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Rules, Data, Respect

29 Sep 2022

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Rules Compliance Respect: Meeting the technology and data challenge

28 Sep 2022

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ESG: Tackling the EU Taxonomy

10 Mar 2022

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Holding company structures

Holding companies are at the core of many private wealth structures. Often in place to oversee or control a structure, it can be a key component of your overall wealth solution. Sometimes called an “umbrella” or “parent” company, it must be maintained to the highest standards.

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If you have a holding company at the top of your structure, or one that forms the basis of your family’s wealth structuring, you need to ensure that it’s well managed and its underlying purpose still meets your needs.

Legislations, family dynamics and your goals and aspirations are all subject to change. Whether you already have a holding company, umbrella company or parent company, or if your structure needs one, we can provide you with implementation and management services. We’ve had many years’ experience of managing wealth structures, reviewing and auditing their purpose alongside developing new pathways to reflect changing circumstances. We’re here to help you unleash the potential of your assets and structures.

Our private wealth teams consist of highly qualified trust and corporate professionals, accountants and lawyers. They have access to up-to-date knowledge and systems from around the world and can support you through their vast experience in dealing with family and personal wealth, business succession and asset protection and structuring.

With a presence in over 30 jurisdictions globally, we’re the experts when it comes to ensuring your structures are administered to meet your requirements.

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Why choose us?

Global knowledge

We understand the global and cultural requirements of structures wherever our clients are based


Structures need to be flexible so they can be adapted as your situation change


The long-term goal of any structure is to preserve wealth for future generations

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