PRIVATE CLIENT

We work tirelessly for our clients’ best interests, to ensure total customer satisfaction

Private Client Expertise

Forward Group supports a well designed and administered structure to help support a private client’s objectives. We will work closely with our clients and their advisors at all stages of the wealth cycle to ensure their legacy is protected and safeguarded for the lifestyles of generations to come.

Our expertise ensures that we work with you to provide the solutions to help achieve wealth goals with the levels of high-quality service our clients have come to expect.

Typical clients we support

 

HIGH NET WORTH

Helping preserve wealth and plan a legacy

 

ENTREPRENEURS

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

 

PERSONALITIES

Optimising wealth creation and protecting it for the future

 

BUSINESS OWNERS

Providing reassurances, allowing leaders to focus on amassing wealth

 

EXECUTIVES

Supporting reward and incentive schemes to meet needs and objectives

Our private client services

Family Investment Companies

Bespoke corporate vehicles often used as an effective alternative to other fiduciary structures.

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Foundations

Solutions for those less familiar with the common law concept of trusteeship.

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Intellectual Property

Developing structures to protect the value of your intellectual property, concepts, ideas, brands and imagery.

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Limited Partnerships

Limited partnerships can be an attractive structuring alternative.

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Marine and Aviation

Handling a wide variety of structures and transactions across the aviation, yachting, shipping and offshore supply industries.

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Private Company Holdings

Effective solutions to holding a range of asset types which are popular worldwide.

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Real Estate Investments

Supporting the asset of choice for many wealthy families and investors around the globe.

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Trust Administration

Establishment and administration of trust and company entities through the structure’s lifecycle.

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Contact Us

For more information on how we can help you, please get in touch.

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