We provide a nimble service tailored to specific circumstances, outlooks and objectives.
We recognise that every family office is unique with differing objectives that require innovative solutions. Whether working with established family offices or setting up a new family office for high net worth families, we understand the importance of outsourcing to a trusted provider.
We offer a holistic approach to managing the complexities of family wealth and work with families to identify, protect and enhance family objectives.
Our services are flexible, whether setting up a virtual family office or supporting families based in multiple jurisdictions, our innovative approach allows us to work with clients to act as trustees, foundation council members and directors, to provide a consistent, high quality service and flawless execution.
We have a rich history of working with well-known institutional brands across varying industries which give credibility to our service capability when it comes to assisting families. We provide services not only to digital family offices with no physical presence but can also provide office space to family offices looking to create a presence in Jersey.
Understanding the challenges and opportunities that a family may face sits at the forefront of our approach. We are an independent, owner-managed business that can relate to many family businesses and have a wealth of expertise at our disposal.
"Defining what is meant by 'Family Office' is down to the family. We don’t believe in providing a rigid family office service as no one family is the same.”
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10 January 2023
We are delighted to announce nine well-deserved promotions across our Private Client, Funds, Pensions and Compliance Services.
06 December 2022
The Living Wage campaign is run by Caritas Jersey, a local charity, who are licensed by the Living Wage Foundation in the UK to manage and co-ordinate the promotion of a ‘Living Wage’ in Jersey.
29 November 2022
UAE's New Family Business Law will come into effect by January 2023 and will aim to increase the contribution of family businesses to the national economy.