Founded in 2021 and based in Zug, Switzerland, iVESTA Family Office operates as a regulated wealth manager, providing holistic and bespoke services to high-net-worth families. The firm's mission is to safeguard and grow family assets across generations through a comprehensive suite of services including wealth and asset management, real estate advisory, private equity investments, family governance, and philanthropic guidance. As an independent entity, iVESTA emphasizes long-term partnerships built on trust, transparency, and tailored strategies that align with each family's unique values and financial goals.

Founded in

France