Family Office Case Study – The Offshore Trustee

Saffery Champness Guernsey works in partnership with a number of family offices by providing resource, administration, management and strategic and operational expertise in Guernsey with family offices based elsewhere, typically London. For example, we work with a substantial Middle Eastern client with a dedicated family office located in London, with custody and banking arrangements primarily in Guernsey and Switzerland.

Saffery Champness works in partnership with the family office, which deals with the entire affairs of the principal, to provide strategic input and administrative support. All the client's global investment assets are managed by Saffery Champness and held within a trust structure – comprising commercial and residential property, hotels, hedge funds, private equity, fixed interest investments and various businesses.