What We Offer

Family Office

Family Office Expertise

Independent support for families and family offices

We provide discreet, flexible support to families managing complex financial and non-financial affairs. Our services are tailored to each family and can include wealth structuring, succession planning and the administration of private trust companies.

The world is a smaller place and we find members of high net worth and ultra-high net worth families live in multiple locations and time zones, resulting in the need for a tailored and discreet administrative support framework to help the management of financial and non-financial needs.

We offer a holistic service and take time to listen to the family story, traditions, aims and aspirations. The Forward Private Office will work closely with the family and trusted advisers to create a solution that is bespoke to the individual needs and goals. Our role is to offer more than just asset management and become a valued resource allowing you to focus on the things that you value the most.

Related Services
Charity Philanthropy
Private wealth structures, including trusts, companies and foundations, are regularly used to give effect to long term charitable and philanthropic objectives.
Fiduciary Services
Provision of trustee and director services to achieve long term goals of its clients.
Private Trust Companies
Offering high net worth clients an effective governance framework with their own corporate trustee.
Family Business Succession
Supporting wealth structures ensuring effective planning and continuity of ownership in relation to family business interests.
Luxury Assets
Supporting the required considerations with the purchase of luxury assets and careful structures of ownership.
Wealth Structuring
Helping the most discerning families administer and structure their private wealth.

What our Clients Say

“Justine I just wanted to thank you for this Herculean piece of highly professional work before the weekend. I’ll review thoroughly Monday morning and respond.”
“Mr X was very complimentary about you personally (really appreciated your proactivity) and Forward Group mentioning he regarded you/FG as being significantly better than other TCSPs he had engaged with.”

FAQs

What is a private trust company (PTC)?

A PTC is a bespoke company set up to act as trustee for a single family's structures, giving the family more direct involvement. Forward supports the administration of PTCs in Jersey.

What fiduciary services does Forward provide for family offices?

Forward provides trustee and director services designed to help families achieve their long-term structuring and succession goals.

How does Forward support family business succession planning?

Forward supports wealth structures that ensure effective planning and continuity of ownership for family business interests across generations.

Can Forward help structure ownership of luxury assets?

Yes. Forward advises on the considerations involved in purchasing luxury assets and structures ownership appropriately.

What is involved in wealth structuring for a family office?

Wealth structuring covers the administration and structuring of private wealth for high-net-worth families, tailored to their specific goals and circumstances.

Ready to move forward?

Talk to our team today and let's move forward together, with clarity and confidence.

Get in touch