Structuring for Family Offices

As a provider of Fiduciary structures to sophisticated international Family’s we recognise the importance of delivering our services not only in a confidential and professional manner but also by tailoring the way in which we deliver these services to best meet the Family’s needs and circumstances.

The core of the Family Office is typically the Private Trust Company (“PTC”), usually in the form of an overlying holding company for the Family’s assets.  Underneath this, a number of entities can be held ranging from trusts to holding or trading companies to special purpose vehicles, depending on the nature of the assets concerned, for example trading businesses, investment holding companies, real estate, yachts or aircraft.

In the Isle of Man, a PTC does not need to be licensed as a regulated entity provided that it does not hold itself out as carrying on the business of a trustee and that it only provides trustee services to a specified trust or related trusts. This compares favourably with many other jurisdictions.

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