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People

Big things are happening at Ogier. Change is embedded in everything we do. It is redefining our talent, our ways of working, our platforms of delivery, our culture.

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Expertise

Services

We have the expertise to handle the most demanding transactions. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies means we add real value to clients’ businesses.

Sectors

Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.

Services

We have the expertise to handle the most demanding transactions. Our commercial understanding and experience of working with leading financial institutions, professional advisers and regulatory bodies means we add real value to clients’ businesses.

View all Services

Legal

Corporate and Fiduciary

Consulting

Legal

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Banking and Finance

Corporate

Dispute Resolution

Employment law

Intellectual Property

Investment Funds

Listing services

Local Legal Services

Private Wealth

Property law

Regulatory

Relocation Services

Restructuring and Insolvency

Tax

Employment law

Employment law overview

Intellectual Property

Intellectual Property overview

Listing services

Listing services overview

Restructuring and Insolvency

Restructuring and Insolvency overview

Business Services Team

Business Services Team overview

Executive Team

Executive Team overview

German Desk

German Desk overview

Corporate and Fiduciary

View all Corporate and Fiduciary

Accounting and Financial Reporting Services

Cayman Islands AML/CFT training

Corporate Services

Debt Capital Markets

Fund Services

Governance Services

Investor Services

Ogier Connect

Private Wealth Services

Real Estate Services

Regulatory and Compliance Services

Accounting and Financial Reporting Services

Accounting and Financial Reporting Services overview

Cayman Islands AML/CFT training

Cayman Islands AML/CFT training overview

Corporate Services

Corporate Services overview

Debt Capital Markets

Debt Capital Markets overview

Governance Services

Governance Services overview

Investor Services

Investor Services overview

Ogier Connect

Ogier Connect overview

Private Wealth Services

Private Wealth Services overview

Real Estate Services

Real Estate Services overview

Regulatory and Compliance Services

Regulatory and Compliance Services overview

Ogier Global

Ogier Global overview

Consulting

View all Consulting

Ogier Regulatory Consulting

LexTech - Technology Consultants

Sustainable Investment Consulting

Sustainable Investment Consulting overview

LexTech - Technology Consultants

LexTech - Technology Consultants overview

Business Services Team

View all Business Services Team

Sectors

Our sector approach relies on smart collaboration between teams who have a deep understanding of related businesses and industry dynamics. The specific combination of our highly informed experts helps our clients to see around corners.

View all Sectors

Aviation and Marine

BVI Law in Europe and Asia

CAYLUX

Energy and Natural Resources

Family Office

Foreign direct investment (FDI)

Funds Hub

Private Equity

Real Estate

Restructuring and Insolvency

Sports

Sustainable Investing and ESG

Technology and Web3

Trusts Advisory Group

Aviation and Marine

Aviation and Marine overview

BVI Law in Europe and Asia

BVI Law in Europe and Asia overview

Energy and Natural Resources

Energy and Natural Resources overview

Family Office

Family Office overview

Foreign direct investment (FDI)

Foreign direct investment (FDI) overview

Funds Hub

Funds Hub overview

Private Equity

Private Equity overview

Real Estate

Real Estate overview

Restructuring and Insolvency

Restructuring and Insolvency overview

Sustainable Investing and ESG

Sustainable Investing and ESG overview

Technology and Web3

Technology and Web3 overview

Trusts Advisory Group

Trusts Advisory Group overview

Locations

Ogier provides practical advice on BVI, Cayman Islands, Guernsey, Irish, Jersey and Luxembourg law through our global network of offices across the Asian, Caribbean and European timezones. Ogier is the only firm to advise on this unique combination of laws.

All locations

Beijing

British Virgin Islands

Cayman Islands

Dubai

Guernsey

Hong Kong

Ireland

Jersey

London

Luxembourg Legal Services

Luxembourg Corporate Services

Shanghai

Singapore

Tokyo

News and insights

Keep up to date with industry insights, analysis and reviews. Find out about the work of our expert teams and subscribe to receive our newsletters straight to your inbox.

Fresh thinking, sharper opinion.

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Brochures

Cases

Deals

Events

Guides and factsheets

Insights

News

Newsletters

Podcasts

About us

We get straight to the point, managing complexity to get to the essentials. Our global network of offices covers every time zone. 

About us

Corporate social responsibility (CSR)

Diversity, equity and inclusion

Information security

Innovation

Sustainability

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Family Office

Family Office

ON THIS PAGE

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Contact us

Ogier has a wealth of experience in working with different types of family office, local and international families and providers of family office services in order to meet the diverse needs of ultra-high-net-worth individuals and their families and to understand the challenges facing them. In particular, Ogier has identified the increasing need for ultra-high-net-worth individuals and their families to establish family offices with substance in our jurisdictions.

We can provide practical assistance in relation to the governance of family offices, in particular the role of family members, external consultants and investment advisors in the family office structure, succession issues and generational planning and the creation of soft or hard frameworks to support interaction and communication between the family office, family members and their key advisors.

We can also assist with the legal and regulatory issues involved in establishing new family offices and for existing family offices including financial services regulation, necessary licensing and staffing permissions, anti-money laundering reporting and obligations, and data protection, together with the relocation of family members, family offices and staff to  our jurisdictions and related business set-up, property, immigration and employment matters.

We can provide training to family office administrators to assist with CPD requirements.

Our corporate administration business Ogier Global has a specialist Private Wealth Services team which establishes and governs structures.

Legal services

Employment
  • Staffing permissions
  • Employment contracts
  • Policies and procedures
  • Registration with appropriate authorities
  • Secondment and consultancy arrangements
  • Immigration including work permits and visas
  • Income tax, social security registration cards, insurances
Establishment and structuring
  • Trusts
  • Foundations
  • Companies
  • Limited partnerships
  • Family unit trusts
  • Alternative structures, including cell companies
  • Private trust companies
  • Holding structures for luxury assets
Governance
  • Family charters
  • Multi-generational families
  • Composition of boards by family members and professional advisors
Regulatory
  • Authorisation, licensing and registration of family office entities and advice on available exemptions from regulatory licensing requirements
  • Authorisation, licensing and registration of individuals where applicable
  • Financial services regulation (investment services, funds, trusts and corporate administration)
  • Business licences and staffing permissions including high value residency and licensed status applications
  • Anti-bribery and corruption/avoiding facilitation of tax evasion
  • Anti-money laundering (AML)
  • Data protection/GDPR
  • Policies and procedures
  • Family investment exemptions
Relocations and property
  • Relocations to our jurisdictions –family offices/high-net-worth individuals/employees
  • Business licences including high value residency and licensed status applications
  • Commercial investment acquisitions and sales
  • Commercial leases
  • Residential property
  • Settling into the new jurisdiction
  • Introductions to other advisors and contacts
Estate planning, wills and probate
  • Estate planning advice
  • Probate
  • Wills and codicils

Corporate administration and fiduciary services

Ogier Global family office services
  • Incorporation and establishment of family office structure in line with legal/regulatory advice 
  • MLRO/CO Appointments
  • Data Protection Officer
  • Staff Handbook drafting
  • Annual Employee Declarations
  • Premises
  • Payroll services
  • Full governance services to the family office

Key contacts

Make a general enquiry

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Our team

Headshot of Alex Curry
Simon Goldring
Headshot Sophie Denman
Headshot of Matt Guthrie
Headshot of Matthew Shaxson
Headshot Grace Gao
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Nick Williams Formal

Family Office

"The team go the extra mile, considering all options and assisting with even the smallest of queries"

Legal 500, 2023

Meet the team

News and insights

Read more about Family Office

Upcoming events

Find out more

Related services

Corporate

Local Legal Services

Private Wealth

Private Wealth Services - Ogier Global

Relocation Services

Related sectors

Aviation and Marine

Sustainable Investing and ESG

Trusts Advisory Group

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