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Ways I support you
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I believe that the right support can make all the difference.
From day-to-day obligations to long-term strategies, my services are designed to guide you with clarity, integrity, and trust.
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Regulatory compliance delivered with precision.

AUDIT & STATUTORY REVIEW

Limited examination
Special audits for capital transactions
Voluntary reviews & quality assurance
Schedule your review
Meeting your obligations while finding smart opportunities for optimization.

Fiduciary 

& Tax Advisory

Order and transparency in accounting
Tax planning & optimization
Advisory on complex matters
Plan your next fiscal step
Helping you structure and grow with confidence.

Strategic Consulting

Growth strategies
Business structuring
Financial reporting & analysis
Shape your growth today
Ensuring your business transitions are smooth and secure.

Succession 

& Continuity

Business succession planning
Retirement planning
Advisory on ownership and business continuity
Prepare your next chapter
Clear guidance in a fast-evolving regulatory environment.

Digital Assets 

& Crypto Advisory

Taxation of digital assets
Structuring & investment planning
Compliance & legal frameworks
Plan your digital asset strategy
In addition to my core services, I also provide complementary expertise to support your business on a daily basis:
Bookkeeping and financial reporting
Tax preparation and optimization
Payroll management
Administrative and compliance support
Budgeting and cash flow monitoring
Financial statement review
Business incorporation and registrationtance with bankin

Trust, continuity and Co.

I know starting or managing a business often comes with many questions — here are a few I hear most often.

Good to know

What makes your approach different from a traditional fiduciary?
I go beyond compliance. My work is strategic and anticipatory (succession, structuring, cross-border, exit). I remain independent (no products, no quotas) and deliberately keep a limited client portfolio so you work directly with a senior advisor from day one.
Do you only work with large companies?
I work with founders, independents and SMEs. What matters is fit, ambition and complexity — not size.
Can you also help with international or cross-border matters?
Yes. I regularly handle relocations, cross-border holdings, double-tax questions, PE risk, and international succession. I coordinate with trusted legal and banking partners when needed and manage the project end-to-end.
How do I book a first consultation?
Use my online booking on the Contact page. Pick your topic  and preferred time, and add brief context so I can prepare. We start with a 30 minute discovery call, then I send a written scope & quote before any engagement.
Are you planning to relocate to Ticino?
looking for smart tax solutions?
I am your trusted partner.
The best way to start is simply to talk.

Let’s connect

If you’re nearby, feel free to stop by.
Via Nassa 15,
6900 Lugano
Switzerland
Drop me a note and I’ll get back to you soon.
⁠info@consval.ch
Sometimes, a quick call is the easiest way.
+41 79 358 44 66‭‬‬
Certified auditor
RAB-Nr. 100478
Let’s find the right time to talk about your goals
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