Fiduciary Services
Provision of trustee and director services to achieve long term goals
Establishing a structure to hold family wealth is one of the most important things our clients may have to do and securing the services of a company that can be trusted to act in the best interests as trustee, directorship or other fiduciary position is essential. This is where the team at Forward Group can help, building trust and working together to achieve the desired outcomes.
What Guides Forward
Our team is best placed to help support those requirements and the following considerations are at the heart of our core values and company ethos:
Independence
Forward educates clients on the distinctions between institutional, private equity-backed, and truly independent trustees. As an owner-managed firm, we act free from conflict or external influence—offering continuity of service and alignment with clients' long-term objectives.
Accountability
As a regulated Jersey trustee, Forward is committed to operating transparently and cooperatively. Our trustees and directors understand their legal responsibilities and are personally accountable for meeting the high standards expected of them. We ensure those standards are maintained in line with both client expectations and regulatory requirements.
Integrity
Acting professionally and with the utmost integrity is essential. Forward ensures that our conduct—delivered in a friendly, personable manner—is always underpinned by discretion. We remain focused on fulfilling the objectives of every structure while maintaining compliance with governing documents and the law.
Experience
We believe that those overseeing structures must be confident in managing complexity, including cross-border matters and a broad range of asset classes. Having grown from an accountancy firm, and with three Chartered Accountants among our directors, we bring real-world insight that sets us apart from most fiduciary businesses.
The Forward Approach to Trusted Fiduciary Relationships
- Professional trustee or co-trustee
- Protector, enforcer or council member
- Corporate or personal directors
- Directors to the boards of Private Trust Companies
- Locally resident trustees and directors
- Robust governance and economic substance
- Commercial experience in a wide variety of industries
Key Contacts
Ready to move forward?
Talk to our team today and let’s move forward together, with clarity and confidence.
