Wealth & Family Solutions

From preservation to purpose

Preserving legacy is not about what you own — it’s about how you structure it.

Your family is born into you
Overview

We Work with you to Make your Vision a Reality

Wealth, when managed strategically, transcends numbers — it becomes continuity, influence, and legacy.
At GestInvest, our Wealth & Family Solutions division advises private investors, families, and business owners on how to preserve, structure, and grow their wealth across generations and jurisdictions.

We operate at the intersection of finance, governance, and legacy, combining discretion with precision.
Our role is not merely to manage assets — but to ensure they serve vision, purpose, and long-term security.

Explore our expertise

Core Services

We provide the best services, ensuring your outstanding growth

Wealth Management Advisory

Independent advisory on asset allocation, performance tracking, and consolidation across portfolios and geographies.

Family Office Advisory

Structuring, setup, and oversight of family office vehicles — single or multi-family — ensuring governance, transparency, and efficiency.

Succession & Legacy Planning

Intergenerational planning to safeguard continuity, ownership, and purpose across family generations.

Cross-Border Structuring

Legal and financial structures optimised for multi-jurisdictional families and global investors.

Private Club Access

Invitation-only access to GestInvest’s co-investment club, strategic partnerships, and family office network.

Our Philosophy

Precision in Tax Research, Prosperity in Finance.

True wealth is silent power — guided by clarity, protected by structure, and sustained by purpose.
GestInvest acts as a trusted partner for families and private investors who seek institutional-level management without losing personal control.
Every solution is bespoke, confidential, and aligned with the family’s long-term strategy — not market noise.

Our approach integrates:

Strategic asset consolidation and performance analysis
Family governance and succession planning
Cross-border and multi-asset structuring
Access to private investment opportunities through GestInvest’s network
Governance & Independence

GestInvest operates independently — free from conflicts of interest and product-driven bias.
All mandates are managed under strict confidentiality and transparency principles, with consolidated reporting and performance analytics tailored to each family’s needs.

Through our network of advisors, lawyers, and partners across Europe, we ensure clients benefit from unified oversight, cross-border integration, and intergenerational continuity.

Legacy is built through structure, not inheritance.
GestInvest helps families convert prosperity into permanence through disciplined governance, cross-border insight, and human understanding.

Where capital meets structure.

Arrange a confidential discussion with our advisory team.