Matteo Soldati

Matteo Soldati

Partner

Vicolo Nassetta 2

CH-6900 Lugano

+41 58 896 96 00

matteo.soldati@fiduciariamega.ch

About me

After my university studies in economics, I worked for several years for UBS and then for a tax firm in Lugano. In 2007, in order to complete my education, I obtained a Master in Advanced Studies in Tax Law. I have been working at Fiduciaria Mega since 1999 – since 2009 as a partner and director. During my professional career I have been involved in national and international tax matters for both companies and individuals. In recent years, I have supervised a number of real estate transactions, both from a corporate and credit perspective. I sit on the boards of directors of operating companies representing shareholders and on the boards of not-for-profit companies.

Areas of activity

  • Tax advice, tax agreements / tax rulings, procedure for natural and legal persons
  • National and international tax law
  • Accounting law
  • Advising HNWIs on relocation and tax arrangements (lump-sum taxation)
  • Inheritance tax planning
  • Tax advice in real estate transactions
  • Participation in operational Boards

Professional experience

  • Partner and Director Fiduciaria Mega SA (since 2009)
  • Joined Fiduciaria Mega SA, Lugano (1999)
  • UBS SA – Lugano and Geneva (1996-1998)

Education

  • Master in Advanced Studies in Tax Law SUPSI (2007)
  • Degree in economics and commerce from the Catholic University of Milan (1995)

Affiliations and qualifications

  • Cantonal fiduciary license
  • IFA – International Fiscal Association
  • STEP – Society of Trust and Estate Practitioners
  • Financial intermediary SRO

Languages

  • Italian
  • English
  • French