For Family Offices
Structures for families across generations.
Single-family-office set-up, governance frameworks, succession structures and the day-to-day fiduciary operation across the jurisdictions where your wealth actually sits.
Our view
A family office has needs of its own.
They are their own discipline. The structure that works for the founding generation often fails the second, and the structure designed for two siblings rarely survives the addition of three spouses and seven grandchildren. So we design a family office with the next three generations in mind, not just the current principal.
What we solve for families
Four questions we work through with families.
- 01
Should we be a single or multi-family office?
The answer depends on the size and complexity of the family's assets and on what the family wants to control directly; a multi-family office is often the better fit for smaller or simpler estates. We model staffing, technology, governance and tax-residency considerations for both.
- 02
Where should the holding vehicle and the family sit?
UAE, Switzerland, Monaco, Singapore, Liechtenstein, Cayman: we model jurisdiction-of-the-family separately from jurisdiction-of-the-assets.
- 03
How do we transfer to the next generation without losing the structure?
Trust, foundation, reserved-power and protector mechanics. We draft the family charter in plain English and the legal documents to back it.
- 04
Who runs it day-to-day, and on what budget?
Outsourced fiduciary, in-house executive, or hybrid: we cost each model and operate the structure ourselves where the family prefers.
Services
The services these clients use most
Each can be engaged on its own, or combined with others as one matter.
- Family office advisorySingle- and multi-family office set-up, governance and operations across jurisdictions.Typically 8 to 20+ weeksTypically 8 to 20+ weeks
- Trusts and foundationsDiscretionary, fixed-interest, purpose, and reserved-power trusts. Panama and Nevis foundations.Typically 3 to 8+ weeksTypically 3 to 8+ weeks
- Fiduciary and compliance coordinationIndependent directors, AML programme design, economic substance and middle-office coordination for offshore structures, delivered through licensed counterparties.Live within 2 weeksLive within 2 weeks
- Tax residency planningTax residency planning with the statutory criteria documented, for moves to the UAE, Monaco, the Cayman Islands and elsewhere.Typically 4 to 12+ weeksTypically 4 to 12+ weeks
- Private and hedge fund set-upPrivate equity, venture and hedge fund vehicles in Cayman, the BVI, the Bahamas, Luxembourg and the UAE, with the manager's licensing, compliance and service providers arranged around them.Typically 6 to 12+ weeks for formationTypically 6 to 12+ weeks for formation
- Gold and bullion storageAllocated, segregated bullion storage in non-bank vaults across four continents.Typically 1 to 2+ weeksTypically 1 to 2+ weeks
- Real estate structuringReal estate held through vehicles that lenders, registries and tax authorities accept.Typically 4 to 8+ weeksTypically 4 to 8+ weeks
Where we work
Jurisdictions these clients use most often
We work with formation agents, banks and local counsel in each. We can look at others too.
Jurisdictions
Residence and citizenship
- UAE Golden VisaResidence. AED 2M, typically 1 to 2+ months.
- Malta Permanent ResidenceResidence. Contribution, property or lease, and fee, typically 4 to 6+ months.
- Switzerland Lump-SumResidence. CHF 250,000/yr tax, typically 3 to 6+ months.
- Monaco ResidenceResidence. From €500,000 deposit, typically 3 to 6+ months.
Minimum investments and timelines are indicative and set by each government.
Questions
Common questions
Do you take on existing family offices, or only set-up?
Can you handle the legal, tax and banking, or do we still need our own?
Confidentiality across multiple advisors: how does HPT handle it?
Who we work with
Other clients we advise
Founders
Fintech and payments
Professional advisers
Crypto and Web3
iGaming
Real estate
Yachts and aircraftNot listed here?Tell us about your matterWe do not give legal or tax advice in jurisdictions where we are not qualified to do so; where needed, we coordinate local counsel and tax advisers.
Citizenship and residence programmes are subject to government due diligence and approval. We do not guarantee approval.
Fees agreed in writing before work begins. Where a bank or provider pays us for an introduction, we tell you before the introduction is made.
See also what we will not do and prohibited and restricted matters.
Next step
Tell us about your matter.
A short application tells us what you need. We aim to reply within 48 hours. The first step is a diagnosis of where you stand today.