Family Offices | Clients | Finsbury Trust Gibraltar | Corporate | CAT 2

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.

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