Guernsey has attracted some of the world's leading financial organisations and accordingly its workforce has the requisite experience to meet the diverse needs of its international families and is therefore well placed to provide family office services.
Features that make Guernsey attractive stem not only from the taxation aspects, but also from practical and physical aspects of the location.
We have acted for many clients through several generations and helped them adapt their structures to suit their personal circumstances and the changing environment. We understand that balancing family and business interests is not always easy, especially as one can impact significantly on the other.
Our team provides a range of services, from financial and tax advisory, through to assurance and compliance, aimed at both individuals and family structures and funds. Our aim is help our clients effectively structure and protect their wealth.
The relationship between Moore Stephens and the families and trusts we act for is unique. We are known not only for technical quality, but also for our discretion and attention to confidentiality, which is of second nature to us. Above all, we succeed by providing the high level of care and personal service required to fulfil our responsibilities and meet our clients’ needs and are proud of the many longstanding relationships we have built.
Our family office services covers areas such as:
- Wealth management
- Financial reporting and accounting
- Estate and tax planning
- Trusteeship and fiduciary services
- Philanthropic planning
- Risk management
- Compliance
- Administrative and PA services