Family office services

76 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 Peter Port·Professional services·Est. 1970

This independent, privately owned firm, established in 1970, is dedicated to providing comprehensive family office services to high-net-worth clients.

Philanthropy (inferred from the source page) · Private wealth structuring (inferred from the source page)

Pricing & termsFamily office

Also Company administration · Trust administration · Investment management

Trust & Fiduciary

St Pierre du Bois·Professional services·Est. 2022

This boutique trust company, established in 2022, specialises in family office services for high-net-worth individuals.

Business Consultants

St Peter Port·Professional services·Est. 1995

This investment consultancy specialises in family office services, offering advisory and multi-family office support.

Charity investment monitoring (inferred from the source page)

From their website

Family office advisory (inferred from the source page)

Multi-family office services (inferred from the source page)

Also Investment oversight & monitoring · Management accounts · Due diligence

Corporate Services

St Peter Port·Professional services·Est. 1999

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

Private wealth structuring (inferred from the source page) · Philanthropy (inferred from the source page)

Pricing & termsFamily office

PeopleJames Tracey (Managing Director) · James Christie (Director - Client Relations, Funds & Corporate) · Ronan Morrison (Director, Funds & Corporate) · Nicola Green (Client Services Director, Funds & Corporate)

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

Fund Administration

St Peter Port·Professional services

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

Private wealth structuring (inferred from the source page) · Philanthropy

Pricing & termsSports and entertainment · Family office

PeopleSara Le Page (Governance, Risk and Compliance Director) · Chris Le Page (Head of Client Delivery, Corporate and Fund Services) · Julie Page (Associate Director)

Also Fund administration · Tax advisory & planning · Accounts preparation

Corporate

St Peter Port·Professional services·Est. 2016

This professional services firm, part of the ZEDRA Group, specialises in family office services, alongside fund management and administration.

Wealth management · Private wealth structuring (inferred from the source page)

Pricing & termsUltra high net worth · Family office (inferred from the source page)

Also Investment management · Governance advisory · Fund management

Corporate Services

St Peter Port·Professional services

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

Private wealth structuring (inferred from the source page) · Philanthropy

Pricing & termsFamily office

PeopleGreg Kok (Managing Director, Guernsey) · Andrew Elder (Chief Commercial Officer, Guernsey) · Jodi Langlois (Director, Private Wealth) · Sam Ozanne (Director, Private Wealth) · +1 more

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

Private Banking

St Peter Port·Professional services·Est. 1976

This international bank offers family office services, including wealth management and structuring, as part of its private banking provisions.

Private wealth structuring (inferred from the source page) · Philanthropy (inferred from the source page)

Pricing & termsFamily office principal

Also Investment management · Retail banking · Corporate & institutional banking

Fund Administration

St Peter Port·Professional services·Est. 1969

HIGHVERN, a fiduciary and fund administration firm, offers family office services, including wealth structuring and philanthropy.

Private wealth structuring (inferred from the source page)

Pricing & termsFamily office

From their website

Philanthropic interest management (inferred from the source page)

Also Fund administration · Fund formation & structuring · Transaction services

Corporate

St Peter Port·Professional services·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

PeopleSandrine Reynaud (Co-founder, CEO Abu Dhabi) · Dr Robert Brown (Director Guernsey, Head of Compliance) · Mark Burbach (Investment Committee Member) · Anson Chau (Director Hong Kong) · +3 more

Also Fund formation & structuring · Investment management · Fund management

Specialist Insurance Services

St Peter Port·Professional services

Formerly Generali Worldwide

A GFSC-regulated life insurer and employee benefits provider; wealth management for multinational organisations is one of its services.

From their website

Wealth management for multinational organisations and internationally mobile individuals (inferred from the source page)

Also Employee benefits · Life assurance

Related capabilities

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