Wealth Structuring

We administer a wide variety of structures on behalf of private individuals and families which are involved in areas such as:

  • Portfolio investment
  • Property holding, both for investment purposes and for the use of family members
  • Property development
  • Various types of trading activity
  • Ownership of other types of assets, such as large yachts

Trusts can be used to protect private family wealth from foreign inheritance taxes and to ensure that a family’s estate passes from one generation to the next with minimal probate formalities and difficulties and in a way that meets the needs and desires of the family. We have assisted a number of families who wish to hold their wealth in trust to establish private family trust companies in Jersey, so that the family will have greater control over the actions of the trustee and the family assets.

Our expertise is not confined to Jersey – we have over many years established a wide range of international contacts who are able to assist us in providing an innovative and professional approach to meeting the needs of our clients.

For further information on our services in establishing and administering entities for private clients, please contact Simon Perchard, Mark Healey or Richard Fagan.