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.

News on Fiduciary Advisory and Consulting Services

Our Team