When it comes to managing the complex and diverse asset portfolios of ultra-high-net-worth individuals (UHNWIs), flexibility is not a luxury — it’s a necessity.
In a recent feature by Spear’s Magazine, our Country Head for Guernsey, Kerrie Le Tissier, along with Rupert Pleasant from Guernsey Finance and Greta Pender from Collas Crill Trust and Corporate Services, discuss why Private Trust Companies (PTCs) and Private Trust Foundations (PTFs) are becoming the preferred structures for ultra-high-net-worth families managing succession planning, asset protection, and long-term governance.
“These structures give families the ability to curate their own board of experts,” says Kerrie. “Whether it’s investment professionals, property advisers or family representatives — the right people are at the table, and the risk is shared.”
This is especially vital when trusts hold not just investment portfolios, but a mix of private equity, operating businesses, luxury assets or philanthropy-focused funds.
At HIGHVERN, we’re proud to support UHNW clients with tailored fiduciary services that balance control, flexibility, and regulatory confidence.
