Your goals, your values, your family, your wealth, your Private Office
The LGT Vestra Private Office is a multi disciplinary team enabling clients with complex needs to outsource their family office activities. The depth and breadth of the service delivered by a single team working collaboratively is a novel approach to wealth management.
The broader perspective encompasses a family’s entire wealth, rather than just liquid portfolios and takes into account holding structures, illiquid investments and privately held businesses, whilepaying particular attention to overall long term wealth strategy and family dynamics.
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Our core service comprises 4 elements:
Addressing your needs
We support the entire range of your individual wealth needs
Private office services, projects and investment advisory
Range of services agreed on a bespoke basis
Collective knowledge and experience
15 team members with diverse backgrounds in private banking and wealth management, M&A, private equity, family office consultancy, accountancy and charity trusteeship.
Successful in-house entrepreneurs; we understand entrepreneurship
Supporting you through transition
Expert assistance at all stages of your life and career, through to future generations and your legacy
Consolidated, aligned and formalised financial planning and strategy
We work with your vision, taking into account your values, goals and family
We work for you
Partnership structure aligns time horizons and interests with clients
We sit on the client side of the table, with an advice not product driven approach
Transparent charging and accountability
No in-house products or third-party commission