A.M. Family Office SA

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 Management
Everyone 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 advice
The 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 consulting

Tax 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 tax

Safety 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