Private Wealth Services

Overview

Ogier Global has in-depth knowledge of trusts and foundations including Jersey, Guernsey and Cayman discretionary and reserved powers trusts, private trust companies, Jersey and Guernsey foundations and Cayman foundation companies.

We establish and govern structures for individuals and families to hold assets safely, facilitate succession planning and philanthropy. We deliver personal, professional and discreet services offering our time, expertise and considerable collective experience to provide complete peace of mind. We maintain the assets - whether financial, floating or freestanding, which could include cash, quoted or unquoted investments, property, yachts, planes, cars, art or other collectibles - and ensure suitable reporting and accounting is undertaken.

Ogier Global continues to invest in industry leading technology to automate our processes so that we operate as efficiently and effectively as possible.

Private Wealth Services

Trusts and Foundations

Our team has a wealth of knowledge and experience who can establish all types of trusts and foundations working with the client's advisors. All the directors appointed to the trustee company have significant experience acting as a trustee, giving the settlor comfort that the trust assets are in safe hands.

Across all jurisdictions where we operate we are able to provide full services for the incorporation of a foundation in line with the local legislation.

Services include

establishment and ongoing administration of all types of foundations and trusts, including discretionary, charitable and non-charitable purpose trusts, settlor directed trusts, life interest, revocable and irrevocable structures
provision of Protector and Enforcer services
provision of corporate trustee or use of a Private Trust Company as required
provision of a regulated Qualified Member to act on a Jersey foundation, as required under local legislation
acceptance of a wide range of assets into the structure and ongoing monitoring and maintenance
philanthropy and charitable services

Companies and family limited partnerships

Services include:

incorporation of family limited partnership and corporate vehicles, including private investment companies, limited liability companies, private trust companies, asset holding companies, protected cell companies, private GP/LP structures
provision of Jersey resident directors and attendance at board meeting
registered office services
maintenance of statutory registers and minute books
regulatory compliance. Find out more about the range of services provided here
full corporate governance and company secretarial services
assistance with demonstrating economic substance in the Island as required
acceptance and ongoing monitoring and maintenance of assets

Family office

Family office structures are increasingly popular with ultra high net worth families. Our highly experienced team can assist with the establishment of a family office structure and provides full services to the office.

Services include:

incorporation and establishment of family office structure in line with legal/regulatory advice
MLRO/CO Appointments
data protection officer
staff handbook drafting
annual employee declarations
premises
payroll services
full governance services to the family office

Accounting and financial reporting

We assist with all types of financial reporting, accounts preparation, management accounts and audit requirements. Find out more about the range of services provided here.