We are a Swiss independent firm providing services in the following areas: • Wealth Management Portfolio Management Investment Advisory • Business Consulting Incorporation, administration and management of corporate structures. Assistance in negotiations with local authorities to apply for tax incentives and subsidies offered to companies established in the Canton of Ticino (“Progetto Copernico”) • Relocation to Switzerland Assistance in negotiations with local authorities to request the expenditure-based taxation (“lump-sum tax”) • Family Office Wealth Planning Wealth and tax consulting Investment advisory