Essentia Holding SA is an independent multi-family office providing strategic wealth management and advisory services to an international clientele. Its services include investment and wealth planning, tax and expert reporting, worldwide banking, corporate services, property advisory and philanthropy support.
AI-generated
Offering
Products & services
Industry:Holding Companies
✓ Offered8
Investment advisory
Investment advisory based on information, investing and risk management; decision support, execution of investments and monitoring of the portfolio.
Wealth planning
Strategies for private wealth and family continuity, including succession planning, functional reorganisation of family assets and support for the projects.
Business consulting
Strategic consulting and operational support for family-owned businesses, including accounting, tax returns, incorporation and liquidation of companies, internationalisation and offshoring.
Professional reporting
Consolidated reports and interpretation of the data for assets held at multiple institutions, with an up-to-date view, transparency of costs and risks and support for the investment strategy.
Tax consulting
Tax consulting with expertise in the local, regional and global context, on developments in tax policy, legislation and tax administration.
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