Private Capital Services

We work with single and multi-family offices, providing selected fiduciary, operational and administrative capabilities alongside established legal, tax and investment advisers. Depending on the family’s needs, our support can include trustee and protector services, directorships for family investment companies, consolidated financial reporting across assets and jurisdictions, secure family document retention and relevant compliance administration. We complement existing family office teams, adapting our role as their requirements change.

Art, yachts, aircraft and heritage assets can involve specialist ownership and administrative requirements. We establish and administer the trusts, companies and other structures through which these assets are held, providing governance, accounting and reporting support where appropriate. Our specialists coordinate with legal, tax and asset-specific advisers so that ownership records and ongoing responsibilities are managed with care.

A change of generation or ownership affects more than an asset register. We work with families and their advisers on ownership, governance and administrative arrangements for succession, helping structures adapt as responsibilities pass on. Our support can include establishing trusts, foundations and holding companies for family business interests, providing fiduciary services and coordinating the governance records and processes that underpin continuity.

When philanthropy forms part of a family’s plans, our teams can support governance and administration for foundations and other charitable arrangements, working alongside the family’s professional advisers. Depending on the structure and jurisdiction, we can help establish foundations, provide council or qualified members, maintain statutory records, and manage accounting and compliance reporting. We focus on the practical governance that helps a family’s giving arrangements operate as intended.

Independent judgement can make an important difference to governance. We provide protector and enforcer services in individual or corporate capacities where appropriate, paying close attention to the responsibilities defined by each arrangement. A protector’s powers may include consent over distributions, changes to trustees or other key trust decisions; enforcers can support the proper administration of purpose trusts. Our role is shaped by the governing documents and the duties attached to each appointment.

From listed investments and fund interests to private businesses and property, we tailor administration, oversight and reporting to the assets a family holds. Our teams can support structures holding public equity and debt, direct private investments, real estate and, where appropriate, digital assets. We work with relevant investment and professional advisers to manage records, governance and reporting, helping families see how individual holdings fit into the wider picture.

For families seeking appropriate involvement in trust governance, private trust companies can offer a useful framework. We help establish and administer PTC structures, provide professional directors where appropriate, organise board meetings and maintain governance records. This gives families a framework for taking part in important decisions while supporting continuity of trusteeship and the responsibilities of the corporate trustee.

Family capital sometimes works best through a dedicated investment vehicle. Our Private Capital and Fund Services specialists can work together to support private funds, combining fiduciary expertise with fund administration where a structure requires both. We can assist with fund establishment, ongoing administration, consolidated accounting and reporting, and relevant compliance requirements. Private funds can help families pool capital, hold specific investments or organise co-investment arrangements with clearer oversight.