Our private client offering is characterized by long-term relationships, founded upon a deep understanding of the individual needs of each family. Our bespoke solutions are designed to preserve and protect family wealth, as well as deliver growth in a sustainable way.

How we do it?

We work closely with affluent families and entrepreneurial individuals, providing the range of trust, fund and corporate structuring solutions they require to achieve their business and succession planning goals. Our engagement begins with an investment of time as we seek to gain a thorough understanding of a client’s structuring objectives and administrative needs. We subsequently work with the client and their advisors in building optimum structures which we support for the long term.

Our private
client services comprise
  • Business ownership and succession planning
  • Professional licensed trusteeship and trust administration
  • Customised and dedicated family office solutions
  • Gibraltar relocation and residency
  • Accounting, banking and financial reporting
  • Yacht ownership and management services
  • Philanthropic planning
Our clients operate via a number of structures
  • Asset and real estate holding companies
  • Private and corporate trusts
  • Purpose trusts and SPVs
  • Private Trust Companies
  • “Friends and family” investment funds
  • Foundations and charitable trusts
Contact one of our team members and discuss your private client services related needs or have a look at our Information Sheet in the Reading Room.