Private Client

Succession Planning

Get in touch

Building wealth takes a great deal of time and effort. It’s important to put in place a strategy for passing your wealth to future generations in order to protect value and family legacy.

 

Jewellery, recipes and watches. All such things that are passed down through generations. Why should your overall wealth and assets be any different?

Fairway works with many prominent families to discuss the preservation and passing on of wealth and assets to the future generation. A large majority of these families are based across the GCC and we assist with the creation and implementation of a clear and all-encompassing succession plan. Many families from civil law jurisdictions look to Jersey to create structures to ensure the smooth transition of wealth.

 

Forced heirship principles in certain jurisdictions erodes the testamentary freedom afforded to families. Fairway can work with families and their advisers to establish structures that are legally enforceable to own assets for the benefit of future generations.

Our succession planning services include:

Review of family charters and letters of wishes

Shariah scholar advice

Administration services

Asset protection

Consolidation of ownership and control of assets

Compliance support

Financial reporting

Foundation services

It is important to engage in conversations during one’s lifetime so that any strategy is underpinned by three distinct elements:

  • Preservation of wealth
  • Ongoing protection and enhancement of wealth; and
  • Distribution of wealth
Fairway Mountain Through View Min

Fairway and the administrative team are very responsive, supportive and commercial in their management of our property portfolio. I would happily recommend the Fairway team as specialists in the real estate and administration services field.

A private client of Fairway Trust

Headshot of Mark Andrews

Mark Andrews .

Managing Director, Private Client

Jersey

Meet Mark
Headshot of Christian Falle

Christian Falle .

Director, Private Client

Jersey

Meet Christian

MEET THE REST OF THE TEAM

Speak to our Private Client experts

Contact the team

Related Articles

View All

13 November 2025

Citywealth Future Leaders Awards 2025 2 46
2025News

Sarah-Louise Mason wins Trustee of the Year - Manager at Citywealth Future Leaders Awards 2025

We are delighted to announce that Sarah-Louise Mason, Senior Manager, has won the Trustee of the Year - Manager award at Citywealth's Future Leaders Awards 2025

Read Article

22 October 2025

2025News

Fairway included in eprivateclient Top Trust Company rankings 2025

We are delighted to be included in eprivateclient's Top Trust Company rankings 2025.

Read Article

15 October 2025

Private ClientInsights

Real Estate with Purpose: Legacy, Strategy, and the Power of Jurisdiction

Mark Andrews, Managing Director of Fairway, explains how global real estate investment is evolving. For high-net-worth investors, property is now a tool for legacy, philanthropy, and strategic wealth planning.

Read Article