Family Office

Family Office

We support family offices globally with a wide range of solutions, whether defining and implementing a long-term governance framework, establishing and administering succession planning and wealth management structures, or helping with relocation and residency requirements.

They are a leading international organisation with a huge network and stellar client base.

Chambers & Partners High Net Worth Guide, 2019

I have had the pleasure of working with Trident Trust for several years now and have been continually impressed with their expertise, professionalism and commitment to clients and partners alike. The team at Trident Trust is able to meet the increasingly complex needs of UHNWIs by offering sophisticated multi-jurisdictional structures. Their ability to work with HNW clients with multifaceted estate planning needs is evident.

WealthBriefingAsia Awards, 2023

I’m very fond of Trident. They have a presence all over the world. I’ve sent clients to them, we have a very good relationship.

Chambers & Partners High Net Worth Guide, 2016

Our Family Office Services

Governance

Working with specialist industry leading partners we are able to assist with the architecting of a new family office, or review of a current family office set-up. We work with families to establish clear long-term goals, and design governance, decision-making processes and an operational framework that align together to achieve them.

Wealth Structuring

We support both single and multi-family offices with our global suite of professional trust and corporate services, establishing and administering structures ranging from corporate structures to support the day-to-day investment and operational functions of a family office, to tailored trusts designed to protect the family’s wealth as it transitions from generation to generation.

Private Funds

Our combination of private client and fund administration expertise enables us to assist family offices with the formation and ongoing operational management of lighter touch private investment funds in a range of jurisdictions, as well as vehicles that share some of the characteristics of a fund but are not subject to full collective investment vehicle regulation.