Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Europe
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Essentia Family Office, founded in 2009 and based in Lugano, Switzerland, is an independent multi-family office specializing in wealth preservation, succession planning, and comprehensive advisory services for international clients with complex family wealth. It emphasizes discretion, integrity, and multigenerational continuity.
Unlock mandates & allocation signals
See Essentia Family Office SA's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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