As Managing Partner and Head of Corporate and Compliance at Andersen Tax in Lugano, Roberto's primary responsibility and expertise is in the management, administration and compliance of Swiss and international companies of all sizes.
Furthermore, his consultancy services support the coordination and organization of business restructuring, inheritance planning (private and corporate) and internal compliance. He has significant international experience in corporate reorganization, migration of companies to and from Switzerland.
As an international transactions expert, Roberto offers his clients a wide range of services including: advice on the choice of tax-efficient legal structures for foreign companies (corporations, partnerships, branches, representative offices); tax analysis of business financing methods, and transfer of trademarks, patents or know-how; taxation of foreign businesses operating in Switzerland (permanent establishments, income from real estate, capital gains on sale of shares); and tax coordination for international companies.
Applying in-depth understanding of the tax and legal implications of the distribution of wealth internationally, he advises companies, private clients and families on planning succession for businesses, with regard to property and other assets, and through sale or management buy-out; succession planning within the family (e.g. testaments, marital and inheritance contracts); and tax and asset protection advice for beneficiaries.
Roberto also deals with estate settlement and can support inheritors in a dispute over inheritance.