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DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoEssentia Planning SA
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Verified· 3 sources

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.
Tax advisory
Tax advisory with local technical expertise and regional and global knowledge of developments in tax policy, legislation and tax administration.
Worldwide banking
Access to an international network of banking services, selection of institutions based on jurisdiction and local expertise, and coordinated management of banking relationships.
Business services
Support for the strategic and day-to-day management of business matters, including accounting, tax returns, company formation and liquidation.
Real estate consulting
Analysis and valuation of real estate investments in Switzerland and abroad, development of strategies for real estate portfolios and brokerage through an international network.
Philanthropy
Advisory for philanthropic structures and projects, defining mission, governance, staff and infrastructure, with measurement of social impact and sustainability.
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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 Ferruccio 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
2014 · 12 years
Last commercial register change
November 25, 2024
Employees
1 to 10

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