Via Francesco Somaini 10, 6900 Lugano
Bleicherweg 50, 8002 Zurich
Capital Trustees is a professional and independent Swiss trustee company, among the first few licensed by the Swiss Financial Market Supervisory Authority (FINMA).
With its professional services, it provides assistance in wealth structuring through tailor made solutions, supporting High Net Worth Individuals in the achievement of their wealth planning goals.
Its services range from the set-up and administration of trusts and foundations, to corporate administration, including accounting and tax consultancy for both legal and natural persons.
I have more than 30 years’ experience in the set-up, administration and management of complex international structures.
I started my career in a Big Four company in Milan. I spent more than 5 years in a renowned Italian holding company of a leading industrial group with senior executive appointments. Prior to joining Capital Trustees AG, I served for more than 10 years as CEO of a single family office based in Switzerland.
I am a member of the Association of International Accountant (AIA) and of the Institute of Chartered Accountants in England and Wales (ICAEW). I am also Full Member of the Society of Trust and Estate Practitioners (STEP).
I hold a Bachelor Degree in Business Administration from University “L. Bocconi”, in Milan (Italy).
I have more than 20 years’ experience in wealth planning, providing tax and legal advice to individuals and families on wealth structuring and estate planning for their personal and business assets.
My work experience started in Milan and then developed in boutique trust companies based in UK, Ireland, Malta and Switzerland where I acted as senior executive.
I am a Full Member of the Society of Trust and Estate Practitioners (STEP) since 2010 and Board member of STEP Lugano Branch since 2012 where I served as Chairman from 2013 up to 2018.
I hold a Bachelor Degree in Law from University of Milan and a Master in Tax Law from the Business School of The 24 ORE Group, a leading Italian multimedia publishing group.