Private Wealth

In Jersey, we offer a modern and sophisticated legal framework, enabling us to lead the way in delivering private client services vital to the health of the finance industry, worldwide.

These range from simple trusts and underlying company structures for UK families, through to high value and complex structures working with trusts, companies, limited partnerships and foundations for international families.

The establishment of ‘virtual’ offices for ultra-high net worth families are also available, as are structures for corporates looking to support and reward staff.

Trusts and foundations

Jersey is the leading jurisdiction globally for trusts, administering them since the 1960s

An innovative foundations law has led to the growth in the number of Jersey Foundations. The structure is attractive because of its infinite duration, capacity, clear and transparent registration with the Jersey Financial Services Commission.

Their flexibility means that a foundation can be created for purposes which are charitable, non-charitable, or a mixture of both, with approximately one third being used for philanthropic purposes.

Family offices

Over the last decade, Jersey has seen a significant increase in the number of family offices, not only establishing on-Island, but also migrating to Jersey from other jurisdictions.

Jersey has established itself as a leading centre for family offices, offering a stable, well-regulated environment with deep expertise in private wealth management. Whether supporting single or multi-family offices, Jersey provides a comprehensive ecosystem of legal, fiduciary, investment, and advisory services tailored to the complex needs of wealthy families.

With its forward-thinking regulatory framework, strong governance standards, and global connectivity, Jersey continues to be a trusted partner for families seeking to preserve and grow their wealth across generations.

Islamic private wealth management

WAQF, Jersey trusts and foundations

Jersey trusts provide strong support for generational wealth planning, whether for family groups or for charitable and philanthropic institutions in the Gulf region. This is due to the similarity between Waqfs and trusts, together with our jurisdiction’s international reputation for trust management.

This offering works well with the Jersey Foundation. Introduced in 2009, the Jersey Foundation provides high-net worth individuals in the Gulf with a positive alternative to trusts. It holds wealth in a forward-thinking structure designed to allow greater control, ensuring that everyone benefits.

Tokenisation

Tokenisation is making alternative investments more desirable and accessible to high-net-worth (HNW) individuals.

Research by EY Parthenon reveals that in terms of asset allocation, HNW investors are projected to allocate 8.6% of their portfolios to tokenised assets by 2026. Jersey’s role in this exciting space is growing. We have created an online hub to bring together all of our insights and resources, including podcasts, case studies, webinar recordings and research, as well as information on related upcoming events. Explore our tokenisation hub for essential insight and learn about Jersey’s expertise in virtual assets, token issuance, tokenisation platforms and structuring for the securitisation of real-world assets.

Philanthropy

Our positive reputation, wide range of structures and forward-thinking expertise sets us apart as an industry leader in philanthropy.

Jersey’s trust law means we can adapt a range of structures to focus on philanthropic objectives, all offering a degree of flexibility. Our charitable trust is a particularly attractive option. For altruistic, but not directly charitable, objectives (including humanitarian, research and ecological causes), our non-charitable trusts are ideal structures. The Jersey foundation has become a popular alternative to the trust structure. A foundation can be created for charitable or non-charitable purposes, or a mixture of both.

As well as flexibility, foundations have additional appeal:

• They offer infinite duration
• They’re clearly and unambiguously registered with the Jersey Financial Services Commission
• Their council of members structures are flexible in terms of composition
• They provide a ‘guardian’ safeguard, making certain that the council of members maintain a clear charitable focus

In fact, Jersey Foundations are now so popular that more than 460 have been established since their launch in 2009. Around a third of these are set up for philanthropic purposes.

Jersey’s Charities Law

Jersey’s Charities Law, which is also open for the registration of charities in Jersey, is modern and sophisticated, and caters for the needs of small local charities, as well as global philanthropic enterprises. The frameworks provided by the Law are unique and flexible, while they provide appropriate levels of governance and accountability.

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