With discretion and professionalism at the core of our service offering, we aim to build long lasting relationships with high-net-worth families, protecting what really matters.
Assets such as shares/loans to family businesses, loans to family members, legacy investments in real estate and passive investment vehicles can all be managed as part of a family’s overall investment portfolio. Our experienced team will liaise with other family members and those individuals involved in the day to day running of family assets to ensure that the client’s interests are carried out in a professional and quasi-institutional way, whilst being sensitive to the fact that these may be assets held communally with other family members.
Key Features
Establishing tailored structures to hold family assets
Full regulatory and compliance reporting
Supporting families with family business succession planning
Providing trustee or other fiduciary services
Access to a team of highly experienced professionals
Bookkeeping and accounting services
Key Contact
Francoise Bougourd
Head of Private Wealth - Guernsey