Wealth and Family Offices

A private trust company can give a family a dedicated institutional trustee platform, but it introduces governance, regulatory, substance and succession responsibilities that must be actively maintained. Entry type: Knowledge articleField: Private Wealth and Family Office ServicesLast reviewed: 24 August 2026

An investment policy statement converts an investor's objectives, constraints and governance arrangements into a durable framework for portfolio decisions, oversight and accountability. Entry type: Knowledge articleField: Private Wealth and Family Office ServicesLast reviewed: 24 August 2026

Family governance creates legitimate forums, rules and decision processes through which a family coordinates ownership, wealth, enterprise and relationships across generations. Entry type: Knowledge articleField: Private Wealth and Family Office ServicesLast reviewed: 24 August 2026

Wealth structuring coordinates legal ownership, control, succession, tax, investment and fiduciary administration across the entities and jurisdictions through which family wealth is held. Entry type: Knowledge articleField: Private Wealth and Family Office ServicesLast reviewed: 24 August 2026

A family office is an organizational platform through which a family coordinates investment, ownership, governance, administration and intergenerational continuity across complex financial and personal affairs. Entry type: Knowledge articleField: Private Wealth and Family Office ServicesLast reviewed: 24 August 2026