Our team advises independent family offices in Jersey and Guernsey on a wide variety of legal, regulatory and private wealth matters. This includes advising on the establishment, offshore structuring and governance of family offices to hold and administer family business interests, luxury assets and investments, support private philanthropic activities, as well as on the establishment and regulation of private investment structures.
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, AML reporting and obligations and data protection, together with the relocation of family members, family offices and staff to the Channel Islands and related business set-up, property, immigration and employment matters.
We can provide training to family office administrators to assist with CPD requirements.