Ogier advises UK-based family office on discretionary investment platform

Ogier has advised the principal of a UK-based family office, with estimated wealth of over $3 billion, since 2016 on multi-disciplinary matters including the establishment of trusts, holding vehicles and, latterly, a discretionary investment platform involving multiple Jersey private funds to hold mainly real estate assets.

In addition to corporate structuring advice, complex regulatory advice has been provided relating to the ability of the platform to benefit from exemptions to fund regulation in Jersey, as well as to compliance with Jersey's economic substance and PSC rules.