--- title: Private Wealth date: 2026-10-08T16:30:00+01:00 author: "jonny@ipopdigital.com" canonical_url: "https://www.bestwickrussell.je/services/private-wealth-family" section: Services --- Let’s talk about your plans. [Book a call with Greg. ](/contact) ![](https://www.bestwickrussell.je//assets/images/Team/BestwickRussell_23_09_2026-5981_2026-10-22-090602_xblj.jpg) A complete private office, under one roof. Personal tax, investment vehicles, family companies and their administration, all handled in-house under our own trust company licence. ![](https://www.bestwickrussell.je/dist/images/fallback/logo-icon-green.png)Your affairs stay with senior people who understand what private wealth calls for. Nothing is passed down the line, and discretion runs through everything we do. ![A professional talking with a colleague outside an office](https://www.bestwickrussell.je//assets/images/Team/BestwickRussell_23_09_2026-6099.jpg) The BestwickRussell approach Most families of means have advisers in several places. We are the ones who bring the accountancy, the tax and the structures under one senior relationship, working alongside your trustees, lawyers and wealth managers, and looking ahead so decisions are made in good time. You get the capability of a trust company, held at senior level, without the fees or the distance a separate one usually brings. [Speak to Greg ](/contact) Where wealth, family & structures meet. ## As wealth grows, so does its complexity. We keep private wealth and family structures organised, connected and properly looked after. Our **services** are below. 01 ### Wealth & succession planning Looked after now, **handed on with intention.** We hold your financial position in one view, your personal tax, investments, property and structures, so decisions are made early and in context. When it comes to passing wealth on, we help you plan it carefully. [Talk to us](/contact) 02 ### Private investment vehicles & SPVs Every structure, **under one licence.** We form, administer and account for your private investment vehicles, family investment companies and SPVs, all in one place. [Talk to us](/contact) 03 ### Personal financial management **A concierge** for your financial life. A discreet service for individuals and families with more to manage than time allows. We take on the paperwork and correspondence, keep your affairs in order, and coordinate with your other advisers. As hands-on as you need, in person when it helps. [Talk to us](/contact) 04 ### Trust accounting Trust accounts trustees **can rely on.** We prepare trust accounts to the standard trustees and beneficiaries expect, accurate, on time and clearly presented. We work alongside your trustees as the accountancy arm, without disturbing the existing arrangements. [Talk to us](/contact) 05 ### Family office accounting The accounting arm your **family office can lean on.** We take on the ongoing accounting, compliance and reporting for family offices, attending as often as needed with consolidated, accurate reporting across the structure. [Talk to us](/contact) 06 ### Administration support services The engine room, **run for you.** Every family office carries a layer of administration that keeps the structures running. We take it on. Through BR Secretaries Limited, we handle the entity administration, statutory registers, filings and registered office, run properly and to time. [Talk to us](/contact) ![](https://www.bestwickrussell.je/dist/images/fallback/banner-eg-bg.jpg) Looked after for this generation, and the next. Frequently asked questions Your questions, answered. The questions we are most asked about managing private wealth in Jersey. [Speak to Greg ](/contact) **How is this different from your personal tax service?** Personal tax is the return and the planning behind it. Private wealth work sits above that: it coordinates your tax, structures, investment vehicles, residency and off-island interests as a continuing relationship that runs through the year. It is the difference between filing a return and having someone hold all of it and keep it consistent. Many people who come to us have gathered three or four advisers over the years who have never spoken to one another. **How does this compare to using a trust company?** We can form and administer structures, companies and private investment vehicles, in-house under our own licence. A trust company can form and run your structures, but the accountancy and tax usually sit elsewhere, which means more fees, more handovers and more people who each see only their part. We hold the structures and the accountancy together, so one senior team sees the whole of it. **I already have a wealth manager or trust company. Why would I also need a Jersey accountant?** Your wealth manager or trust company typically is not handling your Jersey tax filings, your personal return, or the accountancy side of any structures you hold. We work alongside them as the Jersey accountancy and tax piece, not as a replacement. **Can you handle both the family office and the family's personal affairs?** Yes, and there is real value in one firm doing both. The personal and the structural sides interact constantly, and holding them together means a decision on one is made with the other in view. **What size or type of family do you work with?** There is no single profile. We look after individuals, couples and families across several generations, from those with a single structure to family offices running many. What they share is enough going on to want it held in one place and handled by senior people. **What does personal financial management include?** It is a service shaped around you and your individual needs. It goes beyond the tax and the accounts, tailored to what you actually need, whether that is managing the flow of paperwork, collecting it from your home, staying on top of correspondence, or making sure nothing in your financial life is left unattended. It suits families who spend long periods off-island or are here only seasonally, giving them someone on the ground keeping everything in order while they are away. You decide how much we take on, and we fit around you from there. **Can you help with passing wealth to the next generation?** Yes. We look at your position early and plan ahead, so wealth passes on deliberately and in good time, with the tax and the structures considered together. We work alongside your lawyers on the legal side, holding the accountancy and the numbers. **Can you review arrangements someone else has already put in place?** Yes, and it is a common reason people come to us. We take on families whose affairs were set up elsewhere, review what is in place, tell you honestly where it stands, and fix what needs fixing before looking after it from there. Private wealth accountants in Jersey Wealth tends to outlast the plans made for it. We help families keep theirs up to date, from one generation to the next. We help families keep theirs working, from one generation to the next. ![](https://www.bestwickrussell.je/dist/images/fallback/logo-icon-green.png)Our team includes specialists in property and investment holding structures, and in complex personal tax. ![](https://www.bestwickrussell.je/dist/images/fallback/card-eg-business-owners.jpg) Individuals Personal tax, planning and advice for your own finances. [More info ](/services/individuals) ![](https://www.bestwickrussell.je/dist/images/fallback/card-eg-moving-to-jersey.jpg) Businesses Accounts, tax and financial support for your business. [More info ](/services/business) ![](https://www.bestwickrussell.je/dist/images/fallback/card-eg-individuals-private.jpg) Relocation to Jersey [More info ](/services/relocation-to-jersey) ←→