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
Putting the Interests of the Family at the Forefront
For most people, wealth is a responsibility that weights heavily, and preservation of that wealth is paramount. The more that wealth owners recognize their true needs are able to ask the right questions, the more they can fulfill their responsibilities to their families by choosing the right strategies for the family wealth.
We at Accuro invest time to understand each family's circumstances, and we offer objective and independent assistance to help you fulfil the responsibilities of your legacy.
We are a team of specialists who work closely with your advisors to reach the best outcomes. We apply our knowledge, skills and experience to support families and their family offices with the administration and coordination of family wealth, in a cost-effective and user-friendly way.
RISK: getting it wrong is easy
A family that is serious about protecting its wealth has to think purposefully about checks and balances, about burgeoning complexity across assets and businesses, and about proactive risk management beyond investing the money. The more complex things are for you, the more we can help.
EXECUTION: intelligently navigating the administrative burden of wealth
Tackling the complexity in an organized and professional fashion allows families to concentrate on what is most important to them, and their family office and executives to concentrate on their core strengths.
SAFEGUARDING THE LEGACY: defining the long-term vision
We act as your thought partner in planning out governance, succession and contribution to the community.
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.