Family Office Services

• Trust Establishment

  Family Offices are usually established as Private Trust Companies or ‘PTCs’.  In a PTC-based structure, a separate company (the PTC) is established by Invicta to act as the Trustee of a new Trust which can have, amongst its board, representatives of the relevant family.  Having these representatives can allow for for the family to retain additional control over the assets that are subject to the Trust whilst Invicta provides the administrative services to allow the PTC to function.

  The PTC can then hold, in its capacity as Trustee, a wide range of assets and perform a wide range of functions, allowing for a family to consolidate its business and wealth in one place without limitation.  In Guernsey, PTCs are able to obtain an exemption from regulation, enabling them to act outside of the normal regulatory regime.

• Consolidation of investments

  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.

• Real Estate purchase and management

  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. 

  As real estate continues to be a popular investment class for our clients and a large proportion of assets may also be a family home, structing your real estate with the necessary tax and regulatory requirements in mind requires expertise and planning.

• Philanthropic activities

  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.  

• Management of Luxury Assets

  Whether you are purchasing a luxury asset as an investment or as a lifestyle purchase you need to plan how these assets will fall into your chosen structure.  Careful planning can enable you to be tax efficient and also maintain the assets value in the longer term.  

  Our extensive international network enables us to provide structures for a variety of luxury assets wherever they are based and ensure they are tax and regulatory compliant.

  We provide services to source such assets and can assist with all aspects of the purchase.  

• Family Governance and succession planning

  Putting in place a formal family governance structure creates clarity and helps manage expectations between family members.  A formal structure generally creates a better future for the transfer and preservation of wealth to future generations. 

  Family governance should be at the heart of any decisions around wealth planning and the structuring of family wealth or business interests. 

  This could take the form of a family charter.  The Charter is not a legal document but following family discussions and decisions it can strengthen verbal discussions and helps to resolve conflict if it should arise at a future time.

  Invicta is able to act as a neutral, trusted party to help establish this governance structure and to ensure it is adhered to.