Working in Partnership to Preserve and Enhance wealth with Integrity
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.
With over 30 years’ experience working with high-net-worth individuals and their wider wealth, we are well-versed in the provision of solutions to such individuals and their families to provide an anchor managing and enhancing their wealth and personal needs.
Independently owned, Invicta is not tied to any institution and can respond to clients’ needs with agility and decisiveness. Invicta has a strong network of international partners to complement its sophisticated service offering.
Knowledgeable in Guernsey law and the island’s regulatory framework, our experienced qualified team provides solutions with integrity and understands the needs of multi-generational families, their aspirations and expectations.
Invicta appreciates one solution does not fit all.
Through extensive experience and technical knowledge Invicta provides bespoke structuring and support. Working with Invicta’s family office, our clients benefit from an enhanced governance structure and the benefits of this include reduced risk, specialist advice and reduced costs.
Family Office Services
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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.
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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.
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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.
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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.
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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.
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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.
