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.
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.