Private Clients
Family Office
One perspective across family, ownership and capital.
GestInvest supports entrepreneurial families in structuring and coordinating family capital, ownership, governance, investments and external advisors.
Positioning
Complex wealth
requires coordination.
A family can simultaneously hold businesses, shareholdings, real estate, liquidity, financial investments and private equity — across several banks, lawyers, tax advisors and asset managers, and several family members. The problem stops being investment alone. It becomes coordination, consolidated view and decision-making. That is where GestInvest comes in.
What We Do
Six areas of
coordination.
Family Office Structuring
For families creating or formalising a family office — model, governance, functions, processes and reporting.
Family Capital Coordination
An integrated view across operating businesses, financial assets, real estate, private investments and liquidity.
Advisor Coordination
Independent coordination across private banks, asset managers, lawyers, tax advisors and trustees — one coherent strategy.
Investment Governance
Structure for investment decisions — policy, decision criteria, risk framework, approval process and reporting.
Ownership & Governance
The link between wealth and the family business — ownership structures, shareholder governance and succession.
Consolidated Strategic Reporting
A consolidated view of assets, liabilities, ownership, liquidity and major commitments, drawn from existing providers.
Family Office Models
Three levels of complexity.
Virtual Family Office
Coordination without building a dedicated organisation.
Single Family Office Support
Complementary advisory for families with an existing internal structure.
Family Office Build
For families setting out to create their own structure.
When a Family Office Becomes Relevant
Signs that coordination is overdue.
Who We Work With
Direct relationships with those
who make significant decisions.
Families
Shareholders
Families
Companies
Family Offices
Members
Family Office Architecture
GestInvest — Strategic Coordination
One coordinating perspective across the six areas that make up family wealth.
Independence
Independent from
product providers.
GestInvest positions itself independently of banks, products, funds, platforms and asset managers. Advice begins with the family, not the product.
Compensation and any potential conflicts reflect the specific engagement model adopted and are disclosed accordingly.
Family Investment Committee
Structure for families
without one yet.
For families without a professionalised family office, GestInvest can support the investment committee function directly.
Private Markets Access
Beyond traditional
portfolios.
Liquidity Events
Often the starting point.
- Sale of a company
- Dividend
- Shareholder exit
- Inheritance
- Real estate disposal
Process
From mapping
to ongoing oversight.
Family & Capital Mapping
Understanding assets, ownership, structures, advisors and objectives.
Governance & Priorities
Defining responsibilities and priorities.
Architecture
Building the family office model and advisor ecosystem.
Coordination
Integrating information and decisions.
Ongoing Oversight
Strategic follow-through over time.
Ongoing Relationship
A continued relationship,
not a single project.
Family office work is built as a long-term relationship rather than a one-off engagement — annual advisory mandates, quarterly strategic reviews, investment committee support, family governance meetings and consolidated oversight over time.
Discretion & Confidentiality
Built around privacy.
- Confidential information
- Controlled access
- Senior involvement
- Secure documentation
- Family-level confidentiality
Related Capabilities
Family office work often
connects to other decisions.
Start a Conversation
Considering a family office structure?
Whether building a family office, coordinating existing advisors or strengthening governance, the starting point is a consolidated view of family capital.
Discuss a Family Office Requirement →