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DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoEssentia Planning SA
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Essentia Planning SA

Summary

About the company

Essentia Planning SA is an independent multi-family office that provides strategic and wealth advisory services to an international clientele. Its offerings include investment and wealth planning, tax advice, worldwide banking relationships, corporate services, real estate advisory and philanthropy support.

AI-generated
Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered10
Investment consulting
Investment consulting based on information, execution of investments and risk management; analysis of context, sectors, companies and asset classes, with continuous portfolio monitoring.
Investment Planning
Services for families with complex assets, with in-depth and holistic management, defining wealth strategies and supporting family continuity goals.
Wealth Planning
Wealth planning with a control system, incorporation of a succession plan for family assets, and support for family goals.
Business Advisory
Strategic advisory for family-owned businesses, aligning family and business needs and supporting strategic and operational matters.
Professional reporting
Consolidated wealth reports, support in interpreting the data, real-time overall view, and monitoring of costs, risks and investment administration.
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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-322.704.909
Founded
2024 · 2 years
Last commercial register change
November 25, 2024
Employees
1 to 10

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