We support families, entrepreneurs, and their offices wherever they may be in the evolution of their wealth creation and succession journey, in line with their values and goals. This can take the form of robust governance, day-to-day administrative support, or specialist asset support. We tailor our services and structures to meet the changing demands of private wealth structuring, succession and management.
Governance
- Establishment and administration of foundations, trusts, companies, partnerships, family investment companies, private trust companies, private trust foundations, private pensions, private funds, Shariah-compliant entities, and other bespoke structures
- Establishment of family frameworks and governance regimes
- Provision of Professional Directors and Trustees
- Company secretarial services
Succession
- Charitable and philanthropic solutions
- Wealth transition services
- Next generation protection and mentoring services
- ESG solutions
- Governance
Reporting
- Board meetings and minutes
- Compliance reporting
- Tax reporting
- Consolidated multi-asset class monitoring and reporting
- ESG reporting and support services
- Executive incentivisation and reporting
- Luxury asset management
- Customisable portfolio monitoring and reporting technology
Asset administration
- Bank account support
- Bookkeeping, accounting, financial statement preparation
- CFO services for Family Offices
- Directorships
- Full administration and monitoring
- Payment processing and treasury services
- Private Office lifestyle management services
Reputation
Jersey continues to be a leading independent international finance centre with a proven track record of over 60 years at the forefront of global finance, supporting a wide range of products and services. It’s recognised for setting high standards that attract global businesses and families. Jersey has won 19 International awards in the past five years.
Regulation
Jersey has a robust and well-respected regulatory framework that ensures transparency and stability. This has been acknowledged by independent assessments from world leading bodies, such as the IMF and MONEYVAL.
Substance and expertise
With almost a quarter of local professionals employed in finance, the qualified level of expertise available continues to develop along with the depth and breadth of services and products available.
Tax neutrality
Jersey’s tax-neutral status and competitive tax regime make it an appealing location for structuring and managing assets.
Legal system
The local legal framework provides both certainty and adaptability, providing support to our finance industry and making sure that it remains flexible and attractive for both domestic and international markets.
By choosing to partner with IQ-EQ Jersey, you can benefit from access to our local and global expertise, tailored solutions and commitment to excellence while leveraging the advantages of a jurisdiction geared towards ease of business with a leading global reputation.
Contact us today to learn more about our comprehensive private and institutional services.
