Family office services

71 businesses across GuernseyProfessional services

Comprehensive wealth management, structuring, and philanthropic services for families.

Sixty-five firms offer family office services, with 3 dedicated to it, 25 offering it as a main trade, and 37 including it within a broader portfolio. Most are in St Peter Port, which holds 57. Cazenove Capital, founded in 1823, is the earliest established firm here, while Parthena Reys Strategic Management Ltd. specialises in real estate investment for its clients.

All businesses

Trust & Fiduciary

St Pierre du Bois·Professional Service·Est. 2022

A GFSC-licensed single-family office, this firm provides comprehensive family office services, including wealth management and fiduciary support.

Corporate Services

St Peter Port·Professional Service·Est. 1999

A financial services firm, established in 1999, offering family office services alongside its fund and trust administration.

Private wealth structuring · Philanthropy

Pricing & termsFamily office

PeopleJames Tracey (Managing Director) · James Christie (Director - Client Relations, Funds & Corporate) · Ronan Morrison (Director, Funds & Corporate) · Stuart Dowding (Private Client Services) · +13 more

Also Tax advisory & planning · Trust administration · Fund formation & structuring

Fund Administration

St Peter Port·Professional Service·Est. 1980

This GFSC-licensed firm provides family office services, encompassing wealth management, structuring, and philanthropic advice.

Private wealth structuring · Philanthropy

Pricing & termsSports and entertainment · Family office

PeopleDavid Hudson (Group CEO) · Stuart Simon (Managing Director - Guernsey) · Marcus Prevel (Director and Head of Private Wealth in Guernsey) · Mark Vidamour (Head of Corporate and Fund Services) · +6 more

Also Fund administration · Tax advisory & planning · Accounts preparation

Trust & Fiduciary

St Peter Port·Professional Service·Est. 1988

This fiduciary firm offers family office services, including wealth management and philanthropic advice, for private clients.

Private wealth structuring · Philanthropy

Pricing & termsPrivate individuals · Family office · High net worth individuals

Also Cash-flow forecasting & budgeting · Transaction services · Company administration

Corporate Services

St Peter Port·Professional Service

This global investor services group offers family office services, including wealth management and philanthropic advice, from its Guernsey base.

Private wealth structuring · Philanthropy

Pricing & termsFamily office

PeopleGreg Kok (Managing Director, Guernsey) · Gareth Smith (Head of Funds, Guernsey) · Andrew Elder (Chief Commercial Officer, Guernsey) · Jodi Langlois (Director, Private Wealth) · +8 more

Also Fund administration · Fund formation & structuring · Yacht & aircraft administration

Trust & Fiduciary

St Peter Port·Professional Service·Est. 2015

A fiduciary and corporate services provider, offering private wealth structuring and luxury asset management for families.

Philanthropy

PeopleJonathan Jennings (Chief Executive Officer, Equiom Group) · Marie McNeela (Managing Director, Equiom Guernsey) · Alison Parry (Executive Director, Private Wealth & Family Office) · Emily Trebert (Associate Director, Private Wealth & Family Office)

Also Pensions & employee benefits · Employee benefits · Company administration

Corporate

St Peter Port·Professional Service·Est. 2014

This GFSC-regulated independent asset manager offers private wealth funds as part of its broader fund management services.

Wealth management

Pricing & termsFamily office

PeopleAdrian Harris (Co-founder, CEO Guernsey & Hong Kong) · Sandrine Reynaud (Co-founder, CEO Abu Dhabi) · Dr Robert Brown (Director Guernsey, Head of Compliance) · Mark Burbach (Investment Committee Member) · +9 more

Also Fund formation & structuring · Investment management · Fund management

Trust & Fiduciary

St Peter Port·Professional Service·Est. 2011

This GFSC-licensed fiduciary firm offers family office services, providing comprehensive wealth management and structuring for clients.

Private wealth structuring

Pricing & termsPrivate client · Hni individual · Private individuals · High net worth individuals

Also Tax advisory & planning · Pension scheme administration · Trust administration

Trust & Fiduciary

St Peter Port·Professional Service·Est. 2016

This global financial services group provides family office services, including wealth structuring, for private clients.

Private wealth structuring

Pricing & termsFamily office · Private individuals

PeopleElaine Kennedy (Managing Director) · Nick Slinn (Deputy Managing Director) · Nicola Brown (Client Director, Head of Incentives) · Joshua Kendal (Client Director, Active Wealth) · +1 more

Also Transaction services · Pensions & employee benefits · Tax advisory & planning

Related capabilities

Other capabilities nearby in the graph — the count is how many businesses do each.