Trust and Family Office Services

If you’re setting up or managing a trust, you need a structure that works across jurisdictions and a partner who works to ensure it stands the test of time. We support a wide range of trusts, acting as trustee, protector or enforcer. We provide trust management and administration across jurisdictions including Jersey, Guernsey, Isle of Man, Cayman Islands, Bermuda, Bahamas, BVI and England & Wales. We also help manage private trust companies, foundations and nominee arrangements – always with your goals and wealth preservation in mind.

Whether you manage a single or multi-family office, we help bring structure to complex arrangements. This includes coordinating advisers, managing governance, succession planning, tracking investments, and overseeing reporting and family office administration across jurisdictions. Our role is tailored to your needs, enabling effective oversight, transparency and confident decision-making across generations.

Choosing the right investment manager starts with a clear understanding of your long-term objectives. We work with you to build a tailored Investment Policy Statement, setting out factors such as your time horizon, risk profile, liquidity needs, reference currency and any specific requirements for your structure. Our process is completely independent and designed to match you with managers best placed to deliver on your agreed strategy. Every selection is underpinned by rigorous due diligence to assess suitability and ensure the highest standards of performance and governance.

Working with multiple investment managers can make it hard to track performance or spot potential risk. Our team monitors your portfolios across providers, combining independent analysis with regular manager meetings to assess strategy, delivery and alignment. We analyse performance both quantitatively and qualitatively, providing tailored reporting that gives you clarity on past results, current positioning and long-term objectives, so you can act with confidence and keep your investments on course.

Make a meaningful impact through charitable structures that reflect your values and ambitions. From philanthropic trusts and STAR trusts to foundations, we support the governance, reporting and administration required to turn your intent into long-term impact – always aligned with your personal values and regulatory needs.

Trust structures often benefit from an extra layer of oversight, especially where long-term intent is involved. We can act as protector or enforcer to help ensure trustees stay aligned with your wishes and decisions remain well governed. It’s a discreet way to strengthen accountability and safeguard your original purpose.