Family Office Offshore Solutions

Fiduchi recognises that ‘established’ family offices around the globe often require offshore structuring solutions. Our professionals understand the various levels of the complexity and requirements that each ‘established’ family office and their clients’ demand. Because of our independent and trusted approach, our clients are reassured that their interests are safeguarded and at the heart of everything we do!

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Support ‘Established’ Family Offices

Our aim is to work with, and support ‘established’ family offices, whether they are a single or multi-family office. These family offices are based globally, from the UK, UAE to Hong Kong and beyond.

Whilst clients have developed a trusted relationship with their ‘established’ family office, often offshore services are required, which the client’s family office are unable to facilitate directly. This is when the Fiduchi Family Office team can help. We aim to work with the ‘established’ family office to support their clients’ offshore needs.

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Global clients - individual requirements

Fiduchi's independence means we can tailor our offshore solutions and services to benefit the needs of each established family office. Working with them, their clients, and advisors to understand the complexities and structuring requirements, we can advise on the most suitable pragmatic solution for them.

Increasingly, some of the offshore solutions we oversee tend to be more complex, often involving private trust companies with international assets and investments with multi-generational family members spread across the world. We also work with the client’s ‘established’ family office to assist with implementing a family charter if appropriate.

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Understanding your needs - Offshore Solutions

The term “family office” can have different meanings depending on who you talk to in the finance industry. For Fiduchi, we have no single model or defined term either. However, we are not aiming to provide ‘direct’ family office services but instead ‘support’ established family offices around the globe by providing the offshore structure for their clients’ needs.

Fiduchi’s dedicated Family Office team provide offshore structures to a small number of family offices where there tends to be more day-to-day contact and involvement with the relevant advisors. Fiduchi is aware of the need to provide an exceptional level of service in order to maintain the integrity and trust of the relationship between the established family office and their clients.

Services we can provide

Trust establishment and administration;
Company establishment and administration;
Trustee, Director and Protector services;
Bookkeeping, Accounting and Financial Reporting;
Cash Management and Bank Account administration;
Compliance Monitoring, FATCA & CRS Reporting;
Private Trust Companies;
Charitable Trusts and Foundations;
Fund services; and
Yacht services.

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Easy Onboarding

Onboarding of your data to our online platform is easy regardless if you choose a fully-managed or self-service in-house solution. By making the switch to our platform, you can upgrade from having to manage your share plan data on complicated spreadsheets. Plus, to make the process as simple as possible, our experts will assist you every step of the way and we also provide helpful guides.

Global Compliance

For businesses who opt for our fully managed solution, our platform is able to deal with each business’s unique requirements. When it comes to dealing with exact legal and regulatory issues, our platform will be able to automatically determine the actions required for each award or vesting, specific to the country in which the company operates. Therefore minimising the risks and allowing full compliance from a legal and regulatory position.

Data Security

Our platform uses the highest standards to protect the valuable data and assets we hold on behalf of our clients. Our platform provider has a team of in-house cyber security and IT professionals to protect our system and carry out security audits, due diligence, penetration testing and to oversee potential threats. They are fully regulated, accredited and certified by a range of statutory and non-statutory bodies including the US Department of Commerce’s Privacy Shield.

Branded User Portal

Our platform can be branded to match your company’s own brand, therefore becoming a professional extension of your employee benefits. You can set role-based access and let your employees and shareholders log into their own online branded share platform anytime, anywhere and see exactly what shares they have and how much they are worth. They can also easily accept grants, exercise options, calculate potential pay-outs and more.

Find out more - Call us >

Testimonials

"Thank you very much for your professional assistance (and patience) in helping us transfer our shares and assets into the new Trust. I know that it has taken longer than expected. Still, your professionalism and continued support have helped us achieve the desired outcome."

Chairman and CEO

"My sincere thanks for the assistance you have provided the advisory committee by coordinating directly with the charity to formalise an agreed donation plan."

Private Client (Charity)

"Many, many thanks for your hard work and speed at setting up our client's Private Investment Company in just 24hrs! Your flexibility and communication throughout the whole process have been appreciated, and the feedback has been tremendous......

Thank you."

Major UK Law Firm

"Thank you, everyone, for delivering this significant re-structure to our family assets and within a very tight timeframe.

Great to get this finalised!"

Mr. C - Private Client

"We consider Fiduchi an important strategic partner of ours. Over the years they have proven themselves to be professional and extremely thorough. Combined with this professionalism, they are always a pleasure to deal with and we are pleased with their service levels."

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Mr. P.E, Managing Director, W Ltd.

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Mr. P.E, Managing Director, W Ltd.

“I am very impressed with the professionalism and efficiency Fiduchi Limited demonstrated during the establishment of our employee benefit trust. They coordinated the process seamlessly and provided us with valuable advice and guidance to ensure compliance with our regulatory and legal responsibilities. Throughout my engagement with the team, I have found them to be approachable and easy to work with.”

Mr. P.B. FE Ltd.

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Mr. P.E, Managing Director, W Ltd.

Mr. P.B. FE Ltd.

"Thank you for helping us with the establishment of our real estate fund."

Startup Fund Manager

"Thank you so much for helping my client register their vessel with the Red Ensign Group and all the other advice and support you provided!"

Trusted advisor to Yacht Owner.

"Fiduchi's yacht team provides a first-class service! In particular with assisting us with our crew banking requirements and payroll services. Whenever we need assistance, they are just a phone call away!"

Superyacht Captain

Want to know more about our Private Client services?

Our experienced Private Client and Family Office teams are here to answer any questions you may have. With a wealth of knowledge and expertise, they will be able to advise you on right solutions to meet your needs. You can rest assured that core to the Fiduchi principles are how your interests should best be met.