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LGT Vestra

Achieving your goals

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.

To find out more, contact privateofficeenquiries@lgtvestra.com

Our core service comprises 4 elements:

Bespoke Service Offering

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

Multi-Disciplinary Team

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

 


Advice Across the Stages of Wealth Creation

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

 

Independence

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