The Group

The WMM Group has been operating in the tax, fiscal and corporate consulting services, in wealth and asset management and real estate and property management and intermediary services since 1972. Passion and the ability to listen are what the professionals operating within our group have in common and what enable us to walk with our clients along their entire journey.

Our Values

Expertise, passion, confidentiality: these are the pillars supporting our daily advising and consulting activities and what our clients rely on.

Whenever a client refers to us, he doesn’t only entrust us with the management of his assets: it’s his whole history, his personal and company values that are brought in our care. We are aware of our responsibilities, we guarantee the best service and the strictest confidentiality.

Our Services

We are willing to share our clients’ path. We want to stay by their side whenever the most relevant events of their personal or business lives occur and every time a pivotal decision has to be made. We provide integrated consulting services in three different macro-areas: tax and corporate advisory, asset and wealth management and real estate management and intermediary services.

We operate through our three different companies, offering a full range of specialized services:

Servizi Fiduciari

We advise and support our clients on Tax and Corporate matters. Whenever they have to make a pivotal decision, we stand by their side.

Gestioni Patrimoniali

We manage our clients’ Wealth & Assets. We protect them with passion and commitment and help them increase so as to maximize their incomes.

Gestioni immobiliari

We lead and support our clients on their decision-making process in the Real Estate and Property Market. We manage their Properties as if they were our own.

Awards & Recognition

In the month of November 2017, the WMM Group was awarded the prestigious Le Fonti Awards in the Excellence of the Year –  Leadership in the Tax Advisory Services category, for being “a Swiss Excellence since 1972 and for being a Leader in the Tax, Wealth & Asset and the Real Estate Integrated Advisory Services Sector” and  specifically, “for constantly and strategically focusing on the quality and personalization of services”.



The WMM Group’s clients are free to request the advice of the consultants specialized in the areas the group is operating at any time.