FAMILY OFFICE

Thanks to Essentia Family Office SA, strategic partner and member of LFG Holding, LFG+ZEST has access to a dedicated team of professionals offering a full range of family office management services. Essentia FO can help international families facing sophisticated and complex financial and governance structures, offering them a service similar to what large billion-dollar families typically receives from their own family office. Essentia FO is structured to assist its clients in different areas such as the oversight of advisory and accounting activities, legal and fiduciary advices, family continuity and business dynamics, and fiscal and corporate issues. Within the portfolio of services offered, the Consolidated Reporting provide a full oversight of clients’ investments across multiple banks, strategies and asset classes. A state-of-the art technological tool allows clients to directly access their consolidated portfolios and to easily monitor the overall performance, ensuring alignment with their goals.

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HEDGE FUNDS

In relation to hedge funds, we have on one hand direct expertise and experience with the hedge funds industry (directly managing funds or investing into hedge funds or funds of hedge funds managed by trusted partners). Our partner for this segment is a well-established firm with over 30 years of track-record, around 3 billion of Assets under Management and offices in UK, USA, Switzerland and Italy.

IMPACT INVESTING

Through our network and partnerships, we can integrate a focus on impact investing solutions, encompassing guidance on single investments, whether liquid or illiquid, as well as comprehensive portfolio advisory services. Our partner is an advisory firm specialized in impact investing and innovative financing for development established in 2017 in Zurich and with offices in Kampala, Nairobi and Milan. They design and manage finance solutions that create tangible impact for both commercial and philanthropic investors.

REAL ESTATE

For those looking to invest in real estate, our selected partner(s) offer comprehensive solutions across various facets, including business development operations, buy-and-sell transactions, and equity or debt operations. Our specialists would provide personalized guidance across all the opportunities to help you identifying the opportunities that best align with the desired risk/return profile, geography exposure and type of investment. Main focus on assets located across Switzerland, Italy, UK and Spain.

PRIVATE MARKETS

Through the platform, our teams and clients, can access a number of selected investment opportunities, benefitting from the possibility to access these funds, overcoming the most common issues in investing into premium venture capital funds (access restricted and high minimum investments). For those interested in acquiring stakes into niche, our trusted partners would then offer strategic insights and thorough due diligence, ensuring informed investment decisions that align with your financial goals. Based on the client’s needs, we can support him in coordinating single individual transactions or structure club-deal operations. Our main focus in today on Italian small and mid-cap companies; but we can count on a network that might give us access to a global view and opportunities.

TAX & LEGAL

Through a partnership with national and international providers, our clients can access tailored multi-jurisdictional solutions for succession planning, real estate transactions, M&A and governance related consultancy services. Our partners are legal and tax advisory specialists, composed by experienced lawyers and tax advisors in the field of extraordinary transactions, real estate operations, acquisitions, succession planning and financial restructuring & turnarounds.

INSURANCE SOLUTIONS

For clients seeking comprehensive insurance solutions, our dedicated and trusted partners provide access to a full spectrum of insurance and protection services. the approach ensures that every aspect of the insurance value chain is covered, offering you peace of mind and security across various facets of your personal and professional life.