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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."

Situation

After the successful sale of his business, our client wanted to relocate with his family so that they could spend more time together and enjoy their new wealth. The Channel Islands were selected due to their safe and stable political and economic environment with good connections to the UK and mainland Europe.

Relocation Services

We sourced suitable accommodation for the family, initially renting to allow the family to get to know the island. We handled the required immigration administration and assisted with the registration of personal vehicles. Assistance with the relevant schooling options for younger family members was also provided.

Wealth Planning

We spent time with the client, defining investment objectives and risk tolerance as well as investment restrictions and ethical considerations. Using this information we put together a beauty parade of appropriate managers and encouraged the client to diversify investments across different managers with different styles. We then provided assistance implementing the agreed investment managers and provided ongoing support.

Personal

We encouraged the family to think about generational planning and made sure they had up-to-date wills for each country where they were holding assets. Finally, we ensured that an overview of their information was easy for them to access and understand using Edge.

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
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”

Active Business Executive >
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 >