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Active Business Executive

"JTC has been a lifeline keeping my personal affairs in order at a time when I only had time to think about my business. I was able to bring them in to help me with areas of my business when extra administrative support was needed"

Situation

A long-standing client is an active business executive, having founded a successful private equity business that saw exponential growth over a number of decades ahead of an Initial Public Offering (IPO).

Fiduciary Services

Running this business, our client found herself too busy to provide significant oversight to her family’s financial affairs. A tax lawyer was engaged to make sure her asset holding structures were appropriate for her upcoming liquidity event and we worked with the lawyer to implement the relevant structures.

Corporate Services

JTC Private Office provided support through the listing process to prepare relevant documentation and ensure deadlines were met.

Philanthropy

We worked with the client to create a charitable structure and introduced philanthropic advisors to create a bespoke strategy for philanthropic giving and management of charitable projects.

Concierge

With homes in Europe and North America we provide our client with ongoing travel arrangements including aviation services and property management.

Edge

We uploaded details of the client’s new asset holding structure onto her Edge portal so she could see different parts of the structure to identify what was being held where. We ensured that copies of wills were available for each country where she had assets. Key manuals (TV, burglar alarm, microwave) for each of the family properties were also uploaded.

Please get in touch to find out how JTC Private Office can benefit you.

Rebecca Bettany
Director - JTC Private Office
rebecca.bettany@jtcgroup.com

Profile
Family Office Restructuring

“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 >
Profile
Family Business Sale

“Deciding to move country was a big decision for us. Thankfully JTC took care of all the logistics, leaving us with time to make friends and enjoy our new lifestyle.”

Family Business Sale >