At Saffery Trust, we provide a comprehensive range of corporate services designed specifically for private clients, including international families, UHNW individuals, entrepreneurs and family offices. Whether establishing a holding vehicle, managing a private investment structure, or enhancing governance around family wealth, we take the time to understand your circumstances and shape our support around what you need.
Our approach is practical, discreet and tailored, helping clients ensure structures are established and run properly, with the right level of administration, governance and reporting in place for the long term.
We establish and administer companies used within private wealth structures, including family investment companies, holding vehicles, asset owning entities, and other bespoke structures across our key jurisdictions.
Our services include:
Our role is to make sure each structure is set up and managed in a way that supports the wider objectives, regulatory requirements, and international best practice.
For private clients and family offices using Private Investment Funds (PIFs) to hold or manage personal investments, we offer complete fund administration and reporting tailored to our client’s wealth needs.
Our services include:
Our focus is always on accurate reporting, smooth operation, and confidentiality at every stage.
Good governance matters in private structures, just as much as it does in larger organisations. We can help bring structure, accountability and continuity to the entities that sit around family wealth through:
We help ensure private entities remain compliant, well governed, and aligned with the long-term intentions of those behind them.
We deliver specialist accounting and financial reporting for private holding companies, investment structures, property companies and other family entities.
Our capabilities include:
Our reporting gives families and advisors the clear, timely insight they need to make informed decisions.
Clients choose us because we combine technical expertise with a highly personal service. We are experienced in private wealth structures and international family arrangements, and we work across Guernsey, the Cayman Islands, Switzerland and the UK. Our teams are approachable, responsive and used to supporting complex, cross-border needs with discretion and care.
As with all our services, our focus is on understanding your circumstances, simplifying complexity and providing support that works for you over the long-term.
