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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,701 companies indexed · Last updated: today
DirectoryFinance & InsuranceFunds & Investment CompaniesLuganoEssentia Planning SA
Essentia Planning SA Logo
Verified· 3 sourcesTrust Score
Summary

About the company

Essentia Planning SA is an independent multi-family office that provides strategic and wealth advisory services to an international clientele. Its offerings include investment and wealth planning, tax advice, worldwide banking relationships, corporate services, real estate advisory and philanthropy support.

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Offering

Products & services

Industry:Funds & Investment Companies
✓ Offered10
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3.9/5

Essentia Planning SA

Investment consulting
Investment consulting based on information, execution of investments and risk management; analysis of context, sectors, companies and asset classes, with continuous portfolio monitoring.
Investment Planning
Services for families with complex assets, with in-depth and holistic management, defining wealth strategies and supporting family continuity goals.
Wealth Planning
Wealth planning with a control system, incorporation of a succession plan for family assets, and support for family goals.
Business Advisory
Strategic advisory for family-owned businesses, aligning family and business needs and supporting strategic and operational matters.
Professional reporting
Consolidated wealth reports, support in interpreting the data, real-time overall view, and monitoring of costs, risks and investment administration.
Tax advisory
Tax advisory with local technical expertise and regional and global knowledge of developments in tax policy, legislation and tax administration.
Worldwide banking
Access to an international network of banking services, selection of institutions based on jurisdiction and local expertise, and coordinated management of banking relationships.
Business services
Support for the strategic and day-to-day management of business matters, including accounting, tax returns, company formation and liquidation.
Real estate consulting
Analysis and valuation of real estate investments in Switzerland and abroad, development of strategies for real estate portfolios and brokerage through an international network.
Philanthropy
Advisory for philanthropic structures and projects, defining mission, governance, staff and infrastructure, with measurement of social impact and sustainability.
Trust & reputation

ranQ Trust Score of Essentia Planning SA: 3.9 out of 5.0

Trust Score3.9/ 5.0

High

x

Data basis 96% · As of October 2026

Essentia Planning SA scores 56.6 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.70.824%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.27.910%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.50.08%
Essentia Planning SA scores 82.3 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.92.512%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.55.07%
Essentia Planning SA scores 85.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).85.022%
Essentia Planning SA scores 25.7 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.25.74%
  • Media authority: No data point — the criterion is taken out of the weighting and does not lower the score.—4%
Qualifications+0.00

Essentia Planning SA reaches a ranQ Trust Score of 3.9 out of 5.0 — rated «High». The rating draws, among other things, on 5.0 out of 5 stars from 2 customer reviews. The data basis is 96%, so the score is backed by part of the criteria. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Via Ferruccio Pelli 3
6900 Lugano
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
08:30 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-322.704.909
Founded
2014 · 12 years
Last commercial register change
November 25, 2024
Employees
1 to 10
Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.
100.0
6%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.70.03%
    • Full methodology

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