Ivesta Family Office

Etienne Mallengier is a Family Partner at iVESTA Family Office, where he advises ultra-high-net-worth individuals and families. His expertise spans listed and non-listed investments including private equity, venture capital, and real estate, as well as lending products such as Lombard loans and structured loans for holding companies. He also works in tax law and family governance matters.

Sami Bouzid is a Family Partner at iVESTA Family Office, where he addresses and manages various aspects of private wealth management using a holistic and methodological approach. He supervises client assets and serves as a strategic advisor for wealth organization across different life stages.

Yoan Levy is a Family Partner at iVesta Family Office, a family office serving entrepreneurs. He brings more than 10 years of experience advising entrepreneurs on mergers and acquisitions and wealth management.

Alex Nguyen is a family officer junior at Letus Private Office who advises entrepreneurs, executives, and ultra-high-net-worth individuals on the management, allocation, and structuring of private and professional assets. His work spans private markets investment (private equity, venture capital, and real estate due diligence), financial modeling, and wealth structuring services including tax optimization, succession planning, and cross-border structuring. He coordinates between financial analysis on private markets and wealth engineering services, managing consolidated reporting and coordinating with external advisors including legal, accounting, and banking professionals.

Camille Guay is a Family Executive Assistant at iVESTA Family Office. She completed the final year of her Master's degree at INSEEC Grande École in Marketing in the New Era through an apprenticeship at Webhelp, where she developed marketing expertise and professional competencies.

Elisabeth de Vaumas is an independent office manager and proprietor of Office Maestro. With over 10 years of experience in executive assistance, she offers organizational and administrative support services to help clients manage office operations and remote work arrangements.

Florence Le Gall is a Family Officer and Team Leader at iVESTA Family Office with over 10 years of experience in private wealth management. She coordinates with multiple financial and legal specialists to provide clients with tailored investment advice and wealth management solutions aligned with their objectives. Her practice focuses on serving business owners and high-net-worth individuals navigating complex financial and tax environments.

Khadija Chetteoui is a Data Analyst at iVESTA Family Office. She completed research work in business intelligence and AI development, and has undertaken freelance web development projects and a mission at a software publisher as a business analyst, where she gained functional expertise in wealth management and finance along with testing methodologies. She holds ISTQB Foundation certification and combines technical skills in web development and AI with business analysis and testing competencies.

Lucas Mazet holds a Master's degree in Entrepreneurship and Growth Strategies from Toulouse Business School and has accumulated over two years of experience through internships at startups and large organizations across hospitality, real estate, and B2B SaaS sectors. He is a certified Professional Scrum Product Owner and currently serves as Product Owner at iVESTA Family Office, a wealth management consulting firm, where he leads digital projects.