Private Wealth Services

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

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 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

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.