Essentia Family Office
Independent multi-family office in Lugano offering investment, wealth-planning, real estate and business advisory to families with complex assets, plus services to financial institutions.
Identity
- HEADQUARTERS
- Lugano, Switzerland
- FOUNDED
- 2009
Investment approach
Overview
Essentia Family Office SA is an independent multi-family office in Lugano that advises an international clientele on wealth, family continuity and family-business matters. It acts as a single point of contact covering accounting, legal and fiduciary, tax and corporate matters and the supervision of clients' banking relationships. Its services include investment advisory with risk monitoring, real estate advisory and helping families set up their own family office; some services are also offered to financial institutions.
People
Frequently asked questions
Essentia Family Office is a multi family office based in Lugano, Switzerland, founded in 2009.
Essentia Family Office does not publicly state whether it puts its own money into companies or invests through funds.
Essentia Family Office invests in Real Estate & PropTech and Climate & Energy.
Key people at Essentia Family Office include Orlando Campopiano (Chairman & Founder), Michele Cutruneo (CEO), Moreno Berta (Senior Client Advisor) and Giordano Garzoli (Senior Client Advisor).