Essentia is an independent multi-family office that provides strategic wealth management and advisory services to an international clientele while supporting them in achieving agreed objectives for private wealth, family continuity and business dynamics.
The state of family wealth, especially for large families with sizeable assets, often appears to be complex or difficult to manage. Essentia serves as a single point of reference, offering services for their client’s needs in different areas such as accounting, legal and fiduciary advice, taxation and corporate issues, supervising and controlling multiple banking relationships.
Essentia tailor makes the entire strategic planning and not merely limits itself to an executive role. The added advantage for the customer resides in having the possibility to communicate and entrust a single independent point of reference to administer, enhance and protect the family wealth across future generations.
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Essentia è un multi-family office indipendente che fornisce consulenza strategica e patrimoniale ad una clientela internazionale, supportandola nel raggiungimento degli obiettivi delineati in ambito patrimoniale, di continuità famigliare e di dinamiche aziendali.
La situazione patrimoniale famigliare, specialmente per famiglie importanti con notevoli averi, spesso appare complessa o di difficile gestione. Essentia si offre come singolo punto di contatto, offrendo i servizi necessari ai clienti quali la contabilità, la consulenza legale e fiduciaria, gli aspetti fiscali e aziendali, la supervisione ed il controllo delle molteplici relazioni bancarie.
Essentia delinea l'intera pianificazione strategica non limitandosi ad un mero ruolo esecutivo. Il valore aggiunto per il cliente risiede nella possibilità di comunicare e di affidarsi ad un singolo e indipendente punto di riferimento per amministrare, valorizzare e proteggere il patrimonio famigliare attraverso le generazioni future.
Company Details
- Employees
- 7
- Founded
- -
- Address
- Via Ferruccio Pelli, 3,switzerland
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- essentiafamily.ch
- Keywords
- Investment Planning, Wealth Planning, Business Advisory, Strategy, Risk Advisory, Performance Measurement, Real Estate, Family Office Services.
- HQ
- Lugano, Ticino
- Competitors
- Richfield Family Office SA, Al-Kabir Private Family Office, LFG Family Office SA, SGFC - Single Family Office (Société de Gestion Financière et Commerciale), Swiss Family Office, Carey AG - Multi-Family Office & FINMA licensed Trustee, 3T FAMILY OFFICE, LakeStreet Family Office, Black Oak Family Office SA, Plus One Family Office.
Essentia Family Office Sa Questions
Essentia Family Office Sa's website is essentiafamily.ch
Essentia Family Office Sa's LinkedIn profile is https://ch.linkedin.com/company/essentia-group-sa
Essentia Family Office Sa has
7 employees.
View email and phone details for 7
employees at Essentia Family Office Sa.
Essentia Family Office Sa's industry is
Financial Services
Essentia Family Office Sa's top competitors are
Richfield Family Office Sa,
Al-Kabir Private Family Office,
Lfg Family Office Sa,
Sgfc - Single Family Office (Société De Gestion Financière Et Commerciale),
Swiss Family Office,
Carey Ag - Multi-Family Office & Finma Licensed Trustee,
3t Family Office,
Lakestreet Family Office,
Black Oak Family Office Sa,
Plus One Family Office.
Essentia Family Office Sa's categories are Financial Services
Essentia Family Office Sa's founding year is 2009
