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Essentia Family Office SA Overview
Type
Multi Family Office
Year Founded
2009
General Information
Essentia Family Office SA is a multi-family office headquartered in Lugano, Switzerland. Founded in 2009, the firm advises and oversees the global assets of multiple entrepreneurial families, offering integrated wealth management, estate planning and corporate advisory services under Swiss FINIA regulation. Its team of investment, risk and compliance professionals coordinates banking relationships, legal, tax and administrative matters—delivering tailored, long-term asset stewardship.
Contact Information
Website:
https://www.essentiafamily.ch/
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Lugano, Switzerland
Portfolio & Notable Allocations
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