Private Client & Family Office

Creating a vision for private wealth
Piggy Banks

In an ever changing world there are increased opportunities for wealth creators. With those opportunities come increased challenges and complexities for managing personal wealth.

Our clients include family offices, business owners, entrepreneurs, c-suite executives, asset managers and next generation heirs. We understand the complexities of managing private wealth and administer a wide range of solutions which provide effective ways of owning and administering your wealth throughout the cycle of wealth generation, consolidation and succession.

We will create a team to provide you with a professional solution creating efficiencies for you to focus on your business, family and other priorities. We will work with your existing advisors or can connect you with one if required, to ensure that all aspects of your family circumstances are considered including; tax, legal, asset management, investment management and insurance brokerage.

OUR PRIVATE WEALTH SOLUTION:

Governance

  • Provision of professional directors and trustees
  • Private trust company services
  • Provision of qualified foundation council members
  • Provision of company secretarial services

Succession

  • Wealth transition / next generation planning
  • Protecting, mentoring and educating the next generation
  • Creating a legacy Charitable trusts and foundations for philanthropic purposes

Creating a Team

Managing & providing access to:

  • Legal and tax advisors
  • Banks
  • Specialist asset class advisors
  • Property brokers
  • Insurance brokers

Reporting

  • Accounting services
  • Tax compliance
  • Regulatory and statutory compliance
  • CRS and FATCA reporting
  • GDPR compliance
  • Economic substance compliance
  • Investment monitoring reporting
  • Asset level consolidated reporting

Fund Solutions

  • Administration of Jersey private funds and carry vehicles
  • Private co-investment vehicles
  • Investor reporting Fund custody services

Financial Solutions

  • Risk and performance reporting
  • Treasury and cash management services
  • Custody services (listed and non-listed )
  • Foreign exchange

Business Services

  • Office space / registered office services
  • Provision of employees
  • Managing pension, payroll and HR services
  • PA/concierge services

ESG

  • ESG ratings for non-listed investments
  • ESG reporting and analytics
  • ESG advisory SG
Bar Charts

Fund Solutions

Financial solutions image

Financial Solutions

Corporate Services

Corporate Solutions

KEY SERVICES