Insight. Continuity. Guardianship.
We provide the continuity and stability necessary to navigate in today’s fast changing world. Our owner-manager business model, free from Private Equity and institutional investment, ensures the alignment of our clients’ long-term objectives with our own.
What we do
We provide families and entrepreneurs with independent wealth services as trustees, protectors and company directors. We also act as a hands-on provider of wealth administration solutions tailored to your family office needs.
Trust & Fiduciary
We take responsibility for the implementation, administration and management of a wide variety of wealth planning structures including trust, private trust companies, foundations, partnerships, companies, philanthropic entities, employee benefit trusts and escrow arrangements.
Once the structure is established, we take care of the day-to-day administration of the assets held by the structure, managing sales, acquisitions and other related transactions, as well as sitting on the boards of companies in the structure. In addition, we are able to provide a consolidated picture of your assets and their performance.
We have experience in holding and managing a wide variety of assets including:
Commercial real estate and development projects
Residential real estate
Private / family company shares
Private equity investments
Carry interests and co-investment rights
Artwork and antiques
We apply our knowledge, skills and experience in understanding multiple asset classes across different locations with a view to assisting families and their family offices in relation to the administration, coordination and reporting of family wealth. This is delivered by a team of specialists in a way that is cost-effective, user-friendly and customised to our clients’ bespoke needs.
Our experience in holding complex assets in a number of jurisdictions is an invaluable administration resource for families to ensure ownership is clear and correct. We also protect wealth by monitoring financial and non-financial investments’ performance and ensuring that assets are appropriately insured. We provide detailed consolidated reporting and can help clients to navigate effectively through compliance, risk and regulatory issues.
We provide a comprehensive administration service to a portfolio of international corporate clients operating across a wide range of sectors including energy, retail groups, wealth management, financial services, engineering and infrastructure.
Our services have been used by this client base to support their corporate structures in asset acquisitions and disposals, cross-border investment, corporate finance, corporate reorganisations and financial reporting.
In addition, we provide trustee services to a range of employee incentive trusts primarily focused on executive level employees.