Family Offices

Filter Categories
Filter Authors
Sort By 

What is a Family Office? ‘Family office’ is a term that is now used extensively by a number of financial organisations including major banks, hedge funds, asset managers and others. In essence the term refers to the provision of ...

On the 22nd March we took the decision to close all our offices due to the Covid 19 pandemic and all staff started working from home. To date the Isle of Man has had no confirmed cases of Covid for over a month now and as such lockdown ...

Digital Onboarding

5th June 2020

Digital onboarding is something that many companies have had to adapt to over the last couple of months. But even prior to lockdown it was clear that clients are increasingly interacting with financial institutions digitally, through ...

In general terms, a Private Trust Company (“PTC”) is a special purpose vehicle established to act as trustee of a family trust or several related trusts. The board of directors of the PTC controls it and as such can direct the ...