iVESTA Family Office

ivesta-fo.com

iVesta provides holistic wealth management across patrimonal planning, asset allocation (both listed and unlisted assets), and administrative coordination for high-net-worth families. They serve as a comprehensive 'family comex' managing all aspects of private wealth while maintaining alignment with clients' personal convictions and long-term ambitions.

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Stages

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Focus Areas

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Investment Thesis

iVesta operates as an independent family office that centralizes investment decision-making while maintaining complete freedom from distributor pressures. They believe sustainable economic performance requires a world that prioritizes human dignity and environmental preservation, and use finance as a lever to drive this transformation. Their approach is characterized by acting as a ‘sparring partner’ to clients, challenging their assumptions and helping them converge financial, social, and environmental objectives.

What Sets Them Apart

Completely independent family office model with no distributor dependencies
Alignment-based compensation model emphasizing peer-to-peer relationships and transparency
Dual focus on financial returns and measurable positive impact (B Corp certified)
Community-driven approach leveraging 'tribe' of successful entrepreneurs (founders, executives) for knowledge sharing and synergies
Holistic approach coordinating legal, fiscal, and civil aspects across France and Europe
Acting as 'sparring partner' rather than traditional advisor - actively challenging client assumptions