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+41 (0)91 923 11 10
info@fiduciariaortelli.ch
  • Home
  • Who we are
    • News and pubblications
  • Services
  • Real estate
    • For sale
    • Rent
  • Moving to Switzerland
    • Global Citizens, Non-Dom Residents and New Residents
  • Qualifications
  • Affiliations
  • Contacts
Home - Services
Business Consulting

Depending on the client’s circumstances and objectives, we can recommend an appropriate corporate structure, along with timely and competent support in business and commercial matters. This allows the client to focus their efforts on high value-added production activities.

  1. Operations Management
  2. Accounting
  3. Taxation
  4. Salaries
  5. Reporting
  6. Human Resources
Tax consulting

Our role is to advise clients about new opportunities for optimizing the tax position, assisting them with both ongoing personal and corporate tax obligations, as well as with extraordinary or exceptional tax matters.

  1. Individuals
  2. Legal persons
  3. National taxation
  4. International taxation
Real Estate Services

Proper advisory services in the management of real estate allows the client to maximize the return on their properties, while keeping them informed about new market opportunities. We guarantee technical and logistical support in real estate sale, rental and leasing, as well as for compliance with regulations in this field, such as applying for purchase permits for foreigners.

  1. Administration
  2. Leasing
  3. Construction/renovation
  4. Purchase/sale
  5. Valuations
Asset management

The goa of asset investment is to achive the highest possible return in line with financial market conditions. In order to design an optimal investment strategy, it is important to identify and analyze needs and risks associated with each investment. Our role is to present clients with the opportunities offered by the banking sector, but above all to closely monitor the mandates entrusted to credit institutions, ensuring the invested capital benefits fully from the expertis of our professionals.

Audit

The corporate audit body has recently taken on an increasingly important role and greater responsibilities. Directors, and also key creditors, now base their decisions on the opinion of the audit body. This requires a rigorous audit conducted by professionals who, thanks to their competence and experience, are able to accurately assess every corporate situation.

  1. Limited/ordinary audits
  2. Capital increases/reductions
  3. Frontloading
  4. Other audits
Corporate relocations

Depending on the company's circumstances and after assessing any potential impacts, we provide timely, expert assistance, drawing on many years of experience in handling all matters related to: 

  • Corporate tax planning
  • Company relocations in Switzerland
  • Search for commercial spaces
  • Preparation of employment contracts
  • Work permits application
  • Customs and insurance formalities
Personal relocations

Depending on the client's family and business circumstances, we provide prompt and expert assistance, drawing on three generations of experience, in all matters related to:

  • Private tax planning
  • Obtaining residence permits
  • Obtaining work permits
  • Searching for an apartment/house
  • Border and insurance formalities
  • Conversion of a foreign driving license

Contact us

+41 (0)91 923 11 10
Via Greina 2, CH - 6900 Lugano
info@fiduciariaortelli.ch

Fiduciaria Ortelli. Privacy & cookies

Via Greina 2, CH-6900 Lugano
info@fiduciariaortelli.ch
+41 (0)91 923 11 10
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