Family Office
Essentia Family Office
Lugano, Switzerland
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Essentia Family Office is a multi-family office based in London, United Kingdom, providing wealth management and advisory services to high-net-worth individuals and families. The firm specializes in investment management, estate planning, tax advisory, and succession planning, aiming to preserve and grow family wealth across generations. Essentia is known for its personalized approach, offering tailored solutions that address the complex needs of affluent clients. The company has established a reputation for discretion, independence, and a holistic service model within the wealth management sector.
Partners
9 partners on file at this firm, with the firm's email pattern for cold outreach.
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Score my deck → unlock contactsInvestment focus
Business models
services
Customer segments
Enterprise, High-net-worth individuals, Family businesses
Geography
Europe, Switzerland
Links
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