Private Wealth

Jersey has more than 50 years’ expertise in delivering private wealth management, trusts and estate and succession planning, and the popular foundation structures.

Jersey is proud to offer a robust, modern and sophisticated legal framework, enabling it to lead the way in delivering private client services, vital to the health of the finance industry worldwide. These range from simple trusts and underlying company structures for UK families, to high value and more complex structures involving trusts, companies, limited partnerships and foundations for international families.


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The establishment of ‘virtual’ family offices for ultra-high net worth families are also available and are likely to grow in popularity in the future. This is also true for structures for corporates looking to establish suitable and innovative arrangements for supporting and rewarding staff and providing for their retirement.



Jersey is the leading jurisdiction globally for trusts, with a pedigree in the field of administering trusts since the 1960’s, and an ongoing focus on maintaining the highest regulatory standards both now and in the future. Both charitable and non-charitable ‘purpose trusts’ are typically formed, which can also cater for objects that may fall outside the strict legal definition of what is charitable but which are clearly altruistic in nature and intent e.g. ecological, infrastructure or research causes.



An innovative foundations law has led to the growth in the number of Jersey Foundations. The structure is attractive because of its infinite duration, capacity, clear and transparent registration with the Jersey Financial Services Commission, the flexible composition of a foundation’s ‘council of Members’ and the safeguard of the ‘guardian’, ensuring the council of Members pursue the foundation’s stated objects.

Their flexibility means that a foundation can be created for purposes which are charitable, non-charitable, or a mixture of both, with approximately one third being used for philanthropic purposes.


Experience and Expertise

Jersey holds 1,282 members of the worldwide membership for STEP. This is clearly reflective of the wealth of experience and expertise offered by Jersey’s highly skilled financial service providers, who work together to provide a world-class infrastructure, giving an unparalleled and positive welcome to businesses and investors alike.

Put Simply


Key Facts
  • Jersey has £400 billion in trusts established by private individuals (Source: Capital Economics 2016)
  • Since their launch in 2009, Jersey Foundations have become increasingly popular with 364 foundations formed*
  • The Society of Trust and Estate Practitioners (STEP) Jersey boasts 1,282 members** - one of the largest branches of STEP globally
  • Jersey Finance hosts an annual private wealth event which attracts leading practitioners in this field

*Statistic correct as at June 2018 (Source: JFSC)

**Statistic correct as at July 2018 (Source: STEP)