We have no office in Ticino. From Geneva, we support families in Lugano and the surrounding region with a digital platform and video calls; in-person meetings can be arranged when useful.
We work in French, English, German, Spanish and Portuguese, but not in Italian. For exchanges in Italian, we rely on your advisers in Ticino.
From Geneva, in close contact with you
Your wealth is consolidated online and your documents are kept in a digital vault hosted in Switzerland. For the meetings that matter, an in-person meeting can be arranged.
Your Ticino advisers, coordinated
Banks, lawyers, notaries and fiduciaries: we work with the ones you already know. We gather the documents needed by the Divisione delle contribuzioni and follow the calendar with your tax adviser.
An Italian-speaking setting
In Ticino, many documents are written in Italian. We bring them into your reporting and digital vault, and your local advisers remain your contacts for exchanges in that language.
What we do for your family
- Consolidated reportingA single view of your entire wealth — banks, custodians, real estate, private equity, collectible assets. Independent of any bank, with full transparency on performance and fees.
- Investment oversightMonitoring of mandates and managers, consolidated performance, fee and risk reviews, and preparation of your family investment committee. Oversight and coordination — never asset management.
- Family office coordinationA single point of contact orchestrating bankers, lawyers, notaries, tax advisors and insurers — through to household management and special requests.
- Governance & successionFamily charters, next-generation education, estate planning and succession coordination under Swiss law, with trust and foundation structures via established Swiss partners.
- Tax & administrationSwiss tax compliance and optimisation — including lump-sum taxation — payroll for your employees and household staff, domiciliation, mail and administration.
- Digital vaultAn encrypted family document vault with Swiss data residency, structured records and controlled sharing with your advisors.
- Real estate & transactionsProperty management and administration of your assets, sourcing and evaluation of opportunities, and transaction coordination with notaries, banks and due diligence.
- Property managementOwner-side administration of your residences and rental properties: leases, service charges, managing agents, works and consolidated reporting.
- Household staff and payrollRunning your residences and every employer obligation for your household staff: contracts, social insurance, payroll and certificates.
- Relocation and residenceYour family's move to Switzerland, coordinated: permits, registrations, health insurance, schools, housing and tax status.
- Domiciliation and mailA correspondence address in Geneva, receipt and scanning of your mail, and follow-up of every deadline.
Let's talk about your situation
A first confidential video call, in whichever of our working languages suits you best.