Family Office services
Our role as Family Office managers accords us the privilege of serving the financial interests of families over successive generations.
Aware of how objectives can change over time, we make a point of assisting each generation by organising the optimal structure through our Multi-Office Family Office service.
Family Office Structures use a number of different types of entities. We are always happy to discuss the most appropriate of these for each family.
Multi-Office Family Office
The Multi-Office Family Office has become the modern way to deliver the investment management and related services that wealthy families require today.
This approach enables us to resolve issues that might divide generations by providing structures for wealth preservation – allied to economies of scale. In this way we help to preserve families as well as the wealth they own.
At Key Trust we ensure the highest quality of service by appointing a suitable experienced employee to become the personal manager who is the dedicated family office administrator under the supervision of a Key Trust Director. We deliver this service on a pre-agreed, written, fixed-fee basis.
As you would expect from a well-established Jersey trust company, we understand the family office business well and are ready to help in setting up the necessary arrangements for new clients. We can also accept the transfer of an existing family office arrangement – typically where a major institution responsible for delivering the service does not really understand the family’s objectives. We are willing to go that bit further – for example, to chair an annual family meeting and to organise financial education for the next generation.
We look forward to hearing from you and your advisors for an initial discussion and planning meeting.
For further information about our Family Office Services please contact brian.clarke@key-trust.com.
