Private Client

A FIC is a private limited company set up to manage the investment assets of a single high-net-worth family, where family members are shareholders.

FICs are highly customisable and can be tailored to a family’s needs and objectives. The shareholding structure can be designed to allocate different rights and benefits to each family member, serving as a tool to manage wealth succession and facilitate estate planning.

JPFs combine flexibility, speed and a light-touch regulatory regime and offer several benefits to private clients and their families:

• Enable families to define and manage their investment risk appetite and strategy.
• Allow the introduction of professional expertise to future-proof management and oversight of family assets.
• Involve future generations on company boards, providing exposure to the management and governance of family assets.
• A preferred vehicle for investment with others from outside the family, including club deals and joint ventures

Trusts offer a flexible solution to protect assets, manage wealth and plan succession effectively for international high-net-worth families.

We provide a full range of trust services tailored to your specific circumstances, ensuring assets are managed efficiently, effectively and in the interests of the trust’s beneficiaries.

• Establishment of trusts
• Provision of trustees
• Administration and governance
• Oversight of investment assets
• Beneficiary relations
• Bookkeeping and accounting
• FATCA and CRS reporting

Foundations can be a practical alternative to Trusts in certain circumstances, providing the ability to retain involvement in day-to-day decision-making and often affording greater flexibility.

• Foundation incorporation
• Registered office and domiciliation
• Provision of council members, including Qualified Member
• Statutory records, filings and obligations
• Bookkeeping and accounting
• FATCA and CRS reporting

We establish and administer companies to hold diverse assets, from real estate, private equity and listed investments to luxury assets, including artwork, aircraft, cars and super yachts.

• Company incorporation
• Provision of directors and company secretary
• Administration and governance
• Registered office and domiciliation
• Economic substance
• Bookkeeping and accounting
• Statutory filings and obligations
• FATCA and CRS reporting

Private Trust Companies (PTCs) and Private Trust Foundations (PTFs) are commonly used to act as trustees of private family trusts and these provide several benefits, including:

• Enabling family members to be involved in the family trust’s decision-making process by holding board or council positions.
• More flexibility to change directors or council members efficiently and economically compared to changing the trustees of a trust.
• Preserving confidentiality by keeping the trusteeship of a family trust within the family.
• Introducing younger generations to the family wealth in a controlled and structured manner.