Templewood provides asset structuring, trust services and investment opportunities to ultra-HNWIs and family offices.

As part of our trust and asset services, we provide generators and custodians of significant private wealth with advice, execution and management services with regards to sophisticated, compliant structures, often delivered through an on-shore solution.

Specifically, we provide services related to the incorporation, management and administration of private family trusts, offshore holding companies, private foundation and private trust companies, the last of these being a particular speciality.

We provide advice and practical solutions to individuals dealing with succession, wealth transfer and operating family businesses, as well as any number of other issues.

Our in-house expertise in the areas of strategic advice and operations, as well as our partner relationships, mean that we are able to call upon recognised industry experts, whenever necessary.

We also are able to offer our clients the ability to leverage the considerable expertise of our investment strategy managers. Every deal that is sponsored by our investment teams is offered, in part, to our clients. They see vetted and approved institutional-quality dealflow and are able to invest alongside our expert teams, without the necessity of investing through a fund structure. Of course, the majority of the opportunities we show to our clients are off-market.

For more information or to contact the private wealth team, please click here.