Family Office services

Solutions for complex needs

We work very closely with families and their professional advisors to design, implement and administer tailored structures for substantial family wealth, to meet the family’s goals and values.

It is essential that structures are robust enough to ensure long-term asset protection and succession planning – but have sufficient flexibility to take account of changing personal, family and business circumstances across different generations


An ongoing conversation…

We enjoy building strong relationships, listening to your needs and goals. We are approachable and understand the importance of privacy and confidentiality in working with wealthy families.

To us, we are part of an ongoing conversation with you and your advisors, helping to plan ahead both strategically and tactically. Our role goes far beyond day-to-day transactional issues.


Flexible partnerships

We are happy to work either with your existing family office, or if desired, to consolidate your global wealth under the management and administration of Bellerive Trust, to enhance operational efficiencies and reduce overall costs.

We can also co-ordinate the selection of service providers, such as investment managers and auditors, freeing up your valuable time for other priorities.


Reporting, accounting and reviews

Family offices can never stand still. Successful management means making decisions in real-time, based on up-to-date information. We provide customised management reporting, including ad-hoc reports e.g. cashflow projections.

We prepare financial statements using international accounting standards if required. We co-ordinate and participate in regular review meetings. We are also very happy to provide educational sessions to help explain the structures, investments, trustee role etc. to other family members or advisers.

Family offices never stand still, and Bellerive Trust uses its skills and experience to add long-term value to our client structures, both around operational efficiency and adapting to meet future challenges

Heath Martorella, Head of Family Office

Find out more about our services from our team

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