Family Office and Private Clients
Managing the complexities of private wealth requires great oversight and the ability to administer a wide range of solutions in a rapidly changing global community. We deliver high-quality, tailored family office and private client services that meet your personal wealth management needs throughout the evolution of your family office and wealth creation journey. We provide effective ways of administering your capital throughout the cycle of wealth generation, consolidation and succession.
Our clients include family offices, business owners, entrepreneurs, c-suite executives, asset managers and next generation heirs. We understand there are sensitivities and differences in each family, their office, business and values. We look to successfully create a global solutions network to support their unique needs.
Our tailored family office services provide flexibility to meet your needs and are easily adaptable to your changing requirements. We bring together full-service capabilities through a global team of experienced professionals, underpinned by market-leading technology. We value our ability to create a painless onboarding process that is clear, concise and efficient. Our services are: innovative, provide exemplary results and offer fair pricing.
We will work with your existing family office advisors or can connect you with one if required, to ensure that all aspects of your family circumstances are considered including: tax, legal, asset administration and insurance brokerage. No matter where you are in the world or the scope of your office, we can streamline your operations by offering a single, global services solution.
- Governance
We will help you, your family and team members ensure that your family office is properly governed and managed in alignment with your values and goals. A governance structure assists in maintaining your family office’s purpose and vision while protecting your family wealth during the decision making process.
Services include:
- · Provision of professional directors, trustees, qualified foundation council members and company secretarial services
- · Use of board management tools – Diligent and Board Intelligent
- · Creating a framework for private trust company services
- · Building the architecture to support your family constitution
- · Trusts, SPVs and corporate structuring
- · Private trust company services
Succession
Effective succession planning is vital to the future realisation of family businesses and family offices.
By incorporating family values and goals in developing a framework detailing participation, remedies and understandings, it is possible to build the strongest of foundations for ongoing generational success.
Services include:
- · Wealth transition planning
- · Protecting, mentoring and educating the next generation
- · Creating a sustainable legacy
- · Charitable solutions for philanthropic purposes
- · Education of future generations
- · ESG Solutions
We offer solutions for consolidated reporting and wealth management. We can work with your existing systems or software or provide our market-leading technology.
Services include:
- · Reporting delivered through secure cloud-based investor portal, with 24/7 access
- · Accounting services
- · Tax, regulatory and statutory compliance
- · CRS and FATCA reporting
- · Economic substance and GDPR compliance
- · Investment monitoring reporting
- · Asset level consolidated reporting
We offer a tailored asset administration service to families in multi-jurisdictions on a wide variety of asset classes.
Services include:
- · Set-up and administration of private funds and carry vehicles
- · Set-up and administration of private co-investment vehicles and SPVs
- · Investor reporting
- · Fund custody services
- · Administration of listed and non-listed funds
- · Administration of luxury / specialist assets
- · Private equity and hedge fund services
- · Administration of listed and non-listed investments and administration of investments into luxury goods
Our powerful global infrastructure and technical expertise enable us to help manage your family’s wealth effectively, not only protecting your assets but creating growth.
Services include:
- · Digital banking platform
- · Risk and performance reporting
- · Treasury and cash management services
- · Custody services (listed and non-listed assets)
- · Foreign exchange
- · Brokerage
We can help you create a team by providing a single-source solution with complete oversight and access to a variety of professionals including:
- · Supporting M&A, IPOs and any other transaction activity
- · Supporting or provision of family office administrative and management services
- · Provision of employees
- · Supplying office space and all that is required registered office services
- · Managing pension, payroll and HR services
- · Administration of employee incentive schemes
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