Confidentiality and flexibility are core attributes of our family office offering. We act for a wide range of families with client relationships dating back over 30 years, spanning multi-generations. This continuity has given us an excellent understanding of the diverse challenges faced by the families we service, ranging from capital preservation to inter-generational planning.

How we do it?

Our specialist teams have in-depth knowledge and experience across the fiduciary and trust needs of wealthy families, and we provide a seamless and holistic approach to the challenges and opportunities our clients and their families face. Our clients typically see us as the family’s trusted partner in wealth protection, helping to establish a legacy for future generations.

Our family office services comprise:

Family office infrastructure and expansion
  • Provision of registered address
  • Availability of meeting and conference rooms at registered address
  • Provision of dedicated phone lines
  • Mail management
  • Coordination and management of outsourced service providers
Banking
  • Establish and manage all or selected banking relationships
  • Execute transactions, including bill payments
  • Appraisal of existing banking relationships
  • Manage compliance and on-boarding requirements with banks
Estate planning and trust administration
  • Provision of the formation and ongoing management of holding companies, partnerships and family trusts
  • Provision of licensed company directorship and trusteeship services
  • Formation and administration of private investment funds and other alternative fund vehicles
  • Provision of authorised directorships for regulated investment funds
  • Private yacht registration, management and transaction execution
  • General corporate, trust and fund administration services
  • Company secretarial services
Accounting and reporting
  • Consolidated financial reporting, including all asset types
  • Identification and reporting of all real estate and other asset holdings
  • Bookkeeping and production of financial statements for specified vehicles
  • Identification and reporting of all real estate and other real asset holdings
  • Accounting for portfolio and real estate property investments
  • Assistance with budgeting and cash flow planning
  • Liaison with auditors regarding statutory audit
  • Liaison with tax advisors 
Document and data management
  • Central and secure storage base for all information
  • Provision of vaults for safe keeping of valuable or sensitive documents
  • Provision of disaster recovery services
Lifestyle and concierge
  • General secretarial and concierge services 
  • Travel and leisure planning in Gibraltar and internationally 
  • Manage individual family member calendars and arrange meetings 
  • Assist with chartering boats and aircraft 

 

Philanthropic planning
  • Organize management of segregated charitable funds
  • Organize liaison with charitable bodies
  • Provide updates, information and progress reports

 

Special situations
  • Identification and introduction to private investment opportunities and joint ventures
  • Identification and introduction to strategic business partners
  • Access to off-market investment opportunities
  • Coordinate private capital and lending opportunities
  • Undertake vendor or buyer business due diligence
  • Assist with sale of asset
  • Access to business intelligence, pre-investment and anti-corruption checks
Contact one of our team members and discuss your family office services related needs or have a look at our Information Sheet in the Reading Room.