With over 30 years’ experience we work with clients to understand and interpret their needs and wishes to develop bespoke wealth management solutions.
Services
Invicta has an experienced team in structuring and establishing trust-based structures to enable long term stability and planning for the beneficiaries.
Invicta is licensed to incorporate and administer companies.
Invicta is licensed to incorporate and administer companies.
Invicta will work in partnership with your existing advisers and to become a seamless extension of your team in the establishment of a family office to administer and grow your wealth and assets.
Services
Family Offices are usually established as Private Trust Companies or ‘PTCs’.
Equity holdings and business interests can be consolidated within the Family Office structure to ensure that income generated is centralised so that it can be effectively used through further investment and the application of future growth strategies.
Invicta’s team of experienced professionals, together with our network of lawyers, accountants and tax advisers, means we can assist with Real Estate investment and management, from acquisition and ongoing support to rental and sale.
Many wealth creators wish to be philanthropic during their lifetime rather than through one off bequests. Invicta is able to assist in supporting clients’ aspirations and providing an environment where they can support charitable causes and meet their personal objectives.
Licensed by the Guernsey Financial Services Commission, Invicta provides a full-service solution for companies incorporated in Guernsey (as well as other offshore finance centres in combination with trusted partners).
Benefits