Jersey Family Wealth Structure Administration

International family wealth structures often involve trusts, companies, investments and advisers in more than one country. Good administration keeps those moving parts organised.

Jersey has an established trust and fiduciary-services sector, making it a practical jurisdiction to consider where the structure and family circumstances are suitable.

Who this service is for

This service is for individuals and families considering or already using a Jersey wealth structure and wanting the family wealth structure administration handled professionally.

We start by understanding the family, the assets involved and what the structure is intended to achieve before any provider is approached.

What we check before we start

We review the proposed role of the Jersey structure, the people involved, the assets and the information a fiduciary provider is likely to require.

For a Jersey client, source of wealth, source of funds, tax residence and beneficial ownership need to be transparent. Where legal or tax advice is required, it is obtained from appropriately qualified advisers.

What we will do

Coutts Consultants identifies and coordinates suitable Jersey fiduciary or professional providers for the family wealth structure administration and manages the information and document flow.

For a Jersey client, the appointed trustee, administrator or other regulated provider remains responsible for accepting the relationship and carrying out any regulated fiduciary function.

How Coutts Consultants can help

You have one Coutts Consultants contact coordinating the Jersey work and bringing the relevant trust, legal, tax and administration specialists together.

For a Jersey client, we keep the process understandable and organised while ensuring the final structure and appointments remain subject to professional acceptance and applicable law.