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Our specialist Private Clients team support individuals wishing to protect, grow and pass on their wealth. Our services are tailored to each situation and include administering and managing family offices, establishing trusts and foundations; and administering estates. Our international team of experienced advisors has worked closely with clients for over 80 years and is based in the UK, the Channel Islands and mainland Europe. 

Using this extensive experience in setting up and managing trusts, foundations, family offices and private trust companies, we develop tailored solutions that provide security, flexibility and control for private clients and families.
Our services are aimed at individuals wishing to manage, protect and grow their wealth now and for future generations. We assist by administering and managing a range of offshore structures for private clients.

Our private client solutions are delivered by professional teams who have many years of relevant specialist experience. Using our expertise, we focus on the important administrative and fiduciary aspects of your financial objectives, leaving you free to concentrate on other priorities – safe in the knowledge that your interests are protected.

Our team offers a personal one-to-one service. Each client is allocated a dedicated team comprising a Director and Manager who will lead their relationship and work with the client and their specialist advisers to build a long standing partnership.

Our range of services includes:

  • Trust establishment and administration
  • Foundation establishment and administration
  • Company formation and administration
  • Family office establishment and administration
  • Provision of Directors
  • Company secretarial support
  • Accounting and bookkeeping
  • Protector services
  • Maintenance of bank accounts and investment portfolios
  • Asset reporting

Contact details:

Grant Brown – Head of Private Clients
+44 (0)1534 847101

Natasha Broughton – Senior Manager, Family Office
+44 (0)1534 847153

Roberta Ambrosetti – Head of Personal Trusts
+44 (0)20 3367 8208

Family office / private trust

In an ever changing world there are increased opportunities for wealth creators, but increased challenges and complexities for managing family wealth.

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Estate administration

The death of someone close to you is a very difficult and emotional time when many unfamiliar and important matters need to be dealt with. That is why it is important to make a will appointing an executor who you can trust to administer your estate efficiently and with sensitivity.

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