MC
Michele Cutruneo
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Work Experience
N/A
Jan 2017 - Present · 7 years and 11 months
N/A
Apr 2018 - Aug 2020 · 2 years and 4 months
N/A
Jul 2011 - Jun 2016 · 4 years and 11 months
Company Details
11-50 Employees
Essentia is an independent multi-family office that provides strategic wealth management and advisory services to an international clientele while supporting them in achieving agreed objectives for private wealth, family continuity and business dynamics. The state of family wealth, especially for large families with sizeable assets, often appears to be complex or difficult to manage. Essentia serves as a single point of reference, offering services for their client’s needs in different areas such as accounting, legal and fiduciary advice, taxation and corporate issues, supervising and controlling multiple banking relationships. Essentia tailor makes the entire strategic planning and not merely limits itself to an executive role. The added advantage for the customer resides in having the possibility to communicate and entrust a single independent point of reference to administer, enhance and protect the family wealth across future generations. ------------------------------------------ Essentia è un multi-family office indipendente che fornisce consulenza strategica e patrimoniale ad una clientela internazionale, supportandola nel raggiungimento degli obiettivi delineati in ambito patrimoniale, di continuità famigliare e di dinamiche aziendali. La situazione patrimoniale famigliare, specialmente per famiglie importanti con notevoli averi, spesso appare complessa o di difficile gestione. Essentia si offre come singolo punto di contatto, offrendo i servizi necessari ai clienti quali la contabilità, la consulenza legale e fiduciaria, gli aspetti fiscali e aziendali, la supervisione ed il controllo delle molteplici relazioni bancarie. Essentia delinea l'intera pianificazione strategica non limitandosi ad un mero ruolo esecutivo. Il valore aggiunto per il cliente risiede nella possibilità di comunicare e di affidarsi ad un singolo e indipendente punto di riferimento per amministrare, valorizzare e proteggere il patrimonio famigliare attraverso le generazioni future.
Year Founded
2009
Social Media
Linkedin
Industry
Financial Services
HQ Location
Via della Posta 4 Lugano, Canton Ticino 6900, CH
Keywords
Investment PlanningWealth PlanningBusiness AdvisoryStrategyRisk AdvisoryPerformance MeasurementReal Estate
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