Cookies Policy

We use cookies to ensure that we give you the best experience on our website. If you continue without changing your settings, we’ll assume that you are happy to receive cookies.

Continue

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

We will set up a single office to manage your entire portfolio. For clients wishing to set up and run a family office, we will provide office space, trustees, directors, company secretarial support and administration services. In addition, we can assist with the provision of employees as well as accounting services, asset reporting and shareholder and nominees services.

Listening and working closely with you, we will provide solutions to help you achieve your vision and overcome some of the challenges you may experience, allowing you to focus on your family and your business priorities. 

We will work and connect you with advisors, including legal and tax professionals, to help integrate a complete plan with measurable goals and expected outcomes. During this process we review all documents and specifics, and then construct planning scenarios that forecast asset value changes.

Our approach

Our family office team has accrued many years of experience, working with clients who require a dedicated team of experts to help administer their assets within their own lifetime and for future generations.

Our reputation and success has been achieved by investing the time to listen and understand your situation, goals and aspirations at the outset and build a proposition which suits your needs. We will spend time with you to make this process simple whilst providing you with all of the detail you require to make informed decisions.

Our services include: 

Succession

  • Incorporating family values into a succession plan
  • Successful wealth transition
  • Protecting future generations

Social responsibility and education

  • Philanthropy 
  • Mentoring and educating future generations

Reporting

  • Accounts 
  • Bookeeping
  • Tax reporting 
  • Regulatory and statuatory filings 
  • Company secretarial support

Office support

  • Provision of office space
  • Provision of employees
  • Registered office
  • PA service

Ancillary services

  • Treasury and cash management
  • Fund establishment and administration
  • Custody
  • Outsourcing solutions i.e. payroll, HR
  • Pension services 
  • Full custody (quoted and unquoted assets)

Managing your advisors

  • Legal and tax advisors 
  • Banks 
  • Investment managers 
  • Specialist asset class advisors 
  • Propery management companies

Governance

  • Providing independent management and oversight
  • Provision of professional directors 
  • Building a family constitution
  • Family communication

Contact details:

Grant Brown 
Head of Private Clients 
+44 (0)1534 847 101 
grant.brown@linkgroup.je

Livio Gambardella 
Client Director 
+352 44 09 29 3093 
livio.gambardella@linkgroup.lu

Lynda O’Mahoney 
Head of Business Development DIFC Representative Office 
+971 (0)50 859 5564
lynda.omahoney@linkgroup.co.uk