The Work Index by Flexa

iVesta Family Office

iVesta Family Office is a wealth management firm that provides holistic, methodological services for high-net-worth individuals and families.

https://ivesta-fo.com/
5.2

/10

Transparency ranking

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Description

iVesta Family Office is a French company offering wealth management services to high-net-worth individuals and families. They pride themselves on a holistic and methodological approach to managing assets, constantly anticipating needs and acting as a sparring partner for clients. iVesta emphasizes transparency, responsibility, and freedom of thought in its approach, positioning itself as an independent and trustworthy advisor.

iVesta's unique model includes a team of experienced professionals specializing in wealth planning, asset allocation, and administrative support. The company also boasts a community of entrepreneurial shareholders who contribute to their collective expertise and create synergies to benefit clients. iVesta is committed to social and environmental responsibility, advocating for sustainable business practices and aligning financial, social, and environmental goals.

Mission

iVesta Family Office is a community of entrepreneurs dedicated to providing a holistic and independent approach to wealth management. They act as a sparring partner, anticipating clients' needs and ensuring complete transparency and alignment of interests. iVesta aims to create lasting value for its clients by empowering them to make informed decisions, achieve their ambitions, and contribute to building a more sustainable and equitable world.

Environmental impact driven
Social impact led
Sustainability

Culture

iVesta Family Office fosters a collaborative and entrepreneurial culture, prioritizing transparency, integrity, and innovation. Their commitment to challenging conventions and pushing boundaries creates an environment where individuals are encouraged to think freely, contribute their ideas, and work together to achieve both individual and collective success. Their values center around collaboration, responsibility, and a drive to make the impossible possible, emphasizing a dynamic and intellectually stimulating work environment.

Collaborative
Entrepreneurial
People-first
Progressive
Supportive
Transparent

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