Private Clients and Family Office

Managing the complexities of private wealth requires great oversight and the ability to administer a wide range of solutions in a rapidly changing global community. We deliver high-quality, tailored private clients and family office services that meet your personal wealth management needs regardless of what stage you are in wealth creation. We provide effective ways of managing your capital throughout the cycle of wealth generation, consolidation and succession.

We understand there are sensitivities and differences in each family, family office or business and appreciate that every family is unique. Our clients include family offices, business owners, entrepreneurs, c-suite executives, asset managers and next generation heirs.

 

Our tailored services provide flexibility to meet your needs and are easily adaptable to your changing requirements. We bring together full service capabilities through a global team of experienced professionals, underpinned by market-leading technology. We value our ability to create a painless onboarding process that is clear, concise and efficient. Our services are innovative, provide exemplary results and offer fair pricing.

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 administration and insurance brokerage. No matter where you are in the world or the scope of your office, streamline your operations with a single, global provider.

Governance
Succession
Reporting
Asset Administration
Financial Solutions

We will help you, your family and team members, ensure that your family office is properly governed and managed in alignment to your unique values and goals. A governance structure assists in maintaining your family office’s purpose and vision while protecting your family wealth during the decision making process.

 

Services include:

 

  • Independent management and oversight.
  • Professional directors & trustees.
  • Trusts, SPVs, Corporate Structuring.
  • Provision of professional directors and trustees.
  • Private trust company services.
  • Provision of qualified foundation council members.
  • Provision of company secretarial services.
  • Building a family constitution.

Succession planning is crucial for the future of family business and offices. A succession plan not only incorporates your family values and goals but also helps build family cohesion.

 

Services include:

 

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

We offer solutions for consolidated reporting and wealth management. We can work with your existing systems or software or provide our market-leading technology.

 

Services include:

 

  • Accounting, tax reporting, regulatory and statutory filings.
  • Portfolio management systems.
  • Risk Management.
  • Portfolio analytics.
  • Accounting services.
  • Tax compliance.
  • Regulatory and statutory compliance.
  • CRS and FATCA reporting.
  • GDPR compliance.
  • Economic substance compliance.
  • Investment monitoring reporting.
  • Asset level consolidated reporting.

We offer a tailored asset administration service to families in multi-jurisdictions.  We appreciate that we all have a different approach to investing, which is why our experienced professionals provide asset administration for a wide variety of asset classes. 

 

Services include:

 

  • Private co-investment vehicles.
  • Fund establishment and administration.
  • Private Equity & Hedge Fund services.
  • Administration of Jersey private funds and carry vehicles.
  • Private co-investment vehicles.
  • Investor reporting.
  • Administration of listed and non-listed investments and administration of investments into luxury goods. 

Our powerful global infrastructure and technical expertise enable us to help manage your family’s wealth effectively, not only protecting your assets but creating growth.

Services include:

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

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