Family Offices & Private Wealth
We act as trustee, foundation councillor, and corporate steward for families whose affairs cross several jurisdictions and at least one succession. We move at the pace of the family — considered, confidential, and aware that the structure has to outlast the people who built it.
What we hear from family offices
Three concerns come up in almost every initial conversation. Each links to the service that addresses it.
The structure works today; it has to work when the next generation takes over and the family has moved across two more jurisdictions. Most existing arrangements were not designed for that.
How our trusts and foundations practice handles this →Every jurisdiction is asking the same questions, slightly differently. The reporting has to be right, consistent across structures, and defensible to a regulator on the wrong day.
Our accounting & tax approach →Legal counsel in one country, tax advice in another, investment management somewhere else. The trustee has to hold the centre — and not lose information at the boundaries.
Why our trustee model is built around this →What we do for family offices
A curated set — only the services regularly used by private-wealth clients. The full list is on What We Do.
Discretionary, reserved-powers, and purpose trusts under Gibraltar law. Director-level trusteeship, not delegated to junior staff.
Why it matters here: The structure most family offices come to us for first.
Gibraltar Private Interest Foundations (PIFs) — the civil-law-friendly alternative to a common-law trust, with a foundation council and a clear constitution.
Why it matters here: The right answer when the family or assets sit in a civil-law jurisdiction.
Holding companies, investment companies, single-asset vehicles. Registered office, directors, secretarial work, statutory filings.
Why it matters here: The administrative spine that sits underneath most family structures.
Financial statements, CRS and FATCA classification, beneficial-ownership filings, year-end reporting across the structure.
Why it matters here: Where most cross-border reporting issues are caught before they become a problem.
How we engage
Five stages, no surprises. The first three are deliberately slow.
Why Gibraltar — from a family-office angle
Gibraltar combines a common-law trust regime — case law, codified statute, and a court that understands fiduciary disputes — with an English-style company law and a small enough professional community that the people involved actually know one another. For families whose advisers are mostly in London, Dublin, or the Channel Islands, that is a familiar legal vocabulary in a more direct setting.
Tax treatment is territorial. Gibraltar does not tax non-Gibraltar-source trust income, does not levy capital gains, inheritance, or wealth tax, and the rules are written down rather than negotiated. For internationally mobile families the predictability matters more than the headline rate.
Substance, CRS, and FATCA were adopted voluntarily and early — Gibraltar is on the OECD white list and signed up to the relevant frameworks before being pushed. That history is the strongest signal you can give a sceptical onshore regulator that the structure was built to be looked at.
Read more on Why Gibraltar →Who you will work with
Family-office relationships are senior-to-senior. The three people below cover trust, foundation, and tax — actual names are confirmed at the introductory conversation.
Trustee
Senior Trust Officer
TEP — to be confirmed at onboarding
Foundation councillor
Foundation Councillor
Civil-law experience
Tax & reporting
Head of Accounting & Tax
ACA / CTA — to be confirmed
Named team members to be confirmed by the operator before launch (placeholder cards above).
Reading for family-office principals and their advisers
Family offices
Why internationally mobile families look at Gibraltar — and what a sensible first conversation looks like.
Trusts & foundations
When a Gibraltar Private Interest Foundation is a better fit than a common-law trust — and when it is not.
Reporting
What the reporting actually involves for a trust or holding-company structure, and where the common errors happen.
Next step
An hour with a director. No fee, no proposal deck, no obligation. We will tell you what we think, and whether we are the right people for the family.
Speak with us in confidence