Family Office Advisory
Preserving legacy is not about what you own — it is about how you structure it.
Structure. Continuity.
Purpose.
A family's greatest asset is not its capital — it is its coherence. GestInvest's Family Office Advisory service helps families transform complexity into clarity by creating, structuring, and supervising dedicated family office platforms.
We provide independent expertise to families seeking to professionalise their wealth governance, consolidate control, and ensure long-term continuity. Our approach blends institutional discipline with family values — turning legacy into a managed, measurable ecosystem.
Single vs Multi-Family Office
Single-Family Office
A dedicated structure serving one family — typically justified above €30–50M in assets requiring consolidated governance, dedicated staff and full operational capability. GestInvest designs, implements and advises on SFO creation and governance.
Multi-Family Office Arrangement
A shared governance and advisory structure serving multiple families — cost-efficient, flexible and appropriate for €5–30M asset ranges requiring institutional discipline without full SFO overhead.
What a Family Office Must Do Well
Investment Governance
Investment Policy Statement, asset allocation oversight, manager selection, performance review and risk monitoring.
Legal & Tax Coordination
Cross-border tax advice, trust and foundation structures, holding company governance and regulatory compliance.
Succession & Estate Planning
Wills, trusts, family charters, shareholder agreements and intergenerational transfer mechanisms.
Reporting & Administration
Consolidated financial reporting, cash management, accounting, audit coordination and institutional-grade recordkeeping.
Independent Coordination Across Advisors
Families frequently engage several banks, lawyers, accountants, investment firms, and external advisors. Without coordination, this leads to fragmented decisions, duplicated efforts, and conflicting strategies.
Succession Planning
The most frequently deferred and most consequential decision in family wealth. GestInvest helps families design succession frameworks that address ownership transition, business continuity, governance handover and family dynamics — before they become crises.
Our Services
Creation & Structuring
Defining legal, financial, and operational frameworks for single or multi-family offices.
Governance & Decision Rights
Establishing decision rights, board structures, family constitutions and conflict resolution frameworks.
Operational Oversight
Setting up management processes, performance monitoring, accountability systems and reporting.
Service Provider Integration
Coordinating and supervising external advisors — banks, lawyers, accountants and investment managers.