Una vera fuoriclasse! Precisa, determinata e sempre un passo avanti. Ha gestito il mio caso in modo impeccabile senza trascurare alcun dettaglio. Se cercate un’avvocata che fa davvero la differenza, è lei!

A new reality with over thirty years of history Crossinvest Locarno SA An 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 achievements More 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. • 1985 Birth 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". • 2007 The turning point. The relationship with FINMA begins; the company is authorised to operate as an asset manager of collective investment schemes. • 2011 A partnership in Milan. Crossinvest's subsidiary Crossfid SpA is born, a static trustee also able to assist clients on international regulatory issues. • 2012 A way to invest more effectively: the Luxembourg-based Crossfund Sicav platform is created. • 2013 A real commitment. The management of Crossinvest SA joins the company's shareholders. • 2014 The 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. • 2015 A new service. Founding of Cube8 SA, a strategic advisory firm for extraordinary finance and M&A transactions. • 2017 Birth of Crossinvest Locarno SA. An important strategic step to better serve local and foreign clients in Switzerland, particularly German and German-speaking clients. • 2018 Next Family Wealth, a family office service offering support to control family wealth. • 2020 Creation of Crossinvest Zürich AG. A strong desire to open up to the Swiss financial capital. A new meeting opportunity for an international clientele. Essential elements Crossinvest 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

The firm of attorney at law Dr. Giovanni Merlini advises his clients in Italian, German and French and operates throughout Switzerland. The firm is particularly active in the following areas: • Real Estate Law: Contracts for the Sale and the Purchase of Real Estate, Donations of Real Estate, Drafting of Mortgage Certificates, Increase of the Nominal Value, Merger and Conversion of Mortgage Certificates, Drafting of Easements (Servitudes), etc. • Company Law : Formation and Incorporation of Companies, Assignment of Company Shares, Mergers, Amendments to Articles of Association, Trasfer of Registered Offices, Transformation of the Legal Form of a Company, Shareholders' Agreements, etc. • Inheritance Law: Last Wills and Testaments, Inheritance Contracts, Dissolution of Communities of Heirs, Division of Estates, Acting as Executor of Will, etc. • Family Law: Marriage Contracts, etc. • Administrative, Construction and Planning Law • Criminal Law • Notarial Certifications and Legalisations: Authentication of Signatures and Documents, Certified Copies of Documents and Deeds, etc. For some litigation proceedings, the firm of attorney at law Dr. Giovanni Merlini relies on the expertise of the law firm ad metam SA , Ascona.

Paulo è un ragazzo giovane, veloce e molto volenteroso. È in grado di fare molti lavori se si hanno bene le idee in chiaro. Consigliato vivamente.

Since 1964 the Ferrazzini & Partners SA, formerly accountancy firm Mario Gaja, operates in the Locarno market place and counts about ten employees with qualifications in the following areas: • accounting • tax services • tax and corporate advisory • inheritance advisory • full audits and limited statutory examinations according to the Swiss law • expertise • real estate management and intermediation.

Studio moderno e accogliente. L’intero team si è dimostrato disponibile e cortese nei miei confronti, creando un ambiente sereno e ben organizzato. L’igienista Michela è stata molto precisa e delicata nel suo lavoro. Inoltre mi ha dato anche tanti consigli utili per migliorare nel quotidiano. La Dr.ssa Anzures infine ha eseguito un controllo di routine professionale, oltre ad essere una persona molto solare. Una realtà che consiglio per chi cerca un servizio piacevole ed affidabile!

Bravi e coretti

Molto consigliato, preciso, puntuale e affidabile

Ottimo 👍👍👍

Mi hanno sempre fatto risparmiare un mucchio di soldi! Grazie