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Financial advice in Bellinzona

: 24 Entries

Financial advice in Bellinzona, recommended by local.ch

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NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

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VZ Vermögens Zentrum

VZ Vermögens Zentrum

Viale Stazione 11, 6500 Bellinzona
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Financial adviceTax adviceWealth management
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Nene e Associati SA

Rating 5.0 of 5 stars from 8 ratings

Nene e Associati SA

Via Daro 6A, 6500 Bellinzona
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

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Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Via Daro 6A, 6500 Bellinzona
Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

Rating 5.0 of 5 stars from 8 ratings

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Fiduciaria Bellinzonese SA

Fiduciaria Bellinzonese SA

Via Respini 3, 6500 Bellinzona
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Audit firmBusiness consultancyReal Estate
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Teletronic Video HiFi SA

Rating 5.0 of 5 stars from 3 ratings

Teletronic Video HiFi SA

Viale Stazione 30, 6500 Bellinzona
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

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Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Viale Stazione 30, 6500 Bellinzona
Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

Rating 5.0 of 5 stars from 3 ratings

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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

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Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

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Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

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Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

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A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Financial advice in Bellinzona

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NEMA Fiduciaria di Nero Maria Pia

Rating 5.0 of 5 stars from 3 ratings

NEMA Fiduciaria di Nero Maria Pia

Viale Stazione 18B, 6500 Bellinzona
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

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Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
Viale Stazione 18B, 6500 Bellinzona
Audit firmTax adviceAccountingBusiness consultancyFinancial adviceCooperative housing association construction societyAudit companies
NEMA is what you are looking for

NEMA Fiduciaria - Nero Maria Pia: Expert Consultant for Your Company in Arbedo-Castione Welcome to NEMA Fiduciary, led by Nero Maria Pia (NE - MA), a distinguished consultant with roots in the picturesque municipality of Arbedo-Castione. With a successful background in renowned fiduciary and business firms between Lugano and Bellinzona, Nero Maria Pia founded NEMA with the aim of simplifying administrative practices for small and medium-sized enterprises, ensuring seamless business continuity. Our Values: Transparency, Competence, and Innovation NEMA epitomizes transparency and competence. We are a dynamic team, at the forefront of technology, yet anchored in the belief that trust is built through sincerity. Our commitment is reflected in both procedures and costs, ensuring a direct approach and clarity at every step. Services Offered by NEMA: Corporate Formation and Start-Up: Analysis of the ideal corporate formula. Opening of bank accounts. Insurance consultancy for businesses. Organizational planning for companies. Accounting: General accounting management for SMEs and sole proprietorships. Client accounting oversight. Quarterly/semi-annual VAT statements. Preparation of annual balance sheets and income statements. Personnel Management: Monthly payroll processing. Quarterly withholding tax statements. Annual declarations for AVS/LPP/LAINF. Correct application of collective labor agreements. Employee entry/exit notifications. Annual salary certificates. Withholding tax certificate issuance. Consultation for obtaining work permits. Tax Consulting: Tax declarations for individuals and legal entities. Voluntary disclosure and assistance with tax complaints. Consultation on taxation of real estate profits. Trust is Our Foundation - Contact Us for a Coffee and Learn More! "A journey of a thousand miles begins with a single step." - Lao Tzu Accounting Packages: Tailored services for 150, 250, 500, or 1000 invoices annually. Click here for more details. Personnel Management: Detailed services for human resources management. Types of Consultations: Various accounting, tax, and management consultations tailored to your needs. In the complex world of business consulting, NEMA Fiduciary is the reliable guide to ensure the success and stability of your business. Contact us today for an informative meeting and discover how we can make a difference for you!

Rating 5.0 of 5 stars from 3 ratings

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VZ Vermögens Zentrum

VZ Vermögens Zentrum

Viale Stazione 11, 6500 Bellinzona
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Financial adviceTax adviceWealth management
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Nene e Associati SA

Rating 5.0 of 5 stars from 8 ratings

Nene e Associati SA

Via Daro 6A, 6500 Bellinzona
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

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Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Via Daro 6A, 6500 Bellinzona
Real estate brokers and agenciesProperty managementReal EstateRentingAudit firmManagement of real estateReal estate advice
Nene e Associati SA - Fiduciaria immobiliare dal 1977

Nene e Associati SA, founded in Bellinzona in 1977 as Nene SA, stands as a benchmark in the real estate sector in Ticino. Originally family-oriented, the company has maintained a solid and reliable approach over the years, growing without ever losing sight of the fundamental values of the profession: serious, trustworthy, and honest work. Since 1991, the main office has been located at Via Daro 6a, serving as a meeting point for those seeking competence and dedication in the real estate fiduciary field. In 2023, the company name was updated to Nene e Associati SA, solidifying its commitment to providing high-quality services. The Nene e Associati SA team comprises professionals: Fabrizio Zurmuehle Meyer: Head of Human Resources and Data Protection Officer. Edoardo Russo: Real estate fiduciary and accountant. Monica Luraschi Liberatore: Real estate manager APF. Doriana Sassi: Real estate collaborator. Barbara Tognola: Real estate collaborator. Ana Vieira: Real estate collaborator. As a member of SVIT since January 1, 2017, Nene e Associati SA is dedicated to continuous education, actively participating in seminars, training courses, and workshops in the real estate sector. Trust us for high-quality real estate fiduciary services in Bellinzona, Ticino.

Rating 5.0 of 5 stars from 8 ratings

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Fiduciaria Bellinzonese SA

Fiduciaria Bellinzonese SA

Via Respini 3, 6500 Bellinzona
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Audit firmBusiness consultancyReal Estate
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Teletronic Video HiFi SA

Rating 5.0 of 5 stars from 3 ratings

Teletronic Video HiFi SA

Viale Stazione 30, 6500 Bellinzona
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

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Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Viale Stazione 30, 6500 Bellinzona
Radio and television shopHiFiMultimediaVideoTelevisionAudiovisual installationsBuilding acoustics
Teletronic Video HiFi SA

Teletronic SA TELETRONIC, THE IMAGE AND SOUND THAT DECORATES ...... specialising in the study for the integration of audio and video (audiovisual) systems, supply and installation. Founded in 1969, after 41 years we moved from Piazza Stazione to Viale Stazione 30. We wanted to turn our business around with a new concept, modernising it to keep up with the times with a service that is always state-of-the-art. In the new showroom you will find a wide selection of the latest brands and models, all for every price requirement. To support the sale, the workshop is staffed by expert technicians, with a quick service for any type of repair, audio-video installations, satellite, home automation, solar energy (photovoltaic), our motto "repair not throw away". DOMOTICS ? We control your home, from lights, blinds, shutters, video, alarm (home automation), to speakers built into the walls, all with audio and video diffusion throughout the entire house (multiroom), a custom-made cinema room with or without motorisation. For more than 40 years, we have been offering our expertise in electronics, keeping abreast of technological evolution and keeping up with the latest integration techniques. In recent years we have crossed the borders of our canton, working for various customers in neighbouring Italy and the rest of Switzerland. A visit from you, without obligation, even by appointment, will give you the opportunity to get to know us better and will be appreciated. Our services Consulting:We offer you individual advice and give you our full time. We provide individual solutions tailored to your needs. We are experts in the field - our advice will also be innovative in the future. Planning and installation:We plan and install appliances according to your needs. From the selection of the system to cable preparation and installation. Specialist workshop:We carry out repairs with the know-how of more than 2500 colleagues. Of course we also offer service for equipment bought elsewhere. If the repair of a television set takes longer than necessary, we offer you a replacement. Disposal:The environment is very close to our hearts; that is why when we hand over a new appliance to you, we do not only take away the packaging box but also the old appliance on request. Naturally, the packaging and old appliances are disposed of in an environmentally friendly manner. Warranty extension:Upon request, we extend the warranty for the appliance you have just purchased. With cost-effective warranty contracts, you do not run the risk of paying additional costs in case of repairs. Rental service:We rent you our items for short-term use. Take advantage of this offer, which allows you to try out the equipment of your choice. In the case of purchase, we naturally deduct the rental costs from the price of the equipment. Delivery service:We deliver your bulky purchases to your home free of charge. We install the appliance and make the settings individually. Trade-in system:Price on trade-in. It is worth comparing prices: buy now for more convenience - it is better to trade-in your appliance today than to wait until tomorrow. Financing/ Leasing:We offer you a wide range of financial possibilities, including: leasing without down payment for up to 48 months, guarantee included or hire purchase on favourable terms. In short, we take care of everything related to audio and video from private to professional in particular with displays and touch / interactive screens called STI. Brands covered: Bang & Olufsen, B&O, BeoPlay, BeoSound, BeoVision, BeoLab, Loewe, Spectral, JMC, Dali, Samsung, Technics, Panasonic, Sony, Philips, Marantz, Piega, Geneva, Tivoli Audio, Ruark Audio, Pro-Ject, Cambridge Audio, T.A.C., Thorens, Vincent, NAD, Rowen, Aria, Cabasse, Canton, Grundig, Jamo, Kef, Mirage, Sonos, Onkyo, LG, Bowers & Wilkins, Rega, Monitor Audio, RTI, Block, UPC, Rotel, Denon and more

Rating 5.0 of 5 stars from 3 ratings

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i Partners SA

Rating 5.0 of 5 stars from 1 rating

i Partners SA

Via Pretorio 9, 6900 Lugano
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

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Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
Via Pretorio 9, 6900 Lugano
Financial adviceWealth managementAsset ManagementAudit firmFamily OfficeFinancial servicesFinancial planning
i Partners SA

i Partners SA is active in the field of asset management as an independent asset manager, basing its work on the principles of transparency, responsibility and confidentiality. The experience, expertise and professionalism of your partner are a guarantee of continuity and success both for you and for the counterparties with whom we work. The main objective of your wealth manager has always been to generate added value for you by constantly monitoring risks in search of the best possible risk/return balance. 2004 - The beginning i Partners SA was created thanks to the many years of banking experience in Switzerland and abroad of the founder. Since the very beginning the goal of i Partners was to allow customers to have a stable and trustworthy long term relationship. 2013 - The first expansion i Partners welcomes a new partner and with it, an internal restructuring of the company is possible. 2014 - The second expansion i Partners welcomes two new former Credit Suisse directors. 2015 - The IT evolution i Partners begins its collaboration with Mydesq to develop a portfolio management platform. 2017 - The era of digitalization i Partners starts the fully digitalization journey thanks to Mydesq. 2021 - The FINMA acknowledgment i Partners receives authorisation as external asset manager from FINMA.

Rating 5.0 of 5 stars from 1 rating

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Revigroup Lugano SA

Rating 4.7 of 5 stars from 3 ratings

Revigroup Lugano SA

Via Serafino Balestra 18, 6900 Lugano

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

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Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning
Via Serafino Balestra 18, 6900 Lugano
Audit firmAuditingBusiness consultancyTax adviceFinancial adviceAccountingWills, estate planning

Professionalism and Efficiency for you! Revigroup Ltd. (hereinafter also referred to as „Revigroup“), having its offices in Zu­rich, Geneva and Lugano, is the result of a cooperation of a number of firms in the field of Audit, Tax Advi­sory, Financial and Economical Consulting, Fiduciary and Trustees in Switzerland. We are con­vin­ced that there is a need for high-quality services, promptly rendered by a competent, multilingual team with international experience. In a world with an ever accelerating technological progress, the optimal combination of the human being and its tools represents the challenge of the future. Accounting and Consulting cannot simply be reduced to the application of technologies and theoretical principles and cannot distance itself from reality of everyday life and of the human being, the true foundation of any enterprise. Revigroup aims at merging these two realities in such a way, that the increasingly dynamic and complex needs of clients can be met by superior, professional services; this considering that not only technical or organizational elements of an enterprise but also the human and intrapersonal dimension have to be taken into account. The Board of Directors of Revigroup is formed by Thomas Ernst, Roger Wyss and Gabriela Roethlin. Services By creating added-value we want to be an important part in the success of our clients, whether it is in the field of Audit, Management and Economic Consulting or Accounting. We want to provide high-value, professional services in the field of Audit, Accounting and in related areas of pro­fes­sional services and therefore fulfil your expectations. Experience, preparation and training of our staff, combined with the application of modern me­tho­do­lo­gies allow us to analyze, comprehend, and propose feasible solutions even for the most complex bu­si­ness problems. Audit, Accounting Swiss statutory audits (Code of Obligations)Audits according to special legislationAudit of non-Swiss entities including reporting in foreign languageAudits in accordance to international standards (IFRS)Assistance regarding implementation of international standards (IFRS)Internal audits„Anti Money-Laundering Law“-AuditsReview, Analyses, Investigations, Appraisals, and Valuations with court appointments„Due Diligence“-AuditsRegistered auditor pursuant to the Swiss Audit Supervision Act Consulting Management and entrepreneurial ConsultingAssistance and consulting re Accounting and BookkeepingAssistance with sale or purchase of business entities or parts thereofAssistance re succession, MBO, MBI, or M&AConsulting re and assistance in case of Turn-around or Restructuring Other Services (in cooperation with third parties) Domestic and international Tax ConsultingAccounting and Bookkeeping: preparation of and assistance with consolidated financial statements, year-end and interim financial statements, multi-currency accounting, temporary accounting as­sis­tan­ceComputation and preparation of Payroll, consulting re Social Security and Labor Law Asset Management, Pension planning, Insurance matters and Risk Management

Rating 4.7 of 5 stars from 3 ratings

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A.M. Family Office SA

A.M. Family Office SA

Largo Libero Olgiati 75A, 6512 Giubiasco

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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Audit firmWealth managementTax advice
Largo Libero Olgiati 75A, 6512 Giubiasco
Audit firmWealth managementTax advice

TOGETHER TO CREATE GREATER VALUE.A.M. Family Office SA is a point of reference not only for entrepreneurs and professionals but also, and above all, for families and individuals who need a personal, lasting relationship based on mutual trust.Asset ManagementEveryone is committed to consolidating their savings for future security, to realize their dreams, and for the sake of their children.At AM we are aware that the proper management of your assets is essential. This is why we care about the well-being and peace of mind of our clients and, at our offices, not only do we offer the best wealth management services but also ensure the utmost discretion, reliability and punctuality.Our experienced consultants, with many years of experience in the sector, will listen carefully to all your needs and requirements in order to identify your expectations and plan with you a tailor-made solution to achieve all your objectives.Your life savings will be in excellent hands.We will help you increase your assets by offering you tailor-made investment services. Moreover, thanks to our extensive network of well-established contacts with the most important banks in the area, you will not need to change your bank.Here at AM we can offer a comprehensive service. We also offer our assistance in matters such as tax returns, the planning of financial and legal aspects related to inheritance, payment transactions and insurance policies.Business consulting and tax adviceThe careful management of all aspects that revolve around the business world is essential for business success.At AM we help you in the management of your business by offering the necessary support in the administrative procedures related to your operations and activity.The experience gained over the years and the excellent training of the consultants will enable you to get rid of all concerns related to accounting, tax and bureaucratic matters, so that you can devote yourself solely to your business.Business consulting:- Accounting, administrative and organisational consulting- Setting up and keeping accounts- Preparation of the annual and interim closure of accounts- Accounting, financial asset analyses- Business plan preparation- Personnel management (payrolls, social insurances charges, requests for permits, employment contracts)- Corporate structure consultingTax advice:- Preparation of tax returns for individuals and for self-employed workers- Preparation of tax returns for legal entities- Incorporation and domiciliation of companies- Advice on indirect taxes and VAT- Tax and legal advice concerning inheritance law and assistance for inheritance and gift taxSafety Deposit Boxes:Swiss Family Safe SA provides safe deposit boxes, offering an alternative solution to banks and guaranteeing maximum security and discretion. Your most valuable documents and objects will be stored safely and securely, giving you maximum flexibility of access. This service will allow you to stop worrying about keeping them in your home.Swiss Family Safe SA:- Safe deposit boxes of various sizes to suit your needs- Possible deposit of keys- Free access during office hours and, by appointment,outside office hours

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