The core activity of Gepolis SA is wealth management (Gestion de Fortune) and Family Office, including the development of individual investment strategies and wealth planning for private clients, taking into account their specific needs and financial goals.
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Industry:External Asset Management
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Wealth structuring for tax optimisation, international wealth planning and engineering, assessment of tax impact, structures adapted to each jurisdiction.
Family Office
Independent management and administration of private and professional affairs, including real estate, art, staff, vehicles, private aviation, business creation and administration.
Risk / Return Profile Analysis
Assessment of overall wealth situation, risk/return profile, existing portfolio and suitable mandate type before management begins.
Transmission & Family Governance
Family charter and governance, succession planning, asset protection structures, and support for heirs in wealth transfer across generations.
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