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Our Services

Each family office is different and consequently the services we provide are never the same to any two clients.

There for you every step of the way

The JTC Private Office team is able to support family offices at all stages of evolution. Whilst the amount of expertise available globally is unprecedented, keeping track of advisors is often a full time task in itself. We assist clients in obtaining the best and most cost-effective service from independent providers. In turn we support those advisors by ensuring they have all the resources they need, providing coordination where needed to ensure roles do not overlap unnecessarily.

For more established wealth and where advisors are already working in-house, our service evolves to support the wider infrastructure including HR, premises, IT, compliance, communications, CFO functions and administration. We help families ensure their private office operates to the highest levels of professionalism and corporate governance.

Knowledge and Support

As a hub for all administrative matters, we ensure all service partners are working in synergy, as well as optimising services to make sure your plans are executed in the way that benefits you the most.

Data at a glance

Underpinning JTC Private Office is our purpose-built, fully customisable and award winning online platform, Edge.  Easily accessible via an app on any smartphone, Edge provides an oversight of all assets, stores related documents and presents easy to understand governance charts.  Edge is not restricted to holding financial information, with clients having the ability to store things most important to them such as their children’s school results and artwork on the portal.

Our Services

Delivered by us or by appropriately regulated partners (as requirements dictate)

Financial Assets
Cash Equities Fixed Income Alternatives Other Financial Assets
Non-financial assets
Family Business Real Estate Shares in Private Companies Marine and Aviation Lifestyle and Art Other Non-Financial Assets
Business and Family Succession
Business Succession Governance Structures Family Constitutions Participation on Family Committees Succession Literacy and Education Philanthropy Estate Planning
Wealth Management
Consolidated Reporting Manager Selection Investment Monitoring Fee Analysis Cash Management Art Advisory
Trust and Company Services
Trust and Company Administration Private trust companies Virtual CFO Bill payments and banking support Escrows Listings
Support Services
Relocation and Immigration Concierge Document Management IT support and premises Payroll and HR Third Party Due Diligence Compliance Security

"Our family office was basically running off a spreadsheet. We knew that we had to professionalise and properly separate our private and business affairs - but had been putting this off for a while as the task seemed too big. JTC Private Office managed the entire process for us and we are very proud of the new set-up."

Family Office Restructuring