Managing family wealth means making decisions that impact today’s lifestyle while shaping tomorrow’s legacy. These are decisions with emotional weight and long-term impact — and they deserve more than generic financial products. They require perspective, judgment, and strategic insight.
At Minvestgrup, we view wealth management as a long-term partnership. We help high-net-worth individuals and families structure, preserve and grow their wealth with strategic precision, financial discipline and a deep understanding of personal goals and dynamics.
Our approach: analytical, independent, and made for real families
We don’t offer cookie-cutter solutions. Our strategies are built from the ground up — informed by in-depth diagnostics, market intelligence, and real-world experience.
A key differentiator: we are completely independent. We’re not tied to any specific bank, fund platform or provider. That gives us the freedom to recommend the solutions that truly align with your best interest. If you prefer to maintain your relationship with your current private bank or financial institution, we’ll gladly integrate that into the plan.
The same goes for investment products and vehicles: we don’t work with pre-approved catalogs or pre-packaged funds. We operate with a full open-architecture model, selecting only what fits your specific needs, priorities and risk profile.
We also integrate AI-powered tools into our process — not as a gimmick, but as a core layer of our portfolio diagnostics, risk simulations and scenario modeling. Artificial Intelligence has been part of our decision-making framework for years, helping us anticipate volatility and optimize performance, always under human supervision.
Our advisory services include:
Design and oversight of globally diversified portfolios, tailored for efficiency, liquidity and fiscal optimization.
Direct access to fixed income and equities, with rigorous screening and bottom-up analysis.
Thematic and custom strategies, aligned with long-term macro trends or family values.
Proactive rebalancing and real-time adjustments, based on evolving markets or personal shifts.
Comprehensive planning, including tax structures, estate strategies and generational governance.
Wealth isn’t only about money. It’s about meaning.
Wealth planning must reflect your personal story, values, and intentions. That’s why we combine hard data with soft insight — listening as much as we analyze.
Our role is to help you make informed decisions with clarity, structure and confidence. That includes helping families navigate legacy issues, philanthropic goals, financial independence, or business continuity. The more complex your situation, the more value we bring.
Built on strategy, not on hype
We’re not here to sell performance or chase returns. We’re here to build clarity and control into your financial life — with structures that evolve, protect and empower your long-term plan.
At Minvestgrup, wealth advisory doesn’t begin in the markets. It begins with your goals.