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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementLuganoESSENTIA FAMILY OFFICE SA
ESSENTIA FAMILY OFFICE SA Logo
Verified· 3 sourcesTrust Score
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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4.0/5

ESSENTIA FAMILY OFFICE SA

✓ Offered8
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.
Services for Companies
Strategic advisory and operational support for family businesses, including accounting, income tax returns, incorporation and liquidation of companies, internationalisation and relocation.
Real Estate Advisory
Identification and evaluation of real estate investments in Switzerland and abroad, with direct support or via a global network of contacts.
Philanthropy
Advisory for philanthropic structures and projects, with mission analysis, governance, infrastructure, staffing and measurement of social or environmental impact.
Trust & reputation

ranQ Trust Score of ESSENTIA FAMILY OFFICE SA: 4.0 out of 5.0

Trust Score4.0/ 5.0

High

x

Data basis 96% · As of October 2026

ESSENTIA FAMILY OFFICE SA scores 56.6 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.70.824%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.27.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.50.08%
ESSENTIA FAMILY OFFICE SA scores 89.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
ESSENTIA FAMILY OFFICE SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
ESSENTIA FAMILY OFFICE SA scores 25.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.25.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

ESSENTIA FAMILY OFFICE SA reaches a ranQ Trust Score of 4.0 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 2 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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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
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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