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We have extensive experience in creating trusts and foundations and managing them to ensure the assets are properly protected. A number of our clients have been with us for multiple generations and our professional team prides itself on service delivery and building long term relationships. We have the experience and knowledge to deliver a wide range of services for a variety of asset classes including real estate, investible assets, cash, art and private company shareholdings.

Our 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.
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.

Trust services

We provide a full range of trust services from our UK and Jersey offices including:

  • A trustee
  • Trust formation
  • Accounting and bookkeeping
  • Family office services
  • Maintenance of bank accounts and investment portfolios
  • Managing of other asset classes, i.e. real estate, art
  • Asset reporting
  • Protector services (sometimes called a guardian)

We can also provide services to trusts established in other jurisdictions such as Guernsey, the Bahamas, Cayman Islands and British Virgin Islands.

Foundation services

Foundations deliver wealth and asset protection, succession planning and confidentiality for private clients and their families. We can establish and manage foundations in the Netherlands and Jersey, giving you even greater flexibility in structuring your wealth management strategy.

Contact details:

Richard Geary – Head of Business Development, Corporate & Private Clients, Jersey
+44 (0)1534  847 443

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

Grant Brown – Head of Private Clients
+44 (0)1534  847 101

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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