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iVESTA Family Office

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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Website

ivesta-fo.com/

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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.

Investment Team

11 Partners at iVESTA Family Office

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