Ivesta, a multi-family office that now manages more than €6 billion in assets, has announced the opening of an office in New York and a €16 million fundraising round. This transatlantic expansion responds to growing demand from French entrepreneurs based in the United States, while strengthening the structuring of their Franco-American wealth.
A Targeted Expansion Strategy
Since its inception, Ivesta has prioritized serving entrepreneurs over heirs, offering them an integrated approach to wealth and strategic advisory services. The opening of an office in Manhattan is a natural extension of this vision: providing tailored support for executives and investors whose interests span both sides of the Atlantic.
Co-founder Rémi Douchet will personally lead the U.S. expansion from New York, where he has relocated to oversee the ramp-up of this new office. Yasmina Odjo joins the venture as a Senior Partner. With twenty years of experience at HSBC Private Bank in New York, where she headed the department dedicated to Ultra High Net Worth Individuals, she will play a key role in developing the U.S. business.
Her mission: to structure transatlantic wealth, facilitate access to North American investment opportunities, and build bridges between the European and American wealth management ecosystems.
Strong growth momentum
To support this expansion, Ivesta has raised €16 million, rallying a large portion of its clients and employees behind its growth plan.
The firm now has around 100 clients, about 60 of whom are equity partners—a participatory model rare in the family office sector, which strengthens the alignment between the group’s interests and those of its clients.
Ambitious goals for 2030
The U.S. office is poised to become a strategic pillar of Ivesta’s development. By 2030, it could account for up to 30% of the group’s revenue.
The growth plan calls for building a team of about 15 people within two years, with several hires already underway in New York.
A distinctive positioning
Ivesta intends to stand out in a segment that remains largely untapped: transatlantic wealth management. Few players currently offer a comprehensive solution capable of addressing the tax, legal, and wealth management challenges between France and the United States.
By combining local expertise, a strong entrepreneurial culture, and a long-term approach, Ivesta aims to become the go-to firm for French entrepreneurs based in the United States.
Challenges and Prospects
This international expansion marks a pivotal step: adapting our services to regulatory and cultural differences, recruiting top-tier local talent, and building credibility in a highly competitive market.
But Ivesta is banking on its values of independence, proximity, and shared governance to consolidate its position and transform its New York office into a major growth driver for years to come.
