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DirectoryFinance & InsuranceFamily OfficesLuganoPM Fiduciaria Sagl
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PM Fiduciaria Sagl

Summary

About the company

The company's purpose is to operate a commercial trust office, administrative and accounting management for third parties, audits, trust mandates, tax and business consulting, and collection procedures. It may engage in any activity related to its purpose.

Commercial register, canton of TI·As of January 31, 2024View on Zefix
Offering

Products & services

Industry:Family Offices
✓ Offered8
Global services and family wealth
Review of generational transfers, succession planning and asset protection; wealth controlling, support in selecting the banking partner and assessment of financial transactions.
Tax and pension advisory
Tax advice for individuals: tax returns, recovery of foreign tax credits, VAT, indirect taxes, tax ruling, tax regularisation and pension-related aspects.
Asset regularisation
Advisory services for voluntary disclosure, voluntary disclosures for late reporting (ravvedimenti) and self-disclosures regarding income and assets, with support in tax regularisation procedures.
Commercial and financial development
Advisory services for strategic positioning of the business, increasing revenue, staff selection, business plan, budgeting, financial reporting and identification of acquisition targets.
Tax and corporate advisory for SMEs
Support from incorporation through accounting, tax and pension-related matters; annual and consolidated financial statements, roles on the board of directors, interaction with tax and pension authorities, VAT and customs.
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Location

Via Zurigo 7
6900 Lugano

At a glance

Legal form
Limited Liability Company
UID
CHE-371.885.199
Founded
2024 · 2 years
Last commercial register change
January 31, 2024
Employees
1 to 10

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