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

mi sono affidato a loro ed ho subito capito che sono dei professionisti

Immer freundliche und kompetente Auskunft auf Fragen. Nach dem Tod meines Mannes fühle ich mich bei "meinem" Bankfachmann bestens aufgehoben.

sehr kompetent, freundlich und familiär. Top Alternative zu Gross-und Regionalbanken.

Drees & Sommer Switzerland is a consulting company providing a single source of consultation and implementation services for the real estate, infrastructure and industrial markets. The company delivers sustainable, innovative, and economically viable solutions that meet each client’s unique needs. Our almost 250 employees in Zurich, Basel and Lausanne have been supporting clients from a wide range of sectors since 2008. Drees & Sommer Switzerland is part of the Drees & Sommer Group, which was Founded in 1970 and long recognized as a pioneer in driving sustainability and digitization. Today Drees & Sommer employs more than 6,000 people at 63 offices.

Herr Wehrli hat mich und meine Familie ganz Individuell Beraten, hat sich sehr Zeit genommen für uns und uns ein Hammer Angebot unterbreitet! Noch nie so einen tollen Berater gehabt! Weiter so Herr Wehrli!!

Financial advisory of wealthy individuals, their family, and single-family offices.

Drees & Sommer Switzerland is a consulting company providing a single source of consultation and implementation services for the real estate, infrastructure and industrial markets. The company delivers sustainable, innovative, and economically viable solutions that meet each client’s unique needs. Our almost 250 employees in Zurich, Basel and Lausanne have been supporting clients from a wide range of sectors since 2008. Drees & Sommer Switzerland is part of the Drees & Sommer Group, which was Founded in 1970 and long recognized as a pioneer in driving sustainability and digitization. Today Drees & Sommer employs more than 6,000 people at 63 offices.

As a globally operating financial expert with Swiss roots, we specialize in wealth management, active asset management and investment solutions. Vontobel Wealth Management is committed to actively managing client assets with foresight across generations. We take a holistic approach, accurately monitor the markets, anticipate trends and opportunities, and develop individual solutions. This is how we protect the entrusted assets and create optimal conditions to increase them over the long term while taking controlled risks.

The bank Bonhôte , founded in Neuchâtel in 1815, can look back on a long tradition of expertise in financial and wealth management , its core business. The compact structure of the bank guarantees effectiveness, flexibility and rapid responses to volatile developments in the markets. Even more than providing a comprehensive suite of wealth management services, we seek to build a privileged relationship with each of our clients aimed at fully achieving their objectives.