Preserving vision beyond generations.
Preserving legacy is not about what you own — it’s about how you structure it.
Legacy is not inherited — it is designed.
Legacy is not inherited — it is designed.
GestInvest’s Succession & Legacy Planning service helps families, entrepreneurs, and private investors protect their wealth, vision, and values across generations.
We guide clients through the complex process of succession — from ownership transitions and inheritance structures to governance, leadership, and emotional continuity.
Our approach unites legal, financial, and human dimensions into a single, cohesive strategy of permanence.
Core Services
Ownership & Equity Transition
Structuring the transfer of shares, assets, and control between generations with full governance visibility.
Inheritance & Estate Planning
Coordination of wills, trusts, foundations, and holding structures to ensure legal and fiscal efficiency.
Governance & Family
Design of family charters, decision mechanisms, and intergenerational agreements.
Next-Generation Integration
Mentoring and preparation of successors for leadership, responsibility, and stewardship.
Philanthropy & Legacy
Structuring of family impact initiatives and philanthropic vehicles that perpetuate shared values.
Discovery
Understand family dynamics, priorities, and aspirations
Structuring
Define legal and financial frameworks for continuity
Governance
Establish decision and communication protocols
Implementation
Coordinate legal, tax, and operational execution
Continuity
Mentor and monitor the next generation
Our Commitment
GestInvest ensures that legacy planning is not reactive, but intentional and preventive.
We balance emotional sensitivity with technical precision — providing a discreet, structured path from one generation to the next.
Our advisors work in confidence with families, trustees, and legal partners across Europe to secure long-term continuity, cohesion, and peace of mind.
Where capital meets structure.
Arrange a confidential discussion with our advisory team.