Agility broadens perspective.

Private Client

We establish and administer a wide range of bespoke fiduciary structures, optimising solutions to protect and grow your wealth. We build lasting relationships with international clients, working closely with a network of highly qualified intermediaries in the legal, tax, banking and accounting fields to ensure optimal asset protection and regulatory compliance.

Our clients are HNW individuals and their families, who are often entrepreneurs and private investors. The type of structures employed depends upon the asset class, and the legal and tax advice, both in relation to the client’s home jurisdiction and location of the assets. With no products to sell, or external shareholders to answer to, our engagements are truly driven by client requirements. We understand that each jurisdiction, transaction and asset requires a detailed interpretation of risk and a tailored solution.

We provide

  • Trustee Services
  • Foundation Services
  • Private fund services
  • Private company services
  • Private trust company services
  • Accounting
  • Regulatory reporting
  • Tax reporting
  • Luxury asset management
  • Estate & succession planning
  • Governance
  • Family office services
  • Selection & oversight of investment management
  • Private pension services (QNUPs, QROPs, RATs, SIPPs, Guernsey resident pension schemes)