Fiduchi provides family office solutions to clients from around the globe, providing a truly bespoke service depending on each client's personal circumstances.
Fiduchi's independence means we can tailor our solutions and services to benefit the needs of each family office client. Working with them and their advisors to understand the complexities and structuring requirements, we can advise on the most suitable pragmatic solution for them.
Increasingly, some of the family office clients we oversee also tend to be more complex, often involving private trust companies with international assets and investments with family members spread across the world. Increasingly in Jersey, we are also working with high net worth individuals and family groups who are relocating to Jersey to take advantage of Island's High Value Resident scheme.
The term “family office” can have different meanings depending on who you talk to in the finance industry. For Fiduchi, we have no single model or defined term either.
We understand that a wealthy family has many demands on their time, and many responsibilities arising from the wealth they have generated. This is why in recent years Fiduchi developed a team who are dedicated to servicing a smaller number of our largest clients where there tends to be more day-to-day client contact and involvement with their advisors.
This dedicated family office team has built up in-depth knowledge and experience across all aspects of life experienced by a wealthy family, and we provide a seamless and holistic approach to the challenges and opportunities those families face. We take care of the detail, so our clients can enjoy what matters to them.
If you are considering establishing a family office, below are some of the advantages of why a multi-family office may be more suitable:
Control costs:
The cost of maintaining a structure administered by a multi-family office, such as Fiduchi, can be significantly lower than establishing your own single-family office in a jurisdiction such as Jersey.
Fiduchi is a regulated business:
The Family have ‘peace of mind’ that the family’s wealth is being managed by a regulated financial services provider in the well recognised IFC of Jersey.
Staffing / infrastructure:
Fiduchi employ all the staff that work on the PTC structures and so the Family do not have to concern themselves with the employment of staff, IT systems and the associated costs with leasing and maintaining an office in Jersey.
Independence / expertise:
As Fiduchi is an independent company, we are not tied to any one provider, and so can utilise experts in any field (such as tax, legal or investments).
Time saving:
The Family does not need to be involved in the set-up and ongoing maintenance of their own office.
Web enabled, 24/7 access to all plan information for company stakeholders
Information updated in real-time
Ability to view and filter all participants
Access to suite of pre arranged, Business Intelligence reporting
Complete management oversight and control for company
Ability to create and schedule your own reporting
"Fiduchi's Online Share Plan Administration portal, has saved time, money and paper, and [it] allows us to become more efficient in the managing of our employees share awards. It's really fantastic what an impact this platform has made."
Micheal S
Head of People - Tech startup company.
Onboarding of your data to our online platform is easy regardless if you choose a fully-managed or self-service in-house solution. By making the switch to our platform, you can upgrade from having to manage your share plan data on complicated spreadsheets. Plus to make the process as simple as possible, our experts will guide you every step of the way and we also provide helpful guides.
For businesses who opt for our fully managed solution, our platform is able to deal with each business's unique requirements. When it comes to dealing with exact legal and regulatory issues, our platform will be able to automatically determine the actions required for each award or vesting, specific to the country in which the company operates. Therefore minimising the risks and allowing full compliance from a legal and regulatory position.
Our platform uses the highest standards to protect the valuable data and assets we hold on behalf of our clients. We have a team of in-house cyber security and IT professionals to protect our system and carry out security audits, due diligence, penetration testing and to oversee potential threats. We are fully regulated, accredited and certified by a range of statutory and non-statutory bodies including the US Department of Commerce’s Privacy Shield.
Our platform can be branded to match your company's own brand, therefore becoming a professional extension of your employee benefits. You can set role-based access and let your employees and shareholders log into their own online branded share platform anytime, anywhere and see exactly what shares they have and how much they are worth. They can also easily accept grants, exercise options, calculate potential payouts and more.
Our experienced Private Wealth and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Corporate team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced Funds team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced yacht team are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.
Our experienced employee services team are here to answer any questions you may have regarding all types of employee incentive plans. With a wealth of knowledge and expertise, they will be able to advise you on the best solution that meets your business needs.
