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Our clients

FAMILIES

“...Our services are oriented towards families whose complex wealth structures require global management...”.

The shared desire of all our clients is to obtain from us a comprehensive approach that ensures coordinated management and enables them to follow the administration of their complex legal, personal and financial requirements.

In certain cases, if the family wishes to construct its own “family office”, Essentia helps the family develop this concept in accordance with the required functions, structure and supervision.

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FINANCIAL INSTITUTIONS

“...Leveraging internal best practices...”.

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.

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

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Learn more about our advisory services