We are an established fiduciary services company located in the center of Thalwil. Since the foundation in 1981, we have always placed our clients’ interests first. In close cooperation with our clientele, we have continuously extended our competencies and over the years we have gained a wealth of experience.
Through in-depth expertise, outstanding client focus and loyalty we commit ourselves to creating sustainable value for our clients. We are your reliable partner for all milestones that are of importance in your private and entrepreneurial planning for a promising future.
Team
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Education: Certified Expert in Accounting and Controlling
Experience: 40 years as an independent fiduciary
Specialization: accounting, taxes, pensions, real estate
Renata Barlocchi
rb@barlocchi.ch -
Education: Clerk, HR specialist
Experience: many years of experience as a personnel consultant and commercial employee
Specialization: accounting, unemployment insurance law
Tiziana Serioli
ts@barlocchi.ch -
Experience: 40 years in all fiduciary areas
Specialization: Accounting
Dario Barlocchi
db@barlocchi.ch -
Education: Certified Fiduciary Expert, Master in Banking & Finance, CFA
Experience: 9 years in the areas of fiduciary and business consulting
Specialization: payroll, social insurance
Luca Barlocchi
lb@barlocchi.ch -
Education: Certified Tax Expert (in school), Master in Banking & Finance UZH
Experience: Taxes, fidcuciary consulting and private banking
Specialization: Tax advise
Stefano Gmür
sg@barlocchi.ch