Mandate & appetite
- Preferred strategies
- CorePrivate EquityReal EstateOpportunistic
- Target geographies
- Global
- Typical ticket
- $500m–$1.5bn
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Forvest Trust Family Office is a Geneva, Switzerland-based multi-family office, with additional offices in Toronto, ON, Canada; and in Barbados. Forvest Trust serves a variety of high-net-worth clients and provides them with a comprehensive suite of investment management and family office services. The firm invests in both public and private equity across a range of sectors, regions, and asset classes. Forvest Trust's goal is capital preservation and growth for its clients through a diversified mandate, high-touch portfolio construction, and excellence in client service. Today, Forvest Trust Family Office works with clients to identify investment goals and objectives, develop and implement portfolios, and provide continuous investment monitoring and reporting. Forvest utilizes alternative investments like commodities, real estate, and currency exchanges that will deliver outsized returns to the general market. The firm utilizes high-touch, in-house research and due diligence, with principals skilled in manager selection and asset allocation. Forvest Trust is able to take a long-term approach to its investments, and can source managers on a global scale. A typical allocation is between $500K and $1.5M.
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