Private client
A personal service to preserve your wealth and assets


For individual private clients who seek a personal service, we offer multi-jurisdictional estate planning, including private trusts and wills. Our approach reflects our experience as private client advocates for over 100 years. Our emphasis is on quality of service that is both practical, responsive and discreet.

We advise both local and international high net worth clients on how to structure their affairs. Our team has expertise in analysing clients’ individual circumstances and devising suitable solutions which preserve their wealth and assets. For individuals who wish to retain privacy and control of family assets, such arrangements may include the establishment of a private trust or company structure. We also advise on the creation and use of charitable and non-charitable purpose trusts for philanthropic purposes.

We advise individuals wishing to relocate to the Isle of Man on the principles of local taxation, property acquisition, work permit restrictions, and estate planning.

Contact us

If we can help you with any requirements please call us on +44 1624 638300 or email us your enquiry to

See also

Probate & Administration
Trusts & Settlements
Wills & Estate Planning