CONSULTING

Our expertise at the service of our clients

Consulting

Our clients include: industrial and financial groups as well as business entrepreneurs willing to undertake a process of internationalisation of their businesses through functional and cost effective corporate structures; professionals seeking advice in international corporate and fiscal planning as well as personalised portfolio management for their clients and individuals intent on obtaining the best returns on their personal wealth as well as protecting the same.

Our professionals have developed a long term experience in the direct management of multinational industrial firms and have held outstanding positions in leading domestic and foreign banking institutions. Thanks to our professional staff's experience, expertise and knowledge, we hold a privileged position in the field of management and corporate advice as well as portfolio management. This expertise assures our clients will receive high quality, integrated services.

Consulting
 

Our services range from planning of international corporate structures to incorporation and management of domestic and foreign companies; from nominee ownership to personalised portfolio management; from financial planning to corporate treasury management; from mergers and acquisitions services to investment funding.

Our associates are structured in two units, Unifida and Piem. Each of them has its own mission, but they are perfectly integrated with each other. Unifida covers the whole range of trust services and corporate advises, Piem instead handles portfolio management and financial advises. The collaboration of multi-disciplined professionals and, in particular, the integration of fiscal advisors, chartered accountants, dealers and brokers, give us our qualifying features, allowing us to meet with accuracy and competence all the requirements of our clients.


Services offered

  • International fiscal planning for companies and individuals
  • National and international corporate and fiscal consulting services
  • Incorporation and management of Swiss and foreign companies
  • Settlement and management of trust
  • Nominee ownership
  • Corporate appraisals and mergers and acquisition services
  • Ship registration
  • Registration and management of patents and trademarks
  • Insurance planning and administration of captive companies
  • Portfolio management
  • Financial consulting for companies and individuals
  • Financial planning and corporate treasury management