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.” -
OUR BROCHURE
Naomi Rive
naomirive@highvern.com
+44 (0) 1534 480 601
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.
Charity & Philanthropy
Private wealth structures, including trusts, companies and foundations, are regularly used to give effect to long term charitable and philanthropic objectives.
Family Governance
Family governance refers to the structures, principles and processes that families adopt to ensure an orderly transfer and preservation of wealth.
Family Investment Companies
Bespoke corporate vehicles using different share classes and direct powers can helpfully delineate economic and voting interests.
Fiduciary Services
Highvern is a specialist independent provider of trustee, director and other fiduciary services designed to achieve the long term goals of its clients.
Intellectual Property Rights
Structuring to protect the value of your intellectual property, ideas, brands, concepts and images.
Protector & Enforcer Services
Enabling appropriate checks and balances as a vital component in carefully created trust structures.
Real Estate Investment services
A diversifier and asset of choice for many wealthy families and investors around the globe.
Wealth Structuring
Highvern has been entrusted by some of the world’s most discerning families to help structure and administer their private wealth for fifty years.
Private Trust Companies
Private Trust Companies (PTCs) offer ultra-high-net worth clients a highly effective family governance framework featuring their own corporate trustee.
Business Succession
Effective wealth structures help ensure effective succession planning and continuity of ownership as required in relation to family business interests.
Luxury Assets
Whilst acquiring a luxury asset or passion investment can fulfil a lifetime’s ambition, careful consideration must be given to structuring its ownership.
Family Office Services
Our family office experts work in partnership with single family offices to deliver a comprehensive and cohesive service alongside their own.
Further Solutions
Funds
We deliver comprehensive services to Funds across Private Equity, Venture Capital, Real Estate, Debt, Litigation Funding and Alternative Assets
Corporate
Specialist company incorporation, administration and governance services lending substance and confidence to corporate growth plans, whatever the sector.