Essentia Family Office SA

Essentia Family Office SA

Financial-Services

Lugano, Ticino
Switzerland
Industry Category
Financial-Services
Company Description

Essentia Family Office SA is a leading financial services provider dedicated to strategic wealth management and comprehensive advisory services. Serving an international clientele, Essentia Family Office SA focuses on helping clients achieve their objectives related to private wealth, family continuity, and business dynamics. Essentia Family Office SA operates from its primary location at Via Ferruccio Pelli 3, Lugano, Ticino 6900, CH.

Understanding the complexities often associated with managing substantial family wealth, Essentia Family Office SA offers a unique, single-point-of-contact service. This includes essential support in areas such as accounting, legal and fiduciary advice, taxation, and corporate issues, alongside the supervision and control of multiple banking relationships. Essentia Family Office SA tailors the entire strategic planning process, ensuring a bespoke approach that goes beyond mere execution.

The added advantage for clients of Essentia Family Office SA lies in the ability to communicate with and entrust a single, independent point of reference to administer, enhance, and protect family wealth across future generations. The team at Essentia Family Office SA is committed to providing exceptional service and fostering long-term relationships built on trust and expertise. We invite the manager of Essentia Family Office SA to create a customized and exclusive company showcase and product listing on our platform.

Essentia Family Office SA è un fornitore leader di servizi finanziari dedicato alla gestione strategica del patrimonio e a servizi di consulenza completi. Servendo una clientela internazionale, Essentia Family Office SA si concentra sull'aiutare i clienti a raggiungere i loro obiettivi relativi al patrimonio privato, alla continuità familiare e alle dinamiche aziendali. Essentia Family Office SA opera dalla sua sede principale in Via Ferruccio Pelli 3, Lugano, Ticino 6900, CH.

Comprendendo le complessità spesso associate alla gestione di un patrimonio familiare sostanziale, Essentia Family Office SA offre un servizio unico e con un unico punto di contatto. Ciò include il supporto essenziale in aree quali la contabilità, la consulenza legale e fiduciaria, la fiscalità e le questioni societarie, insieme alla supervisione e al controllo di molteplici rapporti bancari. Essentia Family Office SA adatta l'intero processo di pianificazione strategica, garantendo un approccio su misura che va oltre la mera esecuzione.

Il valore aggiunto per i clienti di Essentia Family Office SA risiede nella capacità di comunicare e affidare a un unico punto di riferimento indipendente l'amministrazione, la valorizzazione e la protezione del patrimonio familiare attraverso le generazioni future. Il team di Essentia Family Office SA si impegna a fornire un servizio eccezionale e a promuovere relazioni a lungo termine basate sulla fiducia e sulla competenza. Invitiamo il manager di Essentia Family Office SA a creare una vetrina aziendale e un elenco di prodotti personalizzati ed esclusivi sulla nostra piattaforma.

Key Personnel / Employees
Dalvia Soldati Orlando Campopiano Michele Cutruneo Aleksandar Gogov CIPM®

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Compare Essentia Family Office SA with 3 companies in Financial-Services

4 Companies
Comparison Field
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Founded Year
2008 2015 2015
Company Size
1 employee 11-50 2-10
City
Lugano, Ticino Brooklyn, NY
Country
Switzerland United States
Skills & Keywords Comparing with main company
14 Total Skills
Wealth Management Financial Advisory Family Office Investment Planning Strategic Planning Tax Advisory Fiduciary Services Wealth Planning Business Advisory Real Estate Family Office Services Strategy Risk Advisory Performance Measurement
7 Total 7 Unique
Unique Skills:
Finance Ideation Nonprofit Program & Product Design Small Business Systems Change +1
12 Total 12 Unique
Unique Skills:
Capital & Runway Management CFO Financial Modelling Financial Planning & Analysis Forecasting Fundraising +6
12 Total 12 Unique
Unique Skills:
Capital Raising Company Restructuring Financial Education Financial Wellness Institutional Asset Management Investments +6
4
Total Companies
2008
Oldest Founded
2
Countries
45
Unique Skills

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Alternative Company Names

This company is also known as

Essentia Family Office SA إسينشيا فاميلي أوفيس إس إيه Эссентия Фэмили Офис СА