Adela Muniz Email and Phone Number
The challenges of my clients are my challenges! My goal is to consolidate, protect and grow their family assets having trust, transparency and same values as a common denominator.The confidence of my clients is the key, there are no standard services, each solution is personalized, evaluating, honoring and respecting the sacrifices made by my clients to achieve their assets, is part of my business vision.The greatest satisfaction is to build together a plan for the growth of their family business and a responsible and conscious succession plan for future generations.✔OUR GOALS ARE BASED ON YOUR DREAMS!✔ The Family Office of Fidinam & Partners SA provides you the following services: ✔Wealth Planning (Investment Strategy, Succession Planning, Relocation and Tax Advice, Compliance and Regulatory, Asset Protection, Insurance etc)✔Wealth Management (Management of Family Trust and Foundation, Cost Optimization, Risk Management, Asset Management, Reporting and Record Keeping, Administrative services, Real Estate Management, Private Equity etc.) ✔Family Governance (Family Constitution, Philanthropy, Family Council, Wealth Transfer and Business Interests etc.)Fidinam & Partners SA provides domestic and international tax advice to entrepreneurs and private individuals.Thanks to the experience acquired in 60 years of activity, independence and interdisciplinary approach, our advisors guarantee discretion, competence and professionalism at any time and in any business relationship.Fidinam & Partners SA, in addition to services of Family Office, can offer the following specialist services:📌Assistance in Tax Litigation;📌Preparation of Tax return for individuals and legal entities;📌Incorporation and domiciliation of domestic and international companies;📌Asset protection services. In Europe Fidinam operates in the most important European cities through Fidinam Group Holding, Lugano-Switzerland. Overseas the Group is present through the parent company Fidinam Group Worldwide in Hong Kong, Sydney, Singapore and Dubai. Additionally, the Fidinam Group offers a large network of associates supported by specific strategic alliances thus offering consultancy, assistance and service in over 90 countries.
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Director - Associate Partner, Head Of Family Office DeskFidinam & Partners Sa Apr 2024 - PresentLugano, Canton Ticino, Svizzera -
Head Of Family Office DeskFidinam & Partners Sa Jan 2021 - Apr 2024Lugano, Canton Ticino, Svizzera -
Vicedirettore - Senior Tax Advisor And Corporate ServicesFidinam & Partners Sa 2019 - 2020Lugano, Canton Ticino, Svizzera -
Procuratore - Senior ConsultantFidinam & Partners Sa 2012 - 2019Lugano, Canton Ticino, Svizzera -
Mandataria Commerciale - Junior ConsultantFidinam & Partners Sa 2009 - 2012Lugano, Canton Ticino, Svizzera -
Assistant International Tax Dept.Fidinam & Partners Sa 2006 - 2009Lugano, Canton Ticino, Svizzera
Adela Muniz Education Details
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Master Of Advanced Studies In Diritto Economico E Business Crime -
Business Administration Major Accounting & Controller
Frequently Asked Questions about Adela Muniz
What company does Adela Muniz work for?
Adela Muniz works for Fidinam & Partners Sa
What is Adela Muniz's role at the current company?
Adela Muniz's current role is Head of Family Office Desk, Director - Associate Partner.
What schools did Adela Muniz attend?
Adela Muniz attended Scuola Universitaria Professionale Della Svizzera Italiana (Supsi), Scuola Universitaria Professionale Della Svizzera Italiana (Supsi).
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Delineante | Dibujo Y Diseño Planos 2D Y 3D | Tasaciones | Mediciones | Certificaciones Eficiencia Energética | Periciales | Activos Bancarios | Solidworks | Cswa / Cswp/Cswpa-Dt / Cswpa-Sm / Cswpa-Wd / Cswpa-SuAvilés
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