WMM Group

About WMM Group

WMM Group is a Lugano-based group that says it has offered integrated consultancy since 1972 and brings together about eighty associates in tax, corporate, wealth and real-estate advice. Its fiduciary arm, WMM Servizi Fiduciari, runs tax and business advisory with an in-house legal department, while sister companies handle trust services, portfolio management and property administration. Business consulting is aimed at established companies and those starting up or relocating to Switzerland, and covers financial and analytical accounting, annual accounts, payroll and permit applications, company incorporation and administration with domiciliation, mandates and board minutes, plus mergers, liquidations and headquarters transfers. Tax advisory covers direct and indirect taxes, VAT, returns, representation and domicile transfers for individuals and companies, and inheritance matters. The wealth-management and trust activities are a significant part of the group but sit in separate entities. The site is in Italian and English, and no prices are published.

Services

Financial and analytical accounting, interim and annual accounts, payroll calculations and work-permit applications. Company incorporation and administration including domiciliation, director mandates and meeting minutes, mergers, acquisitions and liquidations. Tax compliance and planning for individuals and legal entities, VAT and other indirect taxes, domicile transfers, double-tax treaty advice. Trust establishment and trustee activity, estate planning, property management and portfolio management run through group companies.

• ✓ Company formation: offered
• ✓ Accounting and bookkeeping: offered
• ✓ Tax compliance: offered
• ✓ VAT: offered
• ✓ Payroll: offered
• ✕ Audit: not listed
• ✕ Bank account assistance: not listed
• ✓ Residency and visas: offered
• ✓ Corporate secretarial: offered
• ✓ Virtual office: offered