Private Clients

Family Office Advisory

One perspective across family, ownership and capital.

GestInvest supports entrepreneurial families in structuring and coordinating family capital, ownership, governance, investments and external advisors.

Discuss a Family Office Requirement→

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

Full coordination while keeping the structure lean.

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.

—A founder has completed a significant liquidity event

—Family assets are spread across several banks and advisors

—The family owns multiple operating businesses

—Investment decisions have become fragmented

—The next generation is entering the ownership structure

—Several jurisdictions are involved

—The family wants independent oversight of existing providers

—Wealth has become too complex to manage informally

Who We Work With

Direct relationships with decision-makers.

Entrepreneur
Business Families
Family Shareholders
UHNW Families
Family Holding Companies
Existing Single Family Offices
Next Generation Members

Family Investment Committee

Structure for families
still building one.

For families yet to professionalise their family office, GestInvest can support the investment committee function directly.

Preparation Investment Agenda Opportunity Review Decision Framework External Manager Review Follow-Up

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.

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.