Family Office

Increasingly, wealthy families are seeking to establish a dedicated office of hand-picked professionals to support the management and administration of the structures that hold the family’s assets.

Carey Olsen has many years’ experience of establishing such arrangements, including in relation to the regulatory and operational issues that need to be considered when setting up in Bermuda, the British Virgin Islands, the Cayman Islands, Guernsey and Jersey.

We understand that each family office is unique and we develop close relationships with our clients in order to understand their specific needs and requirements. We provide a discreet, personal service and are seen as trusted advisers with a deep understanding of the complexity surrounding the legal, business and personal aspects of running a family office.

Our lawyers advise on all aspects of the structures that are administered by the family office, including the use of private trustee entities where members of the family or trusted advisers can sit on the board of the trustee. We can also assist in the preparation of family constitutions and governance documentation to encourage consensus and limit disputes about how wealth is managed in the longer term.

Carey Olsen has extensive experience in setting up family structures to hold private investments, business interests, philanthropic undertakings, luxury assets, property holdings and to administer family interests in order to protect the family wealth for generations to come. 

Our family office services:

• Asset Protection
• Family Office Structuring and Management
• Corporate Structuring and Governance
• Environmental, Social and Governance (ESG)
• Private Equity and Investment Funds
• Philanthropy
• Private Trust Companies
• Corporate Real Estate
• Property Law
• Regulatory
• Relocation Services and Immigration
• Succession and Estate Planning
• Trusts, Wills and Foundations