Family Office

Ogier has a wealth of experience in working with different types of family office, local and international families and providers of family office services in order to meet the diverse needs of ultra-high-net-worth individuals and their families and to understand the challenges facing them. In particular, Ogier has identified the increasing need for ultra-high-net-worth individuals and their families to establish family offices with substance in our jurisdictions.

We can provide practical assistance in relation to the governance of family offices, in particular the role of family members, external consultants and investment advisors in the family office structure, succession issues and generational planning and the creation of soft or hard frameworks to support interaction and communication between the family office, family members and their key advisors.

We can also assist with the legal and regulatory issues involved in establishing new family offices and for existing family offices including financial services regulation, necessary licensing and staffing permissions, anti-money laundering reporting and obligations, and data protection, together with the relocation of family members, family offices and staff to  our jurisdictions and related business set-up, property, immigration and employment matters.

We can provide training to family office administrators to assist with CPD requirements.

Our corporate administration business Ogier Global has a specialist Private Wealth Services team which establishes and governs structures.