Family Office

At Saffery Trust, the value of your family lies far beyond your wealth. We work diligently to understand your individual and collective ambitions through our family office services.

Our distinctive independent structure allows us to do things differently. Whether providing a full family office service or working in partnership with your existing family or private office, our autonomy allows us to offer completely bespoke services to meet your family’s needs.

We do not shy away from the unique challenges family offices can present, including providing effective solutions when faced with contentious work. Your family will benefit not only from our expertise, but from that of our wider network of specialist service providers.

We have extensive experience and understanding of multi-cultural family offices and the implications on estate matters. This experience includes obtaining a blessing from the Grand Cayman Court for a momentous decision for the distribution of high-value and complex trust assets in accordance with Shari’a Law.

Our understanding of the complex nature of family dynamics, the diversity of motivating factors across generations, and the need for strategic input has earned us a seat at the family table as trusted advisers.

Our role

We’re great at what we do.

Your family is unique. And so are our services. As an independent firm, we have the freedom to do things differently and provide a completely personalised service.

We don’t shy away from challenges. We are highly experienced in mitigating the risks, and tackling contentious issues that inevitably arise in a family office.

Our understanding of the complex nature of family dynamics, inter-generational challenges and the need for strategic input has earned us a seat at the family table as trusted advisors.

Trust

We’re specialists in establishing and managing traditional structures, including trusts and companies, while keeping abreast of how these can be adapted to suit the modern needs of our clients.

From strategic input to decision-making, to the overall position of your portfolio, we go beyond the expected.

Alternative structures

At times, alternative structures to traditional trusts may be more appropriate to meet the needs of a family office. Our experience across a diverse range of alternative structures ensures that we find a bespoke solution that works best for you and your family. More information about our alternative structures is available here.

Investments

We have the autonomy to consider risk. We take the time to explore any asset, structure, jurisdiction or service that you’re interested in.

We deal with marketable and non-marketable investments and appoint and monitor assets on a risk-adjusted basis.

With expert individual and consolidated reporting, we work alongside our global network of specialists to fulfil your agreed investment objectives.

Non-standard assets

We think you should have the freedom to enjoy your wealth, outside the box.

From arts, antiquities, aircraft and yachts to digital assets, hotels and operating businesses, your non-standard asset is our day-to-day expertise.

Philanthropy

We care about what matters to you. By understanding what you care about, we can help you to do good with your wealth in the way you want.

We are experienced dealing with investments within the responsible, sustainable, social and ethical spheres, as well as impact investing, charitable foundations and donations.

Reporting

Our reporting is as bespoke as our service offering. We can carry the heavy load of financial reporting, leaving you with more time and an assurance that your reporting will comply to all legislative requirements.