Private Wealth
At Bourse, we are dedicated to delivering tailored wealth management solutions, grounded in a people-centric approach and built on lasting client relationships. Our private client team brings years of experience in managing family wealth, offering bespoke structures that align with your goals.
We understand that each client’s needs are unique. That is why our solutions are never off-the-shelf, but instead are carefully crafted to fit your family’s financial landscape. We take the time to understand not just your objectives but also those of your family, ensuring a truly personalised service.
Our director-led approach ensures that we provide a high-quality service, backed by deep expertise across a range of services. Our specialist teams work to deliver a timely and thorough service, managing trust assets and navigating complex financial structures with confidence.
As an independent firm, we value flexibility and collaboration. We can work seamlessly with your trusted advisors, integrating our solutions into your broader wealth planning. Our long-standing expertise, combined with the strength of our in-house team and professional intermediaries, ensure that we adapt quickly to the changing economic environment whilst maintaining a focus on your long-term success.
Trusts are a powerful tool in wealth management, playing a crucial role in estate planning and ensuring the preservation of wealth across generations. When paired with professional tax advice, trusts can be structured to maximise tax efficiency, often in combination with companies and foundations. They can also be tailored to serve specific purposes, providing flexibility for unique financial needs.
At Bourse, we offer a comprehensive range of trust services, from the establishment of new structures to the ongoing management of existing ones. Our experienced team provide trustee services, working alongside a trusted network of lawyers, tax advisors, and investment managers. This collaborative approach ensures that we deliver a consistently high level of professional service, built on trust and expertise.
In addition to their role in succession planning, foundations are often utilised for philanthropic purposes. When combined with expert tax advice, foundations, alongside companies and trusts, can be structured to support the preservation and growth of wealth, whilst maximising tax efficiency.
At Bourse, we specialise in creating tailored solutions that align with your unique family and charitable goals.
The Bourse team bring extensive experience in administering structures both in Guernsey and across various international jurisdictions. We offer a full range of corporate services, including incorporation, provision of corporate directors, secretarial services, and registered office support. Our comprehensive approach ensures seamless, ongoing support for all your corporate needs, from establishment to day-to-day administration.
Our experienced team specialise in the establishment and administration of Private Trust Companies (PTCs) in Guernsey, working closely with trusted advisors. PTCs are a preferred structure for high-net-worth individuals and families looking to create their own trust company to serve as trustee for one or more family trusts. We strive to ensure these structures are tailored to meet your unique needs.
At Bourse, we recognise that every client’s situation is unique, which is why the smooth operation of a family office requires tailored services and support. With years of experience managing and administering family offices for high-net-worth and ultra-high-net-worth individuals and families, both locally and internationally, our team ensures all aspects of your family’s needs are handled with care. From managing specialist assets to overseeing staff and personal arrangements, we customize our services to fit your lifestyle. With Bourse, you can trust that your family office is in capable hands, allowing you to focus on enjoying the life you choose.
