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DirectoryFinance & InsuranceExternal Asset ManagementLuganoESSENTIA FAMILY OFFICE SA
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ESSENTIA FAMILY OFFICE SA

Summary

About the company

ESSENTIA FAMILY OFFICE SA is an independent multi-family office providing strategic and wealth advisory to international clients, including investment planning, wealth and succession planning, and business advisory. It coordinates services such as investment consulting, tax advice, banking relationships, consolidated reporting and real estate advisory as a single point of contact.

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Products & services

Industry:External Asset Management
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Strategic Wealth Advisory
Strategic and wealth advisory for an international clientele, defining wealth objectives, family continuity and business dynamics, as an independent point of contact.
Investment Advisory
Advisory for investment decisions, with information, execution of investments and ongoing monitoring of risk factors and asset allocation.
Professional Reporting
Consolidated reports on the assets held with various financial institutions, with support in interpreting them, an up-to-date real-time view and monitoring of costs and risks.
Tax Advisory
Tax advisory with knowledge of the local context and regional and global developments regarding tax policy, legislation and tax administration.
Worldwide banking
Access and coordination of a network of international banking relationships, with selection of institutions by jurisdiction and local experience.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Via F. Pelli 3
6900 Lugano
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-115.112.022
Founded
2009 · 17 years
Last commercial register change
May 16, 2025
Employees
11 to 20

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