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Family office services

Whether your family runs its own office or has outgrown a handful of separate structures, VG gives you the people, processes and reporting of a family office. You decide where we fit, and we work alongside your team and advisers.

Overview

There are two ways in. With VG Integrated Family Office, we bring your trusts, companies, advisers and jurisdictions together into one connected view, and run it. With VG Family Office Services, your own team keeps the strategy, and we add support for transactions, funds, governance, corporate work and real estate.

Here's where the line sits. VG handles administration, reporting and governance across your structures. Investment management, tax advice and legal advice stay with the firms you choose. We work alongside your executives, lawyers, tax specialists, investment managers and banks. You decide where VG fits.

Both offerings are led by Sheena Huggett, Head of Family Office, within the Private Wealth team led by Wendy Inns. Every enquiry goes to a director.

Two ways to work with us. One team throughout.

If you run a family office, we extend what it can do. If you don't, we give you the benefits of one without having to build it. Families move between the two as they change, and the team stays the same.

  • Your family stays at the centre

    We make your team and advisers more capable, not redundant. Your family decides where VG fits, and how much it takes on.

  • Senior people, close to the work

    Director-led relationships, backed by more than 20 private wealth specialists and the wider VG group when you need them.

  • One connected view

    Trusts, companies, advisers and jurisdictions brought together, so someone always holds the full picture.

  • Built across generations

    Your family's wealth should outlast any adviser's career. Some of the families we work with are now into their second generation with us.

Integrated family office

When a family's affairs outgrow a handful of separate structures, no one holds the full picture. We bring your trusts, companies, advisers and jurisdictions together into one connected view, with the processes to run it: governance, accounting and reporting, succession, property, philanthropy and transaction support.

It's family office capability without a permanent team to build or manage. Use what you need now, and add more as the family changes.

  • Structures in several jurisdictions
  • Several advisers, and no one holding the full picture
  • Generations with different needs
  • Family governance

    Help your family make decisions together, across generations.

  • Family succession

    Pass wealth to the next generation as you intend.

  • Philanthropy and charity

    Giving that lasts, with governance to keep it on purpose.

Family office services

Your team knows the family and its strategy. We add the specialist capability and capacity it needs, without new infrastructure: entering a new jurisdiction, running a significant transaction, adding independent trustees or directors, or extra hands when the workload peaks.

We work alongside your executives, lawyers, tax specialists, investment managers and banks, and your family office stays at the centre.

  • Extra capacity when you need it
  • Independent trustees and directors
  • Transaction and SPV support
  • Fiduciary services

    VG as trustee, director and fiduciary for your structures.

  • Private trust companies and foundations

    Your family's own trustee company, with VG running it.

  • SPV services

    Form and run the special purpose vehicles behind your deals.

Trusts, foundations and private trust companies

The structures that hold a family's wealth: Jersey trusts, foundations, companies and partnerships, and private trust companies and foundations for families who want a seat at the trustee table.

We can act as trustee or director, or as protector or enforcer alongside your existing trustees.

  • Trusts, foundations, companies and partnerships
  • Private trust companies and private trust foundations
  • Protector and enforcer services
  • Trust establishment and administration

    Pass legal ownership of assets to a trustee you trust.

  • Jersey foundations

    A cross between a company and a trust, set up and run.

  • Protector and enforcer services

    Independent oversight that keeps a trust true to its purpose.

Accounting, reporting and administration

Corporate administration, accounting and financial reporting across the family's structures, so the family and its advisers work from the same numbers.

Registered office, company secretarial and statutory filings are handled by the same team.

  • Corporate administration
  • Accounting and financial reporting
  • Registered office and company secretarial
  • Accounting and reporting

    Statutory accounts under FRS 102, IFRS or US GAAP.

  • Company secretarial, registered office and directors

    Keep your company compliant, on record and on time.

  • Limited services and registered office

    Back-office support for sole directors of Jersey companies.

Succession and family governance

Wealth passed on the way the family intends, with decision rules the next generation helps write: succession plans, family charters and constitutions, and councils that meet and keep records.

We work alongside the family's lawyers and tax advisers, who advise on the legal and tax side.

  • Family charters and constitutions
  • Decision-making and reporting frameworks
  • Next-generation engagement
  • Family governance

    Help your family make decisions together, across generations.

  • Family succession

    Pass wealth to the next generation as you intend.

  • Family investment companies

    A private company to hold the family's investments.

Property, investments and transactions

Holding structures for the family's property and investments, family investment companies that separate economic rights from control, and SPVs for transactions.

When the family buys, sells or refinances, the structure is ready on the day.

  • Real estate structures
  • Family investment companies
  • Transaction and SPV services
  • Real estate investment services

    Hold residential and commercial property through a structure.

  • Family investment companies

    A private company to hold the family's investments.

  • SPV services

    Form and run the special purpose vehicles behind your deals.

Philanthropy

Charitable trusts, foundations and grant-making governance, so the family's giving has a clear purpose and the structure to last.

Often the place the next generation first takes a seat at the table.

  • Charitable trusts and foundations
  • Grant-making governance
  • Reporting and compliance support
  • Philanthropy and charity

    Giving that lasts, with governance to keep it on purpose.

  • Jersey foundations

    A cross between a company and a trust, set up and run.

  • Family governance

    Help your family make decisions together, across generations.

Who you’ll work with

Named people, not a department

Talk to us. Wherever you are in the decision.

No pitch. No pressure. A private conversation with the people who'd look after your family.

Where we are

Jersey • UK • Middle East

Frequently asked questions

What is a family office?

A family office looks after a wealthy family's affairs in one place: its structures, administration, reporting, governance and advisers. A single family office serves one family with its own team. VG gives families the benefits of one without building it, or extends the office a family already has.

What's the difference between an integrated family office and family office services?

An integrated family office is for families without their own office: we bring their structures, advisers and jurisdictions together and run the processes. Family office services are for families that already have an office: we add specialist capability and capacity alongside their team.

Can we start with one and move to the other?

Yes. Families can start with either and move between them as they change, including back to a lighter footprint. The same Private Wealth team stays with you throughout.

Do you replace our existing advisers?

No. We work alongside your executives, lawyers, tax specialists, investment managers and banks, and your family decides where VG fits.

Do you give investment, legal or tax advice?

Investment management stays with your investment managers, and legal and tax advice with your lawyers and tax advisers. We look after the structures, administration, governance and reporting, and work closely with them.

Why Jersey for a family's structures?

Jersey has a strong and robust legal and regulatory framework and a tax-neutral regime, and VG has looked after international families from Jersey since 1982. VG is regulated by the Jersey Financial Services Commission, and our Middle East office by the DFSA.