Grow and Protect Wealth Across Borders

Explore the benefits of Jersey’s private wealth solutions for US families and advisers, providing trusted, tax-neutral structures for cross-border planning, asset protection and succession.

Graphic image of the globe, centred on the US, with straight lines overlaid on the globe, splaying out from the centre of this region to the rest of the world

Jersey private wealth solutions for families and advisers

Jersey has more than 60 years of expertise delivering private wealth management from trusts and estate planning to succession and foundation structures.

Regulated trust company businesses in Jersey offer vast expertise and experience in establishing and managing tailored structures for private clients.

Families and advisers benefit from a stable, well‑regulated environment that simplifies compliance, balances strong governance with wealth protection and provides certainty even during economic uncertainty. Jersey is a leading centre for family offices with solutions tailored to the complex needs of multi‑generational wealth.

Protect and grow client wealth across generations

Advisers can offer families flexible trusts, foundations and succession structures that secure long-term wealth, preserve legacies and provide peace of mind.

Strong governance and regulatory clarity

Jersey’s stable, well-regulated environment and alignment with global standards like FATCA and CRS give advisers confidence in compliance and clarity when managing complex cross-border wealth, allowing them to focus on strategy and client outcomes.

Expert support and global networks

Regulated trust company businesses provide specialist knowledge and tailored services, giving advisers practical guidance, insights and connections to deliver sophisticated solutions for their clients.

Benefits of Jersey for private wealth

Jersey offers a wide range of wealth management services to help families and advisers plan, protect and grow wealth across generations.

Trusts: Jersey has more than 60 years of expertise delivering private wealth management from trusts that provide flexible, long-term structures for preserving and growing wealth across generations, including comprehensive succession planning and multi-jurisdictional structuring to support cross-border clients
Foundations: An innovative foundations law has led to the growth in the number of Jersey Foundations. Their flexibility means a foundation can be created for purposes which are charitable, non‑charitable or a mixture of both, and they offer infinite duration and robust governance

Companies and limited partnerships: Advisers can use Jersey companies and limited partnerships to hold and manage assets within a secure legal framework, tailored to clients’ investment strategies and family governance needs
Family office services: Jersey has established itself as a leading centre for family offices, providing a stable, well-regulated environment with deep expertise and access to experienced professionals across legal, fiduciary and investment disciplines, supporting advisers with multi-jurisdictional planning
Sustainable finance: Jersey’s private wealth ecosystem supports families integrating sustainability into investment strategies while maintaining robust governance and long-term wealth protection

Jersey’s expertise in trusts and family offices gives advisers the confidence to protect and grow wealth across generations.
Philip A. PireckiJersey Finance Lead in the Americas

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