FINANCIAL INSTITUTIONS

Several services offered by Essentia's practitioners to families with complex wealth structures and requirements are also delivered to third party financial institutions. Using Essentia's services can help the financial institution implement best practices for exercising their fiduciary duty of control, care and reporting of client's assets

"... Leveraging internal best practices..."

Essentia's offering leverages internal best practices matured over several years of experience in wealth management and business consulting. Well-defined process allow us to adapt quickly in changing business landscapes and respond proactively to unforeseen circumstances; unlocking added value and potential opportunities.