Fidinam & Partners SA

What Fidinam & Partners SA does

Fidinam & Partners SA is a privately held Swiss tax advisory and corporate services firm headquartered in Lugano, Canton Ticino, founded in 1960 and currently employing approximately 32 people across partner, associate partner, vice director, procuratore, and administrative roles. The firm is organized into five competency centers — Swiss Tax Advisory, International Tax Advisory, Corporate Services, Asset Protection, and Family Office — supplemented by Real Estate Consulting and a newer Digital Consulting practice covering Abacus ERP integration, business intelligence, CIO-as-a-Service, and cloud solutions.

The company serves three primary client segments: private clients (high-net-worth individuals requiring tax advisory, wealth planning, residence transfer, and intergenerational family office services), corporate clients (businesses needing tax compliance, transfer pricing, M&A tax, accounting, payroll, CFO-as-a-Service, and corporate administration), and institutional clients (entities requiring specialized fiscal structuring). Service delivery is partner-led from the Lugano office, with international mandates supported through a network of foreign professionals and memberships in over a dozen bilateral Chambers of Commerce spanning Hong Kong, Singapore, Vietnam, Shanghai, and Switzerland.

Revenue is generated entirely through professional services engagements on a quote-based model; pricing is not publicly disclosed. The firm holds ISO 27001 Information Security Management certification, complies with the revised Swiss Data Protection Act (nLPD), and maintains technology partnerships with Abacus Research AG and Swiss 21 Digital Coach. Ownership rests with named partners including President Alberto Genovesi and CEO Christian Ballabio, with no parent company, no external institutional investors, and no disclosed funding rounds.

Name

Fidinam & Partners SA

Legal name

Fidinam & Partners SA

Website

https://fidinam-and-partners.ch

Company type

Private

Founded year

1960

Operating status

Operating

Headcount range

11–50 employees

Short description

Fidinam & Partners SA is a privately held Swiss tax advisory and corporate services firm headquartered in Lugano, serving high-net-worth individuals, businesses, and institutional clients across Swiss and international tax, wealth planning, family office, corporate administration, and digital consulting mandates since 1960.

Ownership category

akta.pro rank

Product category

Tax Advisory and Fiduciary Services

NAICS

Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (525920), Portfolio Management and Investment Advice (523940), Offices of Real Estate Agents and Brokers (53121), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Services-Management Consulting Services (8742), Real Estate Agents & Managers (For Others) (6531)

akta.pro primary industry

Trust & Estate Tax Planning & Compliance (FSAEAKAE)

akta.pro secondary industries

Family Office Trust & Fiduciary Services (FSAEAKAF), Estate Planning & Trust Structuring Advisory (FSAEAKAC), Personal Trust & Fiduciary Administration (FSAEAKAA)

Keywords

• Tax advisory services
• Fiduciary services
• Corporate services
• Family office
• Wealth planning

Headquarters

HQ city

Lugano

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Tax Advisory Services: Domestic and international tax consulting for individuals and legal entities, including tax opinions, tax returns, feasibility studies, Swiss and European VAT advisory, and fiscal due diligence services.
2. Corporate Services: Company formation, fiscal domiciliation, corporate administration, contract management, work permit assistance, and extraordinary corporate operations management.
3. Wealth Planning and Family Office: Asset protection, succession planning, family office services, and intergenerational wealth transmission for entrepreneurial families since 1960.
4. Real Estate Consulting: Property management, facility management, property appraisals, real estate brokerage, construction supervision, and real estate project development.
5. Digital Consulting: Business intelligence, CIO as a Service, cloud solutions, and digital transformation advisory services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Fidinam & Partners SA is a Swiss fiduciary and tax advisory firm providing domestic and international tax consulting, corporate administration, wealth planning, family office services, and real estate consulting to private clients, businesses, and institutional entities. The firm also offers digital consulting services including Abacus accounting software integration, business intelligence, CIO-as-a-Service, and cloud solutions.

Product overview

Fidinam & Partners SA is a Swiss tax and business advisory firm offering a comprehensive suite of professional services organized into five competency centers: Consulenza Fiscale Svizzera (Swiss Tax Advisory), Consulenza Fiscale Internazionale (International Tax Advisory), Corporate Services, Asset Protection, and Family Office. The firm provides specialized tax services including individual and corporate tax advisory, wealth planning, transfer pricing, M&A tax, and crypto taxation. Under Corporate Services, they offer accounting, payroll, CFO services, and M&A advisory. Their Asset Protection and Family Office divisions focus on generational wealth transfer and succession planning. Additionally, under Consulenza Digitale (Digital Consulting), they provide Abacus accounting software integration, business intelligence, CIO as a Service, and cloud solutions. The firm has operated since 1960, providing services in Swiss and international taxation to individuals and legal entities.

Differentiator

Problem solved

Functional benefit

Brands

• fiHR: Fidinam Zurich Business Consulting HR services
• Abacus
• CIO as a Service
• CFO as a Service

Products and services

• Swiss Tax Advisory (Consulenza Fiscale Svizzera)
• International Tax Advisory (Consulenza Fiscale Internazionale)

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

16 partnerships are on record, tiered core and supporting.

• Abacus Research AGcoreTechnology or IntegrationAbacus is a Swiss business software provider offering enterprise resource planning solutions. Fidinam provides consulting services related to Abacus software, integrating it into their digital consulting service offerings for clients requiring accounting and business management software.
• Swiss 21 Digital CoachsupportingTechnology or IntegrationSwiss 21 is a digital business solution platform for Swiss SMEs. Fidinam participates as a digital coach, providing guidance and consulting on digital transformation for small and medium enterprises.
• ISO - International Organization for StandardizationcoreOthersFidinam holds ISO Information Security Management certification, demonstrating compliance with international standards for information security management systems.
• Fiduciari SuissesupportingChannel Partner/ Reseller/ DistributorFiduciari Suisse is a Swiss fiduciary association. Fidinam maintains membership in Fiduciari Suisse Ticino chapter, participating in the professional network of Swiss fiduciaries.
• French Chamber Hong KongsupportingGTM or Marketing PartnerBilateral chamber of commerce facilitating business relations between France and Hong Kong. Fidinam maintains membership for international networking and business development.
• Italian Chamber Hong KongsupportingGTM or Marketing PartnerBilateral chamber of commerce facilitating business relations between Italy and Hong Kong. Fidinam maintains membership for international networking.
• Swisscham SingaporesupportingGTM or Marketing PartnerSwiss Chamber of Commerce in Singapore. Fidinam maintains membership for regional business development in Southeast Asia.
• French Chamber SingaporesupportingGTM or Marketing PartnerFrench Chamber of Commerce in Singapore. Fidinam maintains membership for international business networking.
• Italian Chamber of Commerce Singapore (ICCS)supportingGTM or Marketing PartnerBilateral chamber facilitating business relations between Italy and Singapore. Fidinam maintains membership for regional business development.
• Swisscham Hong KongsupportingGTM or Marketing PartnerSwiss Chamber of Commerce in Hong Kong. Fidinam maintains membership for international business networking.
• French Chamber VietnamsupportingGTM or Marketing PartnerFrench Chamber of Commerce in Vietnam. Fidinam maintains membership for international business development.
• Italian Chamber VietnamsupportingGTM or Marketing PartnerItalian Chamber of Commerce in Vietnam. Fidinam maintains membership for regional business networking.
• Swiss Business Gateway (SVBG)supportingGTM or Marketing PartnerSwiss Business Gateway supports Swiss companies in international markets. Fidinam participates as a member for business development support.
• Italian Chamber ShanghaisupportingGTM or Marketing PartnerItalian Chamber of Commerce in Shanghai. Fidinam maintains membership for business development in China.
• Camera di Commercio Italiana in Svizzera (CC-TI)supportingGTM or Marketing PartnerItalian Chamber of Commerce in Ticino, Switzerland. Fidinam maintains active membership in the local Italian business community.
• Latin America and Caribbean Trade Association Switzerland (LCTA)supportingGTM or Marketing PartnerTrade association bridging Latin American markets with Switzerland. Fidinam maintains membership for regional business development.

Scale indicators2 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• PwC Switzerland: Big Four firm with a strong Swiss tax, legal, and family-office practice, competing with Fidinam for cross-border tax mandates and corporate services for mid-market Swiss and international clients.
• EY Switzerland: Big Four firm offering Swiss and international tax, transaction advisory, and private-client services that directly overlap with Fidinam's tax and corporate services lines.
• Deloitte Switzerland: Big Four firm with a Swiss private wealth and tax practice competing for the same HNWI, corporate, and international tax mandates that Fidinam pursues.
• KPMG Switzerland: Big Four firm offering the full suite of Swiss and international tax, corporate, and wealth advisory services that overlap materially with Fidinam's offerings, particularly for larger corporate clients and HNWIs.

Direct peers

• Wenger Vieli AG: Zurich-based Swiss law and tax firm combining legal, tax, and fiduciary services for SMEs, entrepreneurs, and HNWIs — closely comparable to Fidinam's full-stack model.
• Mazars Switzerland: International mid-tier accounting and advisory network with a Swiss presence covering tax advisory, corporate services, and family-office-style engagements — directly comparable positioning to Fidinam.
• BDO Switzerland: Mid-market Swiss audit, tax, and fiduciary firm with comparable service breadth including corporate services, international tax, and wealth advisory for HNWIs and SMEs. Closest direct competitor to Fidinam's full-stack offering at a similar scale.
• BianchiSchwald LLC: Swiss fiduciary, tax, and legal advisory firm serving SMEs and owner-managed businesses with cross-border exposure — direct comparable in service mix and client segment.
• PKF Switzerland: International mid-tier accounting network operating in Switzerland with tax advisory, corporate services, and fiduciary offerings for privately held clients.
• RSM Switzerland: Mid-market audit, tax and consulting firm serving SMEs and owner-managed businesses in Switzerland, with overlapping tax advisory and corporate services offerings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/fidinam-partners-sa

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fidinam & Partners SA