hawksford for private clients · of corporate governance to looking after your wealth, while...

Hawksford for Private Clients

CORPORATE | PRIVATE CLIENT | FUNDS

Private Client services

We build long-term, meaningful relationships, founded on a real understanding of what matters to you, now and in the future. This enables us to protect and nurture your wealth for generations.

We know that you value expertise, experience and total discretion. Providing wealth structuring solutions for more than 60 years, Hawksford is a trusted partner. Our respected private client professionals based in Asia and Europe have significant expertise in creating trusts, companies, foundations and other structure.

Acting directly for you and working with your advisers as part of a coordinated team, our experts preserve, protect and nurture wealth. We also specialise in providing services for multigenerational families and meeting the administration needs of owner-managed businesses.

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‘‘ 20 years ago our clients were looking for personal service – and despite being increasingly globally mobile and based in multiple jurisdictions, they and their families are still looking for that personal approach, delivered by specialists who fully understand and implement their objectives.’’Michael Powell, Private Client Director

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Finding a trusted professional partner who can provide a personal service can be a challenge. This is exactly what we have built a reputation for providing to clients over many years.

Let us help you

However complex your goals and objectives, we will help you achieve them. Those new to the process are guided every step of the way. We look after you in the same way as we diligently protect your assets.

Wherever their global base, our qualified private client specialists work closely with colleagues in corporate services and funds as one international team, providing seamless support. We are regulated to provide trust services through Jersey and Singapore and have a distinguished reputation for providing trust company services to clients in the Middle East, particularly for those seeking asset protection.

Regardless of what your prized assets are or where they are located, be it a luxury yacht in Cayman, an art collection in Europe or a property portfolio spanning many countries, we can manage and protect these for you and for future generations.

We focus on taking away the burden of regulatory, financial and tax compliance, corporate governance and reporting obligations, so you can focus on enjoying your wealth.

Our services include: ■ Trust, Company and Foundation Administration

■ Family Office

■ Private Trust Companies

■ Succession Planning for families and their businesses

■ Executor, Wills and Probate

■ Philanthropy

■ Tax and Accountancy Services

■ Property Services

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With you and your family for the long term.

We want to build a lifetime relationship with our clients by ensuring that they receive the highest quality service each and every time they interact with us. Acting directly for you and working with your advisers as part of a coordinated team, Hawksford is expert at preserving and enhancing wealth.

A dynamic management group leads the dedicated, qualified and professional private client team. The well-established team boasts experts from multiple sector backgrounds including lawyers, accountants and trust professionals. Many of our clients and families have worked with us for generations and our long-term relationships are backed up by our high client retention rates.

“ I have known Vicky for some-time now as a professional with a positive outlook, having the capacity to excel and innovate with infinite capability and to find solutions to complex problems. More-over, she impresses me by her sincerity of purpose, clarity of thinking and the desire to achieve excellence in her pursuits. She has been a great asset to our team.”Client of Hawksford

How we deliver on our promise.Hawksford operates in well-regulated and respected jurisdictions. We constantly review our approach to the design and management of structures in light of ever-changing regulation. This ensures we are ahead of the curve and offer you a solid framework for moving forward. Put simply, robust governance is a fundamental part of our service standard.

Absolute discretion is key, and something we place huge importance on. Hawksford engages robust and reliable systems, processes and people.

Transparency with you, particularly when we have been charged with protecting your valued assets, is a priority for us. This commitment to transparency ensures you have absolute clarity in your affairs. We promise a very personal approach.

Working with you

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For the entrepreneurIf your preference is for control, we can accommodate you. Many business owners and entrepreneurs considering the next stage of their wealth journey will favour retaining some control of their estate. We’ve helped many successful entrepreneurs with fast-growing and privately held companies to find a blend of personal oversight and dutiful trustee administration which meets their needs and protects their assets.

“ We seek to build long-term partnerships with our clients and, in doing so, truly understand their needs and the challenges they face. Having strong teams across Asia and Europe allows us to deliver on our high standards of client excellence.”Darren Kelland, Global Head of Private Client


Services you want

Trust, Foundation and Company Administration.An established structure ensures the protection of assets and can provide continuity of benefits to family members across generations. Our solutions include:

■ Discretionary trusts

■ Life interest trusts

■ Settlor-directed trusts

■ Reserved power trusts

■ Managed trust companies

■ Sharia compliant trusts

■ Foundation administration

■ Bespoke Family Office services

■ Pre-IPO Structures

■ Unit Trusts

Family Office Confidentiality and flexibility are core attributes of our family office offering. We understand that every family has unique needs and different affairs. Our respected team will apply the core principles of corporate governance to looking after your wealth, while developing a framework which evolves and flows as your family’s needs change and investments develop.

Private Trust CompaniesThere are significant benefits to establishing your own Private Trust Company (PTC), which can serve as trustee of all your family trusts. Confidentiality, cost efficiencies, succession planning and greater levels of control are the primary drivers for our clients who choose to establish a PTC. We can set up the PTC and provide all administration and reporting services, tailored to you and your family’s specific requirements.

Succession Planning Our team works with you to protect your wealth for the long term, and see that it is passed to future generations. Working with clients across the globe, we administer structures for extended families, managing often complex, cross-border asset portfolios, and working with clients and their advisers through tax or regulatory matters. You spend your working life building your wealth with great care and enthusiasm. With a proper plan for succession in place, we ensure that wealth is accumulated, preserved and protected for future generations.

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“ James is extremely personable and empathetic to client objectives. He achieves that close nexus with clients whilst at the same time being diligent to meet the legal and regulatory framework requirements for the administration of robust trust, foundation and company structures.’’Client of Hawksford

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PhilanthropyWe provide trusteeship to various charities, from small local foundations to multi-million-pound international charitable organisations. Our involvement ranges from managing the trust assets or researching appropriate charitable beneficiaries, to visiting worldwide projects in order to monitor progress.

Executor, Wills & Probate Our team of dedicated professionals, with many years’ experience in carrying out the role of executor and the administration of estates, is focused on providing a specialised service. Some of the ways we can help include:

Wills: Will preparation in accordance with the laws of Jersey and of England and Wales

Curatorship and Power of Attorney: ■ Advice on cross-border structures to safeguard your estate against the risk of physical or mental incapacity

■ Professional curatorship and attorneyship services

International Estate Planning: ■ Advice on worldwide estates, including achieving successful outcomes in the event of complex multi-jurisdictional matters

■ Advice and implementation of post-death, tax-saving and asset protection strategies

Executorship, Probate & Estate Administration:

■ Fixed fee for Jersey fast track probate service for British estates

■ Preparation and submission of applications for probate in Jersey, Guernsey, Isle of Man and England & Wales

Tax and Accountancy ServicesAlongside accounting and bookkeeping services, we assist with the tax compliance process and engage with a network of advisers to look after filing and tax obligations. Our extensive network of tax professionals provide technical advice, whilst we ensure that in-house knowledge stays up-to-date, so we are aware of the current topics to facilitate discussions.

Property Related ServicesMany of our clients have significant interest in property including both commercial and residential. Our property team provides guidance on the most appropriate type of structure to hold. We work with you and your advisers to ensure that you receive a specialised all-round service and that the structure is managed in a way that best suits your requirements.


It’s not about us, it’s about what you want to achieve

The complexities of being a globally mobile individual or family are ever increasing. Fast-paced changes in regulation and changing political environments play a part. Fortunately, we have a long history and solid reputation for thinking beyond tomorrow. We constantly review the bigger picture, wider context and longer-term goals so that we can guide you.

Wherever you areOur clients are globally mobile. But wherever you are in the world, your ambitions remain ours.

Global: With clients in 115 countries, Hawksford has the experience and expertise to manage requirements in any jurisdiction.

We use all forms of structure and relationship, bringing to bear the skills of our international offices and the particular structures available in different jurisdictions.

Resourced: Hawksford is a powerhouse of both the East and West with a strong presence in Europe and Asia. We have staff, resource and networks to ensure that wherever you are you have access to support in your own time zone.

Networked: We can draw on considerable expertise from our worldwide legal, tax and accounting networks.

Delivery-orientated and focusedWorking with Hawksford means that you don’t have to worry about the timeline, delivery or budget of a project or transaction – we are delivery-oriented.

Clients come to us because they know we can provide the high levels of service they are looking for, at a competitive price and in a timely manner. Our team is incredibly capable and always explores every option for you.

We don’t accept that a transaction or structure has to be designed and delivered in a particular way. We use our industry expertise to consider all possibilities, ensuring we are acting in your best interests. Even if that means recommending an alternative route to the one first considered.

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Intelligent thinkingHawksford’s team is experienced, highly qualified and multilingual. Our culture is a balance of enthusiasm, ambition and entrepreneurialism. Empowered to apply these qualities, we deliver intelligent and creative solutions.

We are specialists. You are paired with the best team to suit your needs. We invest heavily in our people, who are highly qualified professionals in their chosen fields, be it law, accountancy or trust.

“ Michael is rightly held in high esteem within the private client industry for his technical knowledge and the proactive dedication he shows his clients and their structures. His extensive knowledge and thoughtful approach to client issues combined with his legal background are a winning combination.”Client of Hawksford


“ Julian is a Trustee whom I would never hesitate to introduce to a client. He is a fantastic listener, really takes the time to understand his clients and their requirements and seeks to go above and beyond to ensurea client is well advised.’’Client of Hawksford

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Value that is recognised

■ Trust Company of the Year, Citywealth Magic Circle Awards 2019

■ Trustee of the Year by Citywealth Magic Circle Awards 2019 – Darren Kelland, Global Head of Private Client

■ Runner up as Family Office of the Year at Citywealth Magic Circle Awards 2019

■ EPrivateClient Top 25 Trust Company 2019, 2018, 2017, 2016, 2015

■ Shortlisted for ‘Independent Trust or Fiduciary Company’ in the Wealthbriefing European Awards 2019

■ Shortlisted for ‘Probate Provider of the Year’ at the British Wills & Probate Awards 2018

■ EPrivateClient Top 50 Most Influential Practitioners - Darren Kelland (2018), Michael Powell (2017)

■ Shortlisted for Wealthbriefing’s Independent Trust Company of the Year for the GCC Region in 2016 and 2015

Our award-winning teams are recognised by peers and industry bodies for our technical skills and impeccable client service.

Some recent award wins include:


Values you can trust

Collaborative Working together to solve problems and overcome obstacles, building rapport and relationships with every interaction. We ensure every interaction is meaningful and productive, putting you at the centre of everything we do.

ExpertOur rich experience and technical expertise is blended with an entrepreneurial attitude. Being creative and agile in looking for ways to help our clients, is always underpinned by the foundational rigour that comes from being specialists.

ConfidentWe are confident in our understanding of your business and its needs. We take time to fully understand your business, goals and priorities, helping you to turn opportunities into reality.

TrustedTrust is the ultimate measure of success. We understand the importance of our role in helping you achieve your objectives and strive, in everything we do, to be transparent and worthy of the trust you place in us.

We work hard to maintain and share a culture that you, your advisers, our staff and our shareholders can be proud to be a part of.

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Who to contact

For more information or to get in touch, email [email protected] or visit hawksford.com

JerseyHawksfordHawksford House15 EsplanadeSt HelierJersey JE1 1RBT: +44 1534 740000

SingaporeHawksford Trust Services Pte Ltd16 Raffles Quay #32-03Hong Leong BuildingSingapore 048581T: +65 6222 7445

Not all services are available from each jurisdiction in which we operate. Please contact us for more information.

Hawksford for Private Clients 2019 for Private Clients 2019 for Private Clients 2019

Hawksford is regulated by the Jersey Financial Services Commission and the Monetary Authority of Singapore for trust company business.

www.hawksford.com

Thinking beyond tomorrow

hawksford for private clients · of corporate governance to looking after your wealth, while...

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