Private Clients
Private Wealth
& Family
Family capital requires perspective beyond traditional wealth management.
GestInvest works with entrepreneurs, families and family-owned businesses on capital, ownership, liquidity, succession and private investment access.
Positioning
Capital. Ownership.
Continuity.
GestInvest becomes involved when family wealth is connected to businesses, shareholdings, liquidity, succession and private investment. The focus is on strategic patrimonial decisions — not fund selection, portfolios or banking products.
What We Do
Six areas of
family capital.
Family Capital Strategy
Structuring the overall view of family capital — business interests, liquidity, investment capital, ownership and strategic allocation.
Ownership & Succession
Planning the transition of ownership and control — generational transition, shareholder restructuring and liquidity alternatives.
Liquidity & Wealth Events
Framing the decision before and after a significant liquidity event — business sale, dividend recapitalisation, shareholder exit or inheritance.
Family Governance
Decision structures and family alignment — governance principles, decision frameworks and next-generation participation.
Private Investment Access
Access to selected private opportunities — private companies, club deals, co-investments, real estate and hospitality.
Family Office Coordination
Strategic coordination between existing advisors and structures — banks, lawyers, tax advisors, asset managers and trustees.
When We Become Involved
Moments when business and family capital intersect.
Who We Work With
Direct relationships with those
who make significant decisions.
Families
Shareholders
Generation
Offices
Companies
Investors
Family Capital Framework
One integrated system.
Family wealth, seen as a single integrated system rather than separate, disconnected decisions.
Operating Businesses
Family companies and shareholdings.
Liquidity
Cash, proceeds and available capital.
Private Investments
Private equity, real estate and private deals.
Legacy & Succession
Ownership, governance and continuity.
Liquidity Events
Before and
after liquidity.
- Business sale
- Shareholder transaction
- Capital distribution
- Inheritance
- Asset sale
Family Office Solutions
Structure, or coordinate
what already exists.
GestInvest can support families who already have a family office structure, are creating one, or need to coordinate advisors, capital and ownership.
Explore Family Office →Private Investment Access
Access beyond
public markets.
Process
From review
to execution.
Family Capital Review
Mapping ownership, businesses, liquidity, investments and objectives.
Priorities & Structure
Defining capital, succession and governance priorities.
Strategic Coordination
Aligning advisors, family members and structures.
Execution & Access
Implementing decisions and opportunities.
Discretion
Private by nature.
- Confidentiality
- Family privacy
- Limited information sharing
- Direct senior engagement
- Long-term relationships
Related Capabilities
Family capital often works
alongside other decisions.
Start a Conversation
Managing family capital across generations?
We work with entrepreneurs and families where ownership, liquidity, investment and succession intersect.
Discuss a Family Capital Situation →