Aligning Generational Goals.
Managing the Day-to-Day.
Enjoy the benefits of a family office without the cost and effort of maintaining one.
The Paradox.
The Solution.
Support beyond finances. GestInvest Family Office provides a comprehensive suite of services that frees families to focus on what matters most. Our coordinated team of specialists is dedicated to preserving, growing, and protecting prosperity. We also serve as the family’s allies and advocates. Whether it’s creating an advanced giving strategy, preparing the next generation to be responsible stewards, optimizing the sale of a business, keeping family meetings productive, or simply saving them time, GestInvest Partners’ professionals listen attentively and offer sophisticated solutions.
GestInvest Partners Family Office can deliver the tools, infrastructure, and specialized knowledge that help the family manage life events and realize critical opportunities.
The Family Office Experience: A Customized Approach
Families receive the full breadth and depth of GestInvest through a highly personalized service from a dedicated team. The family office is customized in various ways, including a family charitable fund, a family LLC investment vehicle, and a family office email address that reaches the entire team and can be used to facilitate communication with other professionals.
The Four Pillars of GestInvest Family Office
Keeping the family’s financial house in order begins with bringing everything under one roof.
Advanced holistic planning
A truly holistic wealth plan addresses every aspect of your family’s financial well-being and long-term vision. Our services include:
- Legacy Planning
- Income Tax Strategies
- Advanced Estate Planning
- Trust and Fiduciary Oversight
- Asset Protection and Risk Management
- Life and Business Event Planning
- Philanthropy
- Family Governance and Next-Generation Education
- Transparent, Customized Reporting
By tailoring every detail to your family’s unique circumstances, we help safeguard your future and preserve your legacy for generations to come.
Trusted Guidance and Peace of Mind
Our dedicated team of seasoned professionals provides tailored advice and proactive communication to address your family’s unique needs. With 24/7 access to trusted advisors, we simplify complex financial and lifestyle matters, offering a seamless experience for your family.
Our approach includes:
- Safeguarding wealth, privacy, and legacy
- Anticipating challenges and providing solutions
- Continuously adapting to your evolving goals
With us as your partner, you gain the confidence of knowing that every detail is handled with precision, so your family can focus on what matters most.
Access to Sophisticated Investments
We design and manage diversified, goal-centered portfolios tailored to your family’s objectives. With access to a broad range of assets and strategies, including exclusive opportunities, we help maximize potential returns.
Our size and scale enable us to:
- Secure lower fees
- Gain exclusive access to unique opportunities
- Negotiate seed economics in select cases
Through careful monitoring, performance benchmarking, and transparent reporting, we deliver market insights and investment solutions that go beyond traditional options—providing the tools your family needs to grow and sustain wealth.
Concierge Lifestyle Services
Our Family Office is designed to free your family’s time and resources by managing essential life events. Services include:
- Bill Pay: Collecting, paying, and tracking invoices.
- Real Estate: Acting as your proxy and managing logistics to ensure privacy.
- Household Employees: Managing payroll and employee administration.
- Art Advisory: Providing guidance on art collections.
- Security: Protecting your family, home, and digital presence.
- Private Planes, Boats, and Cars: Overseeing maintenance for your assets.
By simplifying these complexities, we give your family the freedom to focus on your values, passions, and legacy.
Getting Started
When we begin a relationship with a new family, we take these key steps:
Getting to Know the Family
The process starts with a deep dive into your family’s financial landscape and personal dynamics. We evaluate trusts, LLCs, and financial relationships, while also taking the time to understand your family’s priorities, goals, and responsibilities. This holistic approach enables us to craft a personalized client report—a tool that guides decision-making and shapes the strategies to protect and grow your family’s legacy
Creating an Action Plan
With the customized client report as our guide, we work with your family to refine priorities, confirm details, and identify opportunities for growth and protection. Together, we design a tailored action plan that aligns with your goals and vision. With a clear strategy in place, we begin implementing solutions and take on the day-to-day responsibilities that simplify your family’s financial life.
Your Family Office in Action
The family office is now fully operational, with our team handling the execution of the action plan while proactively managing your family’s financial responsibilities and day-to-day needs. As life changes, we continuously reassess and refine the plan, ensuring that it remains aligned with your family’s goals. Our focus is on providing unwavering support and simplifying complexities, so your family can focus on pursuing your passions, and building a lasting legacy.
Frequently Asked Questions
What is the role of a family office, and how can it benefit my family?
How does GestInvest Family Office tailor its services to meet the unique needs of each family?
What should I look for in a family office to ensure my wealth is managed effectively?
What types of financial and lifestyle challenges can a family office help address?
How do you work with other advisors, such as attorneys and accountants?
What strategies do you use to help families align their financial goals with their values?
How do you help the next generation prepare for the responsibilities of wealth?
Let’s Collaborate with Us!
Whatever you want to do, do it without limits with GestInvest.
To find out more about investing with us and the long-term perspective we bring please get in touch with our team.
