Fedelta

Family office

a different class of provider

When it comes to managing and protecting family wealth, Fedelta can offer a bespoke solution in step with the needs and aspirations of the family.  Fedelta offers stability and longevity in how we manage family affairs, and we are now in the third generation of many of our family clients.

Fedelta is able to use different types of structuring, such as hybrid companies or private trust corporations, to provide family members with the comfort that comes from retaining control over their assets. For more information on trust planning and our full range of financial solutions, contact us today.

Family Office

A family office can be an independent legal entity set up to run a family's affairs. It can be family run or involve a network of advisors who can supervise the family's investments. A family office provides strategic planning services, including developing assets, minimising tax and managing succession planning.

The continuity of management they provide can generate cost savings and help separate a family’s domestic affairs from its business interests.

Private Trust Corporations

The Isle of Man, unlike many other jurisdictions, allows a company to act as a private trust corporation without requiring a licence, so long as it does not offer its services to the public. This rare opportunity provides a convenient half-way step to the establishment of a true family office, and is particularly useful for clients who wish to observe Sharia Law whilst retaining the benefits of professional trust services.

Confidence in Tradition