Trusts & Family Investments Companies
All of our investments are able to be held in a Trust or Family Investment Company (FIC).
Structuring Wealth for the Long Term
For families with significant assets, the way wealth is structured can be just as important as how it is invested. Trusts and Family Investment Companies (FICs) can play a powerful role in preserving capital, managing tax exposure and supporting inter-generational planning.
Our investments can be implemented within these structures, providing a long-term wealth strategy that stays in step with your family’s values.
Family Investment Companies (FICs)
Family Investment Companies are increasingly used by families seeking greater control and transparency over long-term wealth planning.
When appropriate, a FIC can:
- Create a centralised structure for family assets
- Facilitate long-term investment growth
- Provide flexibility over income distribution and control
Trusts
Trusts can provide a flexible framework for protecting assets, supporting beneficiaries and managing the transfer of wealth across generations.
We work with families to:
- Establish how our investments work within the trust structures
- Advise on investment strategy within trusts
- Coordinate with trustees, solicitors and tax advisers
Our focus is on clarity, control, and stewardship.
A Combined Approach
Trusts and FICs are most effective when considered alongside:
- Personal and family investment portfolios
- Inheritance and succession planning
- Liquidity events and business sales
Our role is to help you see the full picture and to ensure each structure can be utilised into a coherent, long-term plan.