Loading...
Fiduciary Advisory 2018-10-29T14:38:27+00:00

Fiduciary Advisory

Our history began in 1972, when a group of established professionals formed an advisory and consulting company in Lugano. After enjoying a rapid growth, today the WMM Group can rely on a carefully structured division devoted to fiduciary and consulting services which is perfectly integrated with the Wealth Management and the Real Estate. All this is possible thanks to the knowledge and capacity of 50+ professionals and staff.

Supported by our internal legal department, we are involved in all of tax, business and corporate, fiduciary, bookkeeping and accounting advisory and consulting areas. Being part of the WMM Group enables us to take advantage of important synergies, whose benefits directly extend to our clients. Growing hand in hand with our clients, building strong trust relationships and long-lasting business connections with them is our primary goal.

Business and Fiduciary Consulting Services

Business advisory, corporate management, controlling, accounting, Human Resources and Personnel Management: our Group provides both legal and natural persons with a full integrated package of services.

Our consultants support any kind of business situation, the small – size companies as well as the more structured enterprises.

Learn More

Tax Advisory

As for Tax matters, we provide a full range of advisory and consulting services related to both legal and natural persons.

The Group’s consultants support the clients on tax returns and all the mandatory tax obligations. They provide solutions on mergers, restructurings and renovations, successions and donations on a local, national and international level.

Learn more

Multi-Family Office Activity & Legal Advisory Services

Here following the services we provide in our capacity as multi-family office:  Asset and tax planning, family inheritance planning, intergenerational passages, family governance, business and family relocation, trustee’s services, life insurance’s based solutions.

Thanks to our internal legal department, we provide legal advice on Financial, Bank, Corporate and Contract, Civil, Real Estate, Construction, Inheritance and Property Law. We advise on compliance and due diligence. We act as trustees and as court approved experts.

Learn more

OUR TEAM INCLUDES PROFESSIONALS WHO EXCEL IN THEIR FIELDS OF EXPERTISE. AS A RESULT, WE PROVIDE QUALITY INTEGRATED CONSULTING SERVICES.

OUR TEAM

WMM Easy

The idea for this project stemmed from the desire to provide start-ups, young people and students with the quality service which is best suited to their needs. WMM easy offers services at very attractive prices in the following areas of expertise:

  • Accounting services for people under 35
  • Tax consulting services for people under 30
  • Permits handling for people under 30

We can also provide students and young people with strategically positioned accommodation. Our team of young professionals, who are operating in a smart and informal environment, help WMM easy’s younger clients find the solution which is best suited to their needs. Just contact us for some personalized advice and feel free to use our website.

WMMEASY.CH

TAILORED TO THE YOUNGEST CLIENTS’ NEEDS, WMM EASY PROVIDES TAX CONSULTING AND ACCOUNTING SERVICES, HANDLES PERMIT PROCEDURES AND FINDS STRATEGICALLY POSITIONED ACCOMMODATION.

LEARN MORE

News on Fiduciary Advisory and Consulting Services

 

Legge federale sulla revisione delle imposte alla fonte del reddito da attività lucrativa

21/03/2018|

La nuova legge, la cui entrata in vigore potrebbe avvenire il 1° gennaio 2020, mira ad eliminare le disparità di trattamento tra le persone imposte alla fonte e le persone [...]

OUR GROUP ALSO PROVIDES WEALTH MANAGEMENT AND REAL ESTATE CONSULTING SERVICES.

THE WMM GROUP’S SERVICES

Our Team

Noah Beccarelli
Noah Beccarelli
IT Manager
at WMM since 2018
Gregor Cadra
Gregor Cadra
Business Consultant
at WMM since 2007
Attilia Costa
Attilia Costa
Front Office
at WMM since 2002
Stefano Delcò
Stefano Delcò
Head of Legal and Compliance
at WMM since 2013
Eleonora Di Giuseppe
Eleonora Di Giuseppe
Front Office
at WMM since 1982
Narciso Gajisan
Narciso Gajisan
Logistic
at WMM since 2002
Giacomo Galli
Giacomo Galli
Head of Tax Department
at WMM since 2005
Igor Gava
Igor Gava
Middle Office and Human Resources
at WMM since 1993
Katia Greco
Katia Greco
Executive Assistant
at WMM since 2001
Alfredo Gruarin
Alfredo Gruarin
Head of Business Consulting Department
at WMM since 2005
Michel Guglielmetti
Michel Guglielmetti
Tax Advisor
at WMM since 2017
Giovanni Manzini
Giovanni Manzini
Partner
at WMM since 1984
Emilio Martinenghi
Emilio Martinenghi
Partner
at WMM since 1983
Milena Mauri Brusa
Milena Mauri Brusa
Business Consultant
at WMM since 2018
Caterina Mengoni
Caterina Mengoni
Business Consultant
at WMM since 2013
Mary Pozzoli
Mary Pozzoli
Business Consultant
at WMM since 2007
Gigi Pozzi
Gigi Pozzi
Managing Director
at WMM since 2003
Roberta Rampazzo
Roberta Rampazzo
Compliance Officer
at WMM since 2000
Sabrina Savazzi
Sabrina Savazzi
Accounting
at WMM since 1995
Sandro Surano
Sandro Surano
Human Resources Consultant
at WMM since 2007
Nicola Wullschleger
Nicola Wullschleger
Partner
at WMM since 1999

Contacts

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.

Contacts