Private Client &
Family Office

Overview

As a high-net-worth individual or family, you have unique personal, legal and corporate requirements. You need a professional services firm that understands you and can provide you with the personalised attention and expertise you deserve.

Whether you are an individual or a family office you will also want to ensure that your personal and your investment structures are suitable and aligned.

We regularly work with financial and tax advisors, family office managers and investment managers that support high net worth entrepreneurs.

Circle of Trust

Trust drives your personal and business relationships and we work hard to ensure we are within your circle of trust. We assist our clients in setting up private foundations and trusts. This requires careful attention to the motivations and concerns of the client and their long-term objectives for themselves, their partners, children and even future generations.
 

We can help you to set up or manage complex multi-company multi-country corporate structures that feed back into your preferred holding company, trust or foundation vehicle. This also requires us to know the complexities and sensitivities of the businesses, joint ventures and property portfolios that you own and ensure the tax and regulatory complications are considered and dealt with. See brief summary of the Gibraltar tax regime.

Services

Factsheets

Our Private Client & Family Office Team

Peter Howitt

Peter Howitt

Managing Director

accounting, fund administration, tax filing and company set up

Heather Adamson

Head of Fiduciary

company administration, fund administration, outsourced compliance

Tyrene Edwards

Fiduciary Manager