Family Office Advisory Services

Bespoke Family Office Solutions

Nevastar Finance’s Family Office Advisory services offer a comprehensive approach to managing complex wealth. From asset allocation strategies and investment governance to succession planning and philanthropy, Nevastar provides bespoke solutions tailored to the unique needs of families and institutions. Our expertise ensures optimal wealth structuring, legacy planning, and dynamic portfolio management, always grounded in confidentiality and long-term partnership.

Nevastar Finance provides a robust framework for managing investments within family offices. Our service is designed to offer strategic leadership, oversight, and governance, ensuring that wealth is managed effectively and transparently. Key components include:

Investment Policy Statement (IPS):

  • Definition of clear objectives, risk tolerance, and time horizons.
  • Regular IPS review to align with evolving needs.


Asset Allocation Strategy:

  • Strategic Asset Allocation (SAA): Long-term portfolio structure tailored to risk/return objectives.
  • Tactical Asset Allocation (TAA): Short-term adjustments based on market trends and macroeconomic data.


Manager Selection and Due Diligence:

  • Rigorous selection of third-party managers.
  • Ongoing monitoring to ensure alignment with goals and performance expectations.


Performance Tracking and Reporting:

  • Regular updates on portfolio performance.
  • Benchmark comparisons and attribution analysis.


Risk Management and Governance:

  • Comprehensive risk analysis and mitigation strategies.
  • Dynamic rebalancing policies to adapt to changing market conditions.

Nevastar’s Wealth Planning and Structuring services provide bespoke solutions to preserve and grow family wealth across generations. We emphasise flexibility, tax efficiency, and legal security through comprehensive planning. Key aspects include:

Asset Protection:

  • Strategies to safeguard wealth from market risks, legal claims, and geopolitical uncertainties.


Succession and Legacy Planning:

  • Multi-generational wealth transfer strategies.
  • Structuring trusts, wills, and other estate planning vehicles.


Tax Optimization:

  • Cross-border tax planning to minimize liabilities.
  • Utilization of compliant structures for efficient wealth management.


Liquidity and Cash Flow Planning:

  • Ensuring sufficient liquidity for family needs and business opportunities.
  • Customised plans for short-, medium-, and long-term requirements.


Philanthropy and Impact Investing:

  • Structuring charitable foundations and initiatives.
  • Aligning investments with family values and social impact goals.


Dedicated Investment Vehicles:

  • Creation of specialised investment entities such as UCITS or AIFs.
  • Structuring solutions tailored to family-specific goals and regulatory requirements.

Public caution : Attempts of scam

Nevastar Finance Ltd is alerting the public about attempts in France to fraudulently use its name and targeting businesses and individuals under varied pretexts (investment advice, sale of investment products …).Nevastar Finance has found that its name and logo are used for phone calls, fraudulent websites and emails supposedly send from Nevastar Finance.

Nevastar Finance requests that you be vigilant.

No follow-ups should be made to these calls or e-mails, which fall under identity theft to trap individuals and businesses (phishing or phishing attempts). It is important not to respond to these requests.

Finally, Nevastar Finance reminds you that public authorities have set up a website and phone numbers to report scams and illegal content on the internet.