Family Office

Our family office service is a unique premium service that focuses on a complete wealth solution for the family in order to preserve wealth for generations.

Family businesses may require structures for succession planning, such as setting up trusts or foundations for the family assets. Given the complexity of these situations, we assist with aligning interests and managing assets. We have a team of highly skilled professionals that assists families with investment management, financial administration, corporate structuring, estate and tax planning, philanthropic endeavours, succession planning and all other financial requirements.

For families with international assets, we provide the full offshore Trust and Company formation. To protect your wealth, we offer a variety of offshore investments which enable you to shift a part of your tax burden to a jurisdiction with more competitive tax rates. We have associates in Switzerland, Isle of Man, Guernsey, Jersey, Cyprus and Mauritius.