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Trusts, Companies & Foundations

Many people are concerned with asset protection and family governance as well as what will happen to their wealth after they have died.

Protecting your wealth

Trusts, companies and foundations can be effective vehicles to achieve private wealth management and succession planning objectives. By transferring your assets to a trust for the benefit of chosen beneficiaries or to a company or a foundation under the guidance of a trusted family council, you put in place a structure that can be used to make sure your family is looked after long after you’re gone.

What we do

Our team consists of trust, company and foundation specialists, administrators, lawyers and accountants, whose skills and experience add value during the full life cycle of the structure and who can help you to develop and implement solutions that comply with all legal and regulatory requirements.

We provide full administration services for both individuals and families based in single or multiple jurisdictions, including:

Trust services

  • Trust establishment
  • Trust administration
  • Trustee services
  • Protector services
  • Enforcer services
  • Accounting and financial reporting
  • Cash management s
  • Compliance 
  • FATCA and CRS 

Foundation services

  • Establishing the foundation
  • Providing a business address
  • Providing council members
  • Maintaining statutory records and executing statutory obligations
  • Handling accounting and financial reporting
  • Providing cash management, compliance services, and FATCA and CRS services

Company services

  • Establishing the company
  • Providing a registered address
  • Provision of directors and secretary
  • Maintaining statutory records and executing statutory obligations
  • Handling accounting and financial reporting
  • Providing cash management, compliance, and FATCA and CRS services

We've won the following awards:

  • Trust Company of the Year - Jersey: Citywealth IFC Awards 2020
  • Multi-Family Office of the Year, STEP Private Client Awards 2019
  • Tier 1 Trust Company 2019, Eprivateclient
  • Family Office of the Year Award, Citywealth 2018 and 2019
  • Shortlisted for Family Office Award, STEP Private Client Awards 2013, 2014, 2016, 2017, 2018
  • Best Family Office, Wealth Advisor Awards 2014
  • Trust Company of the Year, STEP Private Client Awards 2016
  • Trust Company of the Year, Citywealth Magic Circle Awards 2016

Connect with us

Grant Barbour

Managing Director - Private Client

Jersey

See bio
Lynda O'Mahoney

Business Development Director

United Arab Emirates

See bio