The term “family office” can have different meanings depending on who you talk to in the industry. For Fiduchi, we have no single model or defined term either. We tailor our services to the specific requirements of each individual client.
In recent years we have 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.
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 moving to the Island to take advantage of Jersey’s High Value Resident scheme.
We understand that a wealthy family has many demands on their time, and many responsibilities arising from the wealth they have generated. Our 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 the big picture.
Our family office services include:
> Trust and company establishment and administration
> Trustee, director and protector services
> Bookkeeping, accounting and financial reporting
> Cash management and bank account administration
> Compliance monitoring, FATCA & CRS reporting
> Private Trust Companies
> Managed Trust Companies
> Charitable trusts and foundations
> Yacht services
We have seen an increasing number of clients that are considering a move to Jersey.Read more HERE >