GMG Family Office

GMG Family Office has worked with families and Family Offices for over two decades. During this time, we have gained insight into the specific requirements and challenges posed in a constantly evolving financial environment.

We support individuals and families with significant wealth across the globe by deploying our expertise in managing high-net-worth clients and their assets. Our clients benefit from our best practices, as well as from our international network of professionals.

GMG specializes in all elements covering wealth management and implements tailor-made solutions to address the nuances and intricacies that each unique family requires.  The families we work with aim to preserve and maintain wealth for future generations.

Together with our clients, we implement and professionalize the required approach to accomplish their goals.

We look forward to embarking on this journey with you. Let’s talk.

Family Office Values

Five guiding principles define the way we work:

01

Transparency

Integrity and honesty are core to all that we do. All layers of fees are always explicit and transparent. We do what we say we will do.

02

Conflict Free

At GMG, the client’s needs come first. We are beholden to no institution, individual or entity other than the client being served.

03

Expertise

At GMG, we demand excellence. We excel at what we do and keep ahead of the curve, constantly developing our staff and suite of offerings.

04

Innovation

We continuously invest in skills, education and technology ensuring that our solutions are cutting-edge.

05

Relevance

Our access and reputation are at your service. In order to be able to provide our clients with the reach they need, we operate globally and work with international institutions.

Get in touch with our team to discuss your wealth management needs

Our clients appreciate that we sit on their side of the table. Their requirements are our sole focus – we strive to present them with best-in-class solutions as well as to connect them with selected and trusted experts. We act as their sparring partner and share our industry know-how with the wealth owners of tomorrow.

Protecting and growing your wealth

The families we work with aim to preserve and maintain family wealth for future generations.

Together with our clients we implement and professionalize the approach needed to accomplish their goals.

Working with each individual family, we define their goals and objectives, translate them into a strategy and establish clear investment policies to preserve wealth for the long term.

Our independent and objective analytical process provides clarity and helps to mitigate potential conflicts between stakeholders.

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INVESTMENT STRATEGY
We translate your goals and objectives into a viable and modern investment strategy, taking into consideration all your bankable and non-bankable assets.

We increase access to alternative investment opportunities essential to wealth preservation.

Our experienced investment team is responsible for mitigating risk, avoiding unnecessary costs and developing and overseeing this prudent strategy for the whole family.

WEALTH PLANNING
We help families to capitalize on the benefits of scale by taking responsibility for the myriad

components of a family’s wealth.

With our expertise across jurisdictions, we can develop a robust framework, while our experience with families helps to navigate competing priorities like lifestyle decisions and tax consequences.

We help clients minimize costs and improve risk management functions.

INSTITUTIONALIZED FAMILY GOVERNANCE
A shared vision, respected values and specific goals are crucial for sustaining family wealth over generations.

These principles and objectives are best supported by a strong governance structure which anticipates family growth, potential conflicts and the need for ongoing management.

We facilitate discussion and implementation of these highly personal and deeply necessary decisions, including the development of rules, operational structures and a robust ecosystem of trusted advisors.

WEALTH TRANSFER
We take a holistic and personal approach to educating and engaging family members in wealth creation and preservation.

We provide support in smoothing transitions between generations, whether they be baby boomers, millennials or Gen Z and beyond.

The ultimate aim is to encourage a sharp and lasting focus on the future.

Get in touch with our team to discuss your wealth management needs

Alexandre Bourgeot

Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years…

Alexandre spent the last 20 years working in the private banking industry in Paris, Luxembourg and Geneva. Prior to joining GMG, he spent 9 years at HSBC in Switzerland as a Senior Investment Advisor, covering Middle Eastern clients. He specialized in derivatives at HSBC, CA-Indosuez, Julius Baer and Société Générale. Alexandre holds two Master’s degrees in Corporate Finance and Business Administration.

Kerstin Engler

Kerstin is an award-winning experienced banker with a demonstrated history of working in international Wealth Management for over 19 years. Over the…

Kerstin is an award-winning experienced banker with a demonstrated history of working in international Wealth Management for over 19 years. Over the last 6 years Kerstin worked closely with wealthy families and individuals in Sub-Saharan Africa. She advised them in structuring, diversifying and investing their assets. Kerstin supported them in governance and legacy matters as well as on philanthropy related questions.

Timm Reutter

Prior to joining GMG, Timm spent 13 Years at UBS in Zurich and built the Wealth Management coverage team for Ultra High Net Worth clients in Sub Saharan Africa…

Prior to joining GMG, Timm spent 13 Years at UBS in Zurich and built the Wealth Management coverage team for Ultra High Net Worth clients in Sub Saharan Africa together with Kerstin Engler. He advised clients on their investment needs, structuring and succession planning as well as complex transactions including structured loans and global custody arrangements.

Sébastien Flak

Sébastien has spent the last 10 years at GMG, after 3 years at Intertrust Switzerland SA where he looked after a portfolio of UHNW clients. Sebastien is the…

Sébastien has spent the last 10 years at GMG, after 3 years at Intertrust Switzerland SA where he looked after a portfolio of UHNW clients. Sebastien is the co-founder of WeCan Tokenize, a blockchain-based tokenization solutions for bankable and non-bankable assets. He plays a key role in our Asset Management department and is based in our Geneva office.

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