PRIVATE OFFICE OVERVIEW

Suntera Private Office provides all the services you would require to set up your own Private Office with the added benefit of our vast experience gained from steering families strategically and carefully through the evolutions of their family life and family business.

We understand that no two families are the same; but we also understand that all families expect the highest quality support so that they can put in place seamless long-term succession plans.

We recognise that international families with significant business or lifestyle assets require support to help them achieve their financial and non-financial goals.  Our multi-jurisdictional and multidisciplinary Private Office team can lay the right foundations and simplify the processes involved in all aspects of family life, business, and wealth management, ultimately removing stress and complexity, and giving families back the time to enjoy making memories together.

Strategically we recognise that there will be a need to consider the next generation of leaders in any family scenario, especially where significant business assets are involved. Our Private Office team are proud to be trusted advisors to families and provide strategic advice, support and guidance to prepare the next generation for their roles in the family business.

We regularly work with our clients current advisors to implement key strategic milestones for families. Our Private Office clients will also have access to our existing global network of advisors that we have built strong relationships with over the years, allowing us to introduce families to the right advisors no matter where they are based globally. Our ultimate goal and focus is to ensure our families receive the right advice.

Our Private Office team act as a concierge to the family to co-ordinate their various trusted advisors to ensure the family wealth and business assets are managed appropriately.

As a Suntera Private Office client you will have access to:

Key Advisor – a senior member of the Suntera Global team who will support your relationship team when strategic decisions are to be made and will offer a fresh perspective on matters, bring their experience of other family scenarios to the boardroom and ensuring the right outcome for the family.

Director – they will be your main point of contact. We recognise that having multiple contacts can often lead to confusion and you will therefore have access to a single individual who will then co-ordinate your family’s requirements with the rest of the Suntera Private Office team, ensuring that work is done at the right level.

• Multifamily Office
• Family Business
• Family Governance
• Family and Business Legacy Planning
• Administration and Support Services
• Specialist Concierge and Lifestyle Services
• Real Estate
• Marine and Aviation
• Philanthropy and ESG

Through our discreet and distinctive integrated approach to wealth, Suntera Private Office is focused on giving our clients comprehensive oversight and management of their personal assets, supporting all aspects of their daily lives through specialist concierge services so that family members can be free to focus on their passions and explore other interests – safe in the knowledge that someone is managing and monitoring the family’s business interests professionally and responsibly through high quality levels of guardianship.

Through our dedicated global teams in the Bahamas, Cayman, Guernsey, Jersey, Isle of Man, Hong Kong, Luxembourg, the UK and US, we offer a global time-zone ‘on-all-hours’ proposition, with highly qualified, dedicated, and friendly experts readily available to offer full-service concierge support.

Our long serving teams really care about our clients and are driven by the personal and direct relationships they have built and hold with every family we work with. We have a long history of supporting families throughout all stages of their growth lifecycle to ensure the most important people in their life are looked after, both now and in the future.