Square Invest - Family Office

Overview

Square Invest presents itself as an independent Belgian multi-family office focused on personalized wealth advice. The firm reports more than 20 years of wealth-management expertise, with every team member bringing at least 20 years of experience. It says it works with more than 400 clients in Belgium and other European countries and manages and administers more than €300 million.¹

History

The firm says it was founded by specialists in wealth development and former private bankers. The Belgian Financial Services and Markets Authority records the legal name “SQUARE INVEST” as valid from 5 August 2014 and lists the entity as a Belgian insurance broker authorized for life and non-life insurance activities.²

Leadership

Maxime Visart de Bocarmé is Founder and Managing Partner. Senior Wealth Managers and sub-agents include Laurent Ollinger, Indrojit Sen, Richard Attali, Yves Gutierrez and Jean-Paul Poncelet. Martin Vanden Eynde is a lawyer specializing in wealth and succession law, and Michèle Moreels is Commercial Assistant.³

Services

Square Invest lists private wealth management, wealth planning, succession planning, tax saving, private credit and philanthropy among its services.⁴

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Philanthropy

Client focus

The firm works with families and legal entities in Belgium and other European countries. Its stated role is to serve as a long-term primary adviser for clients’ financial and wealth concerns across generations.¹

Approach

Square Invest describes a process that begins with a family and wealth audit, followed by recommendations, implementation, and continuing wealth monitoring and support. The firm says its advice is independent, tailored to each client’s needs, and designed around the long-term development, management and transfer of wealth.⁵

The firm also describes a transgenerational approach and says responsible investing can connect portfolio growth with clients’ social, ethical and environmental values.¹

Assets and minimums

Square Invest reports managing and administering more than €300 million.⁶

FAQs

Related resources

• LocationMultifamily offices in Belgium

  This Belgium-focused directory helps families and business owners compare the local multi-family office market. It provides context for assessing where an independent adviser such as Square Invest may fit when seeking financial, tax, estate planning, or philanthropy support for family wealth and legal entities.

• GuideMultifamily office services

  This overview explains the main services multi-family offices can provide, including financial planning, tax planning, estate planning, and philanthropy. A reader can use it to identify which areas matter most for a Belgian family or company owner before discussing needs with Square Invest.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and community perspectives for wealthy families and single-family offices. Its material can help a prospective client understand governance, succession, philanthropy, and family decision-making topics that may arise when considering advice from a Belgian multi-family office.

• GuideMultifamily office fees

  Fee information helps readers prepare practical questions about how multi-family office advice may be priced. Families and business owners can compare possible cost structures with the scope of financial, tax, estate planning, and philanthropy services they may request from an independent Belgian provider.

• Similar firmsPROGENTIS NV
  Phoenix Capital
  Praxis Private Office

  Profiles of PROGENTIS NV, Phoenix Capital, and Praxis Private Office provide additional reference points within this site's coverage. Comparing their stated locations, client focus, and services with Square Invest's Belgian, family and legal entity context can help readers frame questions for an initial conversation.

Sources

1. https://square-invest.be/qui-sommes-nous/
2. https://www.fsma.be/fr/party/square-invest
3. https://square-invest.be/notre-equipe/
4. https://square-invest.be/services/
5. https://square-invest.be/notre-approche/
6. https://square-invest.be/

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.