Sanne Group’s private wealth division is built around a team of highly experienced and qualified specialist directors dealing exclusively with the requirements of Sanne’s private client customer base.
Recent experience includes:
Creation of and provision of administration services to two PTCs to act as trustee to a series of multi-generational family trusts established for dynastic considerations to preserve and enhance the wealth of a family based in the Far East.
Appointment as trustee to a series of trusts to hold shares in a family investment company for future generations of different branches of a European family.
Formation of and the provision of services to a Jersey limited partnership to act as a co investment vehicle for a series of trusts for family members of a wealthy European family based in the UK.
Creation of a Jersey foundation and the ongoing provision of services for a family based in the Far East.
Creation of a Jersey foundation established for investment and philanthropic purposes.
Appointment as trustee to a newly created trust, established to hold substantial Russian private equity and pre-IPO investments through BVI and Cyprus holding companies.
Appointment as trustee to a trust to hold substantial investment portfolios, including the consolidation of assets form the closure of existing trusts.
Establishment of a trust to hold a substantial stake in a private company prior to trade sale.
Establishment of trust structures to hold substantial real estate interests, including residential and commercial property and land held for development purposes.