HISTORY

Orlando Campopiano left the UHNWI client segment of a leading global bank in 2009 to found Essentia Family Office with the objective of building and protecting the client's family wealth across generations. In 2010, Moreno Berta and his staff joined Essentia. The need for additional office space resulted in relocation to Via Cantonale 2 at the end of 2011.

"...Consolidation and growth..."

The next years were dedicated to consolidate our position as leading and innovative family office. Investments in IT allowed us to provide Consolidated Asset Reporting and Risk Management services at the highest levels.

Once more, we had to move in a bigger office in Via della Posta after Giordano Garzoli joined Essentia Family Office following a whole career in wealth management industry.

In 2014, Essentia changed its institutional structure in order to provide a fully integrated and comprehensive approach to its clients, establishing Essentia Planning and Essentia Consulting.