Wealth Management Advisory
Consolidation. Clarity. Control.
Preserving legacy is not about what you own — it’s about how you structure it.
Overview
We Work with you to Make your Vision a Reality
In an era of complexity and dispersion, the greatest challenge for private investors is visibility.
GestInvest’s Wealth Management Advisory service provides high-net-worth individuals and families with a unified view of their global assets — integrating financial, real estate, and alternative holdings under a single, strategic framework.
Our mission is to transform fragmented portfolios into structured wealth — measurable, comparable, and aligned with the family’s long-term objectives.
Explore our expertise
What We Do
We deliver independent and data-driven advisory across the entire spectrum of wealth management, combining financial precision with strategic insight.
Asset Consolidation & Reporting
Independent advisory on asset allocation, performance tracking, and consolidation across portfolios and geographies.
Family Office Advisory
Structuring, setup, and oversight of family office vehicles — single or multi-family — ensuring governance, transparency, and efficiency.
Succession & Legacy Planning
Intergenerational planning to safeguard continuity, ownership, and purpose across family generations.
GROWING WITH OUR CLIENTS
Our Philosophy
We see wealth management as a discipline of structure, not speculation.
Our role is not to predict markets but to organise clarity, ensuring that every asset serves a clear financial and strategic purpose.
The result: governance, control, and peace of mind.
01. Independent
Independent advisory with no conflict of interest or product bias.
02. Integrated
Integrated reporting across jurisdictions and asset classes.
03. Expertise
Expertise in complex multi-family and cross-border wealth structures.
04. Strategic
Strategic alignment between financial performance and legacy objectives.
05. Confidentiality
Confidentiality and data security at institutional level.
Reporting & Intelligence
GestInvest’s proprietary reporting framework offers both macro and granular visibility into each client’s portfolio
All reports are delivered through secure, encrypted platforms — accessible to families, trustees, and advisors anywhere in the world.
Consolidated Wealth
Full view of financial, real estate & alternative assets
Performance Report
ROI, IRR, and benchmark comparison
Liquidity & Risk
Exposure, diversification, liquidity ratio
Annual Review
Global summary, trends, and strategic adjustments
Where capital meets structure.
Arrange a confidential discussion with our advisory team.
