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Since 1972
Fiduciary services, wealth planning and tax consulting.

Taylor made consultancy services

Since 1972, we accompany our clients and partners for fiduciary services, legal and corporate, wealth planning and tax consultancy.

In cooperation with you, we develop solutions that are tailored to your personal situation and requirements, and also offer a wide range of services to implement these solutions.

Tax and Legal Consulting

We provide full tax reporting services for individuals and legal entities. We can advise on your tax situation, assess your tax liability and implement the most tax-efficient solutions. For our clients with asset-managing structures and commercial companies, we offer expert advisory services in national and international tax law.

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Business Consulting

We offer expertise and practice in corporate management, structuring and consulting. We can provide legal advise covering all the issues you may face: compliance, regulatory framework , corporate transaction and contracts, restructuring of your business. Due to the increasing regulatory requirements, it is important to ensure that your assets are optimally structured.

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Asset Structuring

We offer a complete set of tailored wealth planning tools that meet the needs of modern entrepreneurs and families. We provide advice on the selection of legal forms and jurisdictions and advise you in finding the appropriate inheritance and succession planning arrangements for private and corporate clients.

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It is in everyone’s interest to protect their assets, regardless of size, to build up their estate and to plan for the future. Especially when you have a family to look after or if you own one or more businesses. From simple pension plans to more complex wealth structuring solutions, including the creation and management of vehicles such as trusts and foundations, Fidinam (Genève) SA offers a complete set of tailored wealth planning tools that meet the needs of modern entrepreneurial families.

About Us

Fidinam (Genève) SA has been providing fiduciary services, legal, wealth, tax advice to Swiss and international clients including individuals, entrepreneurs, service providers, lawyers, banks and independent asset managers in Geneva since 1972.

The 20 staff members share the company’s core values of dynamism, specialisation and confidence. They use expertise to execute accounting and tax mandates, and are also ease to handle more complex maters such as creation and management of vehicles, wealth structuring, financing, transfer, and family office services.

Fidinam (Genève) SA relies on a large network of experts and partners, thanks to its parent group, Fidinam Group, founded in 1960 in Lugano (Switzerland) and having since then expanded its activites around the world.

 

Our Values

Dynamism

We have a strong entrepreneurial creativity and capacity to adapt to the ongoing changes in the markets where we operate.

 

Specialisation

We continually improve our skills in order to respond to the evolvement of our clients’ business environment and related regulatory changes with adequate expertise and professionalism.

 

Trust

We offer tailored solutions, flexibility, full discretion and we draw inspiration from our clients.

Our Services

Tax and Legal Consulting

We provide full tax reporting services for individuals and legal entities. We can also advise on your taxes in Switzerland and in your country of residence. We will assess your tax liability and implement the most tax-efficient solutions – pension plans, domiciliation, relocation, double taxation relief, and set-up of relevant vehicles – to mitigate your tax exposure.

    • National & International Tax Planning

    • Swiss tax services and administration: tax return, tax rulings, lump sum taxation, VAT

    • Succession planning and consultancy, tax & legal

    • Tax optimisation for private and corporate clients

 

We support our clients and partners for fiduciary services, legal and corporate, wealth planning and tax consultancy.

Our business consulting area provides qualified and personalized services, with an approach that is flexibly adapted to the different phases of the company life cycle. The entrepreneur can therefore enjoy the benefit of professional advice in every administrative area of his company. By outsourcing administrative services, he also gains in terms of organizational flexibility and can therefore concentrate his efforts on his core business.

    • Accounting and administration

    • Payroll and personnel administration

    • Compliance and Regulatory

    • Consolidation of accounts

 

We offer a complete set of tailored wealth planning tools that meet the needs of modern entrepreneurial families. This can include the set-up of appropriate Swiss or foreign asset protection structures, elaborating suitable insurance solutions, estate planning, supporting philanthropic projects and implementation of family governance frameworks. We can extend this typical Family Office services to your business, for the purpose of asset structuring and enjoying niche investment solutions as well as active assistance with the development or transfer of your business.

    • Long-term asset protection and asset structuring

    • Comprehensive advice and management services

    • Personal and inter-generational asset planning, advice and structuring

    • Family-office services

 

Monte carlo

Our Team

MichelCapt

Michel Capt

MSc in management, HEC
Director and Partner
michel.capt@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


CarolineRaphoz

Caroline Raphoz

MLaw Degree, TEP
Director
caroline.raphoz@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


Simon Chappatte

Simon Chappatte

MSc in Management, TEP
Deputy Managing Director
simon.chappatte@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


GiacomoRizzo

Giacomo Rizzo

Expert diplomé en finance et controlling
Sous-directeur
giacomo.rizzo@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


TatianaGaivas

Tatiana Gaivas


Senior Relationship Manager, TEP
tatiana.gaivas@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


LucaCarmeni

Luca Carmeni


Comptable
luca.carmeni@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


SalmaMara

Salma Mara


Spécialiste en finance et comptabilité
salma.mara@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


Sarah Meriguet

Sarah Meriguet

Titulaire du CAPA français (certificat d’aptitude à la profession d’avocat) - Spécialisée en droit fiscal
Senior Account Manager
sarah.meriguet@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


FatimaNeves

Fatima Neves


Corporate Officer
fatima.neves@fige.ch | +41 (0)22 705 11 30

Fidinam (Genève) SA
53, Avenue Blanc - 1202 Genève - CH


22/07/20

Latest Issue

Fidinam Genève Newsletter - July 2020

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18/06/20

Our Brochure

Fidinam Genève Brochure

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18/11/19

Our Newsletter

Fidinam Genève Newsletter - November 2019

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Contact us

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