At Highvern, we tailor not only the solutions but also the manner in which they are delivered to meet the particular needs and objectives of our clients.
With wealth comes responsibility. A well designed and administered structure to help meet a client’s objectives, be they asset preservation, appropriate planning or succession, is an integral element of successful wealth management. At all stages of the wealth cycle we work closely with our clients and their advisors ensuring that their life’s work and legacy are protected, safeguarding the lifestyles of generations to come.
Private WEALTH Expertise
We have been working with clients for fifty years providing the solutions, expertise and high quality service to help achieve their wealth goals.
“I have rarely seen and worked with a provider so dedicated to its clients and advisors. You do this with a skill level, attention to detail and investment understanding that is certainly at the very highest in the industry.” -
Private Wealth Services
Our approach to delivering Private Wealth services is to match solutions and people with our clients’ needs, culture and preferred way of working.
Effective wealth structures help ensure effective succession planning and continuity of ownership as required in relation to family business interests.
Private wealth structures, including trusts, companies and foundations, are regularly used to give effect to long term charitable and philanthropic objectives.
Family governance refers to the structures, principles and processes that families adopt to ensure an orderly transfer and preservation of wealth.
Bespoke corporate vehicles using different share classes and direct powers can helpfully delineate economic and voting interests.
Our family office experts work in partnership with single family offices to deliver a comprehensive and cohesive service alongside their own.
Highvern is a specialist independent provider of trustee, director and other fiduciary services designed to achieve the long term goals of its clients.
Structuring to protect the value of your intellectual property, ideas, brands, concepts and images.
Whilst acquiring a luxury asset or passion investment can fulfil a lifetime’s ambition, careful consideration must be given to structuring its ownership.
Private Trust Companies (PTCs) offer ultra-high-net worth clients a highly effective family governance framework featuring their own corporate trustee.
Enabling appropriate checks and balances as a vital component in carefully created trust structures.
A diversifier and asset of choice for many wealthy families and investors around the globe.
Highvern has been entrusted by some of the world’s most discerning families to help structure and administer their private wealth for fifty years.