Audit firm: Languages English in Lac

We Offer Multi Family Office, Corporate Engineering and Independent Trustee Services.Our aim is to care for and protect families and their wealth over the long term.

A new reality with over thirty years of history Crossinvest Locarno SAAn asset management company affiliated to the Swiss Association of Wealth Managers, founded in 2017 as a subsidiary of the Crossinvest group. We aim to serve more closely local and foreign clients in Switzerland, in particular German-speaking clients. Crossinvest Locarno SA enjoys specific in-house expertise and excellent services. Where required it also shares and relies on the extensive organisation and consolidated services of Crossinvest SA, which for thirty years has guaranteed its clients with the best quality standards in compliance with FINMA regulations. Crossinvest Locarno SA overlooks the Piazza Grande, in the heart of Locarno, and employs a staff of 9 professionals with a cumulative experience of more than 160 years in the sector. A history of achievementsMore than three decades after the founding of Crossinvest SA, with the birth of Crossinvest Locarno SA in 2017, the group continues to pursue its objectives, such as continuity, asset protection and sustainable growth. Crossinvest SA is a member of ASG, the Swiss Association of Asset Managers, and ASWM, the Alliance of Swiss Wealth Managers. Crossinvest Locarno SA takes an important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. 1985Birth of Crossinvest SA. From this year on, our aim has been to combine tradition and experience to serve our customers with the precision and attention typical of "Made in Switzerland". 2007The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. 2011A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. 2012A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. 2013A real commitment. The management of Crossinvest SA joins the company's shareholders. 2014The consolidation of the risk management unit. Given the specific know-how developed over the years, we offer third-party companies the opportunity to use our services and advice. 2015A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. 2017Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. 2018Next Family Wealth, a family office service offering support to control family wealth. 2020Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elementsCrossinvest Locarno SA shares and promotes the cornerstones of the corporate culture of the Crossinvest group. Independence, reliability, competence and attention to relationships are values rooted in time, guiding both our everyday actions and strategic decisions. Our job is pure passion, always on the customer’s side Crossinvest Locarno SA’s offering focuses on wealth management. In order to guarantee comprehensive and quality financial advice, the company also offers family office and mortgage management services as well as external partnerships with trusted professionals. Asset management https://www.crossinvest-locarno.ch/en/skills/#1 Family Office https://www.crossinvest-locarno.ch/en/skills/#2 Mortgage management https://www.crossinvest-locarno.ch/en/skills/#3 External partnerships https://www.crossinvest-locarno.ch/en/skills/#4

With offices in Biel/Bienne, Neuchâtel and Solothurn, we offer our services in French, German and English. Founded in 2002 under the name "F&P Services SA", the company becomes "Dynafisc Frôté SA" in 2022, following the development of new skills and in particular the integration of Dynafisc SA and F&P Conseils SA. Dynafisc Frôté SA was created to offer advisory and administrative services to company owners and their executives. In addition to its own know-how, it relies on the expertise of the law firm Frôté & Partner SA and the asset management company Schoeb Frôté SA and thus offers, under the F&P brand, comprehensive consulting services covering all legal and financial areas. Understanding our clients’ full needs and the challenges they face as well as having in-depth knowledge of the region and industry where our clients operate are just a few of the strengths we leverage when managing projects entrusted to us.

Fidacor SA is more than a simple fiduciary; we are a trusted partner at yourservice. We offer personalized services in all areas of our business. Whether you are a SMB, an individual or a public corporation our highly qualified and dynamic team will accompany you, providing efficient solutions to any problem you may face. Accounting Through working with our diverse client base we have gained experience in a wide variety of fields, enabling us to provide tailored solutions to meet your individual needs. We can provide assistance with: Bookkeeping (general, debtors, creditors, payroll) Annual closing of your accounts taking into account your financial situation and your future projects Financial analysis and ratios enabling you to make more informed management decisions Creation of management dashboards helping you be proactive in your decision making Analysis of your investment opportunities Cost accounting (profitability analysis) Payroll Through regular communication with you, we provide accurate payroll management and accounting. Our team regularly reviews your contracts to ensure your company has the appropriate degree of insurance coverage. We can provide assistance with: Preparation of monthly payroll slips and summaries Review of your employment contracts Preparation of human resources related documents (employment contracts, letters of dismissal, staff rules & guidelines, expense payments...) Establishment or control of your annual welfare contributions Review of your welfare contracts and optimization of your insurance coverage Auditing Fidacor SA has been recognized as a qualified auditor, «Expert-réviseur agréé» by the Swiss Federal Auditing Oversight Committee (ASR). This qualification enables us to perform all tasks related to auditing of accounts. Our team of experts regularly conducts audits for limited companies, limited liability companies, foundations, associations and public corporations. Advisory services for tax, corporate planning and restructuring We follow the rapid and constant evolution of tax law to help you stay one step ahead. Our tax experts will advise you and work with you to find the most profitable long term solution tailored to your individual needs. We can provide advisory services for projects such as: Fiscal planning Optimization during company or group restructuring Corporate transformation, mergers and demergers Negotiation with tax authorities in order to obtain fiscal privileges Negotiation with tax authorities in order to obtain tax packages for foreigners Preparation of tax returns for natural and legal entities

Molto consigliato, preciso, puntuale e affidabile