Excellence
Deep expertise, careful execution and attention to the details that make advice truly personal.
Locarno · Switzerland · Since 2011
Swiss solidity.
Independent thinking.
Integrated wealth, tax and corporate advice for private clients, families and businesses — delivered with discretion and a long-term view.
One trusted partner
Expertise that works together.
Naret Group is an independent Swiss group active in wealth management and multi-family office services since 2011.
Since 2015, the Group has also provided tax, corporate and fiduciary services to private and corporate clients — in Switzerland and across borders. Our integrated approach gives each client one clear point of contact and advice shaped around their individual situation, needs and goals.
Naret SA is authorised by the Swiss Financial Market Supervisory Authority (FINMA) to operate as a portfolio manager.
Our expertise
A complete view of what matters.
Specialist knowledge, coordinated across disciplines. Select an area to see how we can help.
01 Private clients & families Wealth Management
Independent advice for complex assets, built around your objectives, risk profile and time horizon.
- Investment strategy and portfolio management
- Performance, risk and consolidated reporting
- Family governance and multi-family office
- Asset protection and succession planning
02 Swiss & cross-border Tax Advisory
Qualified support for private individuals, entrepreneurs, SMEs and international companies.
- Corporate and private client taxation
- Tax structuring, rulings and M&A support
- VAT, customs and tax compliance
- Tax litigation and representation
03 Companies & entrepreneurs Corporate Advisory
Practical advice for better decisions — from day-to-day governance to complex transactions.
- Strategy, business plans and project management
- Company formation and governance
- M&A, due diligence and valuations
- Capital structure and financing
04 Operations & people Accounting & HR
Reliable administration that gives management a clear and timely view of the business.
- Financial and management accounting
- Annual accounts, budgets and liquidity planning
- Payroll and social security administration
- Work permits, global mobility and expatriate services
05 Property owners & investors Real Estate
Careful administration, brokerage and advice across the full property lifecycle.
- Management of income properties and condominiums
- Residential and commercial lettings
- Property acquisition, sale and search
- Development and real estate project advisory
Rooted in Ticino
Local presence.
International reach.
From our office in the heart of Locarno, we stay close to clients across Ticino and throughout Switzerland. Our professionals also support international projects through a trusted network of specialists.
Visit us in LocarnoWhat guides us
Clarity in every decision.
Like the clear waters and enduring peaks of Lake Naret, our work is grounded in transparency, steadiness and perspective.
Independence
No binding ties to banks or solution providers — our focus remains firmly on each client’s interests.
Integrity
Professional ethics, honesty and reliability shape our decisions and our actions.
Responsibility
Every recommendation is carefully assessed, selected and owned by the people who make it.
Confidentiality
Trust is our most valuable asset. We protect it through exacting standards of discretion.
Our story
Built for the long term.
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Naret SA founded
Wealth management and family office activities begin.
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Naret Consulting SA founded
Tax, fiduciary, corporate and real estate advisory services are added.
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FINMA authorisation
Naret SA receives authorisation to operate as a portfolio manager.
A conversation is the best place to start
Let’s discuss what matters to you.
Contact our team to arrange a confidential meeting at our office in Locarno.
Hours
Monday–Friday
08:30–12:00
14:00–17:00