Family Office

As Family Offices have grown in popularity, profile and size, they have emerged as an entirely new class of investor filling the gap between private clients and institutional investors. HIGHVERN works with families to enhance single and multi-family offices as well as providing outsourced family office solutions, all bespoke and tailored, ensuring families receive a service they truly value.

Using HIGHVERN to deliver some or all of your family office needs will deliver operational and cost efficiencies. We act with the utmost level of confidentiality and operate a thoughtfully designed solution to order and organisation family financial and administrative affairs. The objectives of the family remain core to our service design, as we work with families and trusted advisers to understand the family vision and purpose of the wealth. Our services evolve with the changing needs of the family, planning smooth successions, providing financial protection, and taking into account jurisdictions in which the family reside now and in the future.

OUR CLIENTS

We have been working with clients for over fifty years providing the solutions, expertise and high quality service to management their family wealth.

High Net Worth

Wealth planning for HNW clients requires a detailed understanding of the many complex legal, tax and reporting issues involved, alongside the long term goals for their wealth.

International Families

Many wealthy families are becoming ever more international as wealth transitions to the next generation. This brings a need to plan carefully, ensuring cross-border compliance.

Family Businesses

Ensuring that ownership of a family business is carefully structured and maintained in order to preserve value is of critical importance in any wealth succession plan.

Business Leaders

Ensuring an effective ownership structure is in place is crucial when setting up any new enterprise, looking to raise capital or exit. Designing incentives & rewards to meet individual needs and objectives is also key.

Single/Multi Family Offices

At some point, especially when needing access to specific expertise, all single and multi family offices need to consider working with trusted partners in support of their own offering.

Private Capital

Private Capital is becoming an increasingly important source of funding for many venture capital projects but choosing the right partners and undertaking the right due-diligence is key.

“I have rarely seen and worked with a provider so dedicated to its clients and advisors. You do this with a skill level, attention to detail and investment understanding that is certainly at the very highest in the industry.”

London-Based Asset Manager

OUR BROCHURE