What We Offer

Private Clients

Private Client Expertise

Protecting wealth across generations

We work closely with clients and their advisers to establish and administer structures that protect family wealth and support long-term succession plans. This may include trusts, foundations and family investment companies, depending on each family’s circumstances and objectives.

Our combined expertise of over a century, and the high-quality service that our clients have come to expect, ensures that we work with you to provide the solutions you need to help you achieve your wealth goals.

Related Services
Family Investment Companies
Bespoke corporate vehicles often used as an effective alternative to other fiduciary structures.
Foundations
Solutions for those less familiar with the common law concept of trusteeship.
Limited Partnerships
Limited partnerships can be an attractive structuring alternative.
Trust Administration
Establishment and administration of trust and company entities through the structure’s lifecycle.
Marine and Aviation
Handling a wide variety of structures and transactions across the aviation, yachting, shipping and offshore supply industries.
Private Company Holdings
Effective solutions to holding a range of asset types which are popular worldwide.
Intellectual Property
Developing structures to protect the value of your intellectual property, concepts, ideas, brands and imagery.
Real Estate Investments
Supporting the asset of choice for many wealthy families and investors around the globe.
Our Clients

Proud to Support

High net worth clients

Helping preserve wealth and plan a legacy

Entrepreneurs

Protecting hard-earned wealth for the present and years to come

Business Owners

Providing reassurances, allowing leaders to focus on amassing wealth

Executives

Supporting reward and incentive schemes to meet needs and objectives

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 trust and how is it administered?

A trust separates legal ownership of assets from the people who benefit from them, usually for succession or asset protection. Forward provides day-to-day trust administration on behalf of trustees.

What is a family investment company?

A family investment company is a bespoke corporate vehicle often used as an alternative to a trust for holding and passing on family wealth.

What is a Jersey foundation and how does it differ from a trust?

A foundation is a separate legal entity that combines features of a trust and a company, and can suit clients less familiar with common law trust concepts.

Can Forward hold real estate investments within a structure?

Yes. Forward supports structures that hold real estate, a popular asset class among wealthy families and investors globally.

What is a limited partnership used for in private client structuring?

A limited partnership can offer an attractive structuring alternative for private clients, often used alongside or instead of trust and company structures.

Ready to move forward?

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

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