Services
For those seeking advice about their affairs, including estate planning and family office services, our trust professionals can provide a range of services from Jersey, Switzerland (Geneva), Singapore and the British Virgin Islands.
We do not give tax advice except by express prior agreement. We work with our clients' specialist tax advisers to understand the tax objective and to implement their tax plan. The professional, advisory background of many of our directors makes us well suited to "speak the same language" as the specialist external advisers.
We have established an enviable reputation by combining an exceptional level of technical and administrative skills with a highly personal service to clients and their advisers over many years.
The fundamental ethos underlying the business is to offer a pragmatic and practical approach, a clear understanding of objectives and to provide a full personal working relationship with clients, their families and their advisers.
Our aim is to build continuing relationships with our clients and to provide services to them, not push products. We offer administrative expertise with complete independence in the process of investment manager selection, which is governed exclusively by the needs of the client.
We believe that this approach is in line with our clients’ objectives. So is our system of billing. We do not charge percentage fees but cost of time. However, we will of course negotiate fixed fee bands where appropriate.