Services oriented towards families whose complex patrimony requires an in-depth and holistic management.
The control system that promotes family objectives and incorporates a succession plan for family assets.
Strategic advice on family business, aligned harmoniously with the family and corporate needs.
Our consulting services
“...Total transparency in the relationship between the client and professionals is fundamental...”
Essentia is a dedicated centre designed with the capacity to meet the organizational needs of families, including the identification and realization of their strategic objectives.
The human factor is fundamental to the advisory process; therefore, it is crucial for Essentia to listen and understand the family’s needs. Only then can we assume the role of advisor in the administration of the family’s wealth.
Essentia offers a type of advice which embraces all the necessary aspects for a proper functional reorganization of the family’s affairs.
Thanks to its network of experts, Essentia is able to answer the varied and specific needs of its clients and deliver worldwide project management services on a global scale.
Strategic planning
Essentia's operating environment is sensitive in two reciprocal ways depending on whether it intervenes on the asset front (therefore financial) or on the family front (therefore emotional).
An agile, fast, and effective management
Responsibility, discipline and integrity are the three core values that guide Essentia and allow it to apply order in planning very lengthy and complex operations in detail and conducting its business with full respect for professional ethics. Dedication and discretion are the features that characterize Essentia's approach to the client.
