to the next generations through the use of the trust instrument.

We support companies and entrepreneurs in their operational, administrative and accounting management. We provide corporate, HR and legal services.

We assist our clients providing tax consultancy, tax planning and in the correct handling of obligations under tax laws.

We support clients in their financial planning and investment decisions, providing financial advisory and implementing their portfolio with proposals adapted to their specific profile and constantly monitoring the work of external portfolio managers.

We assist our clients in the construction of their property portfolio and help them in its management with the aim of preserving its integrity, value and obtaining the best profitability.

We plan and manage your family or corporate relocation to Lugano or elsewhere in Switzerland, with a tailor-made and customised relocation service.