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.
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.
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.
OUR TEAM INCLUDES PROFESSIONALS WHO EXCEL IN THEIR FIELDS OF EXPERTISE. AS A RESULT, WE PROVIDE QUALITY INTEGRATED CONSULTING SERVICES.
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.
TAILORED TO THE YOUNGEST CLIENTS’ NEEDS, WMM EASY PROVIDES TAX CONSULTING AND ACCOUNTING SERVICES, HANDLES PERMIT PROCEDURES AND FINDS STRATEGICALLY POSITIONED ACCOMMODATION.
News on Fiduciary Advisory and Consulting Services
Obbligo di annuncio dei posti di lavoro vacanti
Nel febbraio 2014 è stata approvata l’iniziativa contro l’immigrazione di massa. Il Parlamento ha conseguentemente deciso di introdurre l’obbligo di annuncio per i generi professionali con un elevato tasso di [...]
Legge federale sulla revisione delle imposte alla fonte del reddito da attività lucrativa
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 [...]
Modifiche IVA dal 1° gennaio 2018
Revisione parziale della legge sull’IVA Nella seduta del 2 giugno 2017 il Consiglio Federale ha deciso di porre in vigore dal 1 gennaio 2018 la [...]
OUR GROUP ALSO PROVIDES WEALTH MANAGEMENT AND REAL ESTATE CONSULTING SERVICES.
Our Team
at WMM since 2018
at WMM since 2007
at WMM since 2002
at WMM since 2013
at WMM since 1982
at WMM since 2002
at WMM since 2005
at WMM since 1993
at WMM since 2001
at WMM since 2005
at WMM since 2017
at WMM since 1984
at WMM since 1983
at WMM since 2018
at WMM since 2013
at WMM since 2007
at WMM since 2003
at WMM since 2000
at WMM since 1995
at WMM since 2007
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.