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MAPLES GROUP

Family Office Solutions

With great wealth, comes great freedom – and even greater complexity. The same freedom that can afford the modern family access to unique opportunities can also often significantly complicate its affairs, particularly where family members and assets are located around the world. A family’s estate planning strategy must be both dynamic and sophisticated, customised to the individual’s lifestyle and the varied personal, cultural and financial needs of each family member.

The Maples Group provides legal expertise, specialist trust and fiduciary services, and award-winning portfolio analytics and reporting to international ultra-high-net-worth individuals, traditional family office businesses and multi-national family offices and their related investment structures in all major markets and time zones.

Our Key Services

Our dedicated team is comprised of highly skilled lawyers and professionals with experience across a range of relevant practice areas and disciplines, working with some of the world’s largest private businesses, individual private clients, institutional trustees and other fiduciary service providers on matters concerning all types of private wealth trusts, commercial trusts, estate planning structures, trusts and fiduciary arrangements and trust litigation.

Utilising proprietary technology, we offer a modern, comprehensive yet highly personalised suite of services to support family offices, regardless of the complexity of the arrangements or the diversity of the asset base. Our seamless offering allows us to work closely with family offices to ensure that individual trust and investment arrangements are optimally structured, comprehensively and regularly reviewed, and professionally managed, and that our clients are provided expert advice and realistic choices.

Our Service Offering includes:

  • Trust and foundation formation;
  • Legal and structuring advice;
  • Private trust, investment and holding company formation services;
  • Structures for family company or business;
  • Family constitutions;
  • Resident and relocation services;
  • Due diligence; and
  • Regulatory compliance guidance.
  • Act as trustee to private family trusts, business shareholding trusts, philanthropic trusts and private trust company shareholding trusts; and
  • Provide management and administration services to private trust companies, family limited partnerships, foundations and private investment funds.
  • Ownership structures;
  • Sale, purchase and local registration; and
  • Security and other general matters.
  • Facilitate integration with fund managers, prime brokers and custodians and support implementation of a Strategic Relationship Agreement (“SRA”) programme.
  • Automate reconciliation tools to help ensure data consistency and integrity;
  • Provide access to independent market data vendors for verification of valuations, corporate action events and security master data;
  • Conduct independent performance and fee calculations for all elements encompassed within complex SRA contractual agreements; and
  • Provide customisable and intuitive reporting that consolidates data from multiple structures into meaningful information.
  • Bookkeeping; and
  • Multi-asset accounting services.

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The following articles and materials provide more information on our family office solutions.

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