Private Client and Family Office Services
As a chartered accountancy firm, we provide high‑quality accounting and financial reporting services to private clients, including individuals, entrepreneurs, and family offices. Our independence enables us to deliver objective, carefully tailored solutions that reflect each client’s circumstances, with a long‑term focus on safeguarding, optimising, and sustaining wealth across generations.
We work closely with a trusted network of specialist advisers in multiple jurisdictions. This collaborative approach allows our clients to benefit from integrated international tax insight, cross‑border technical expertise, and coordinated global advice, ensuring complex affairs are managed efficiently and consistently.
Who We Work With
Entrepreneurs
We support entrepreneurs at every stage of the wealth cycle, from business creation and expansion through to succession planning. Whether acting for an individual or a family with multi generational wealth, we focus on building enduring relationships. Our services are structured around your objectives, providing clarity, continuity, and dependable financial information. You will be supported by a dedicated team, working either directly with you or in close coordination with your existing advisers.
Intermediaries
We work alongside professional intermediaries - including accountants, lawyers, tax advisers, and family office advisers - to deliver coordinated solutions that serve the client’s best interests. Relationships are central to our approach, and we add value whether instructed by you or directly by your clients. Our experience spans trusts and corporate structures, supported by flexible accounting and financial reporting services tailored to your specific mandate.
Family Offices
Family offices are central to the governance, management, and long term planning of family wealth, often overseeing a wide range of financial and personal affairs. This can include investment monitoring, administrative and household support, insurance oversight, legal coordination, trust and estate planning, and tax management. Our accounting services are designed to integrate seamlessly into the family office ecosystem. By placing the family’s priorities at the heart of our work, we help streamline complex structures through accurate, timely, and decision focused financial reporting.
Individuals
We support high net worth individuals with complex asset portfolios, delivering technical expertise that simplifies financial oversight and administration. Our customised reporting solutions consolidate multiple asset classes and investments into a single, coherent framework, improving transparency, control, and overall efficiency.
Our Support Solutions
We partner with established family offices and professional advisers to enhance their existing capabilities where additional accounting support is required. Our flexible model provides access to team of experienced professionals at relatively lower cost than establishing an inhouse accounting team.
With regulatory scrutiny increasing and reporting standards continually changing, private clients face growing complexity in both personal and business affairs. We address this by producing high‑quality, reliable financial reporting underpinned by industry‑leading systems and technology.
Our services are scalable and can be adapted to meet changing needs. Clients are supported by a dedicated accountant and bookkeeper, ensuring consistency, accountability, and a clear point of contact at all times.
Our Core Services
Bookkeeping
Accurate and timely financial records are fundamental to effective oversight. We provide end‑to‑end bookkeeping services, including data processing, account and bank reconciliations, and comprehensive reviews, all maintained to the highest regulatory and professional standards.
Monthly/Quarterly Management Accounts
Up‑to‑date financial information is vital for informed decision‑making. We design and prepare monthly/quarterly management accounts and reporting packs, based on the client’s requirements, that deliver clear, relevant insights in a practical format, supporting both strategic and day‑to‑day decisions.
Annual Financial Statements and Audit Support
We prepare tailored proforma financial statement templates in advance of year‑end and produce statutory accounts from underlying records and working papers. We also manage the administrative aspects of the audit process, by preparing the audit packs and providing the audit support needed by the auditors and also by enabling discussions with auditors to focus on key matters rather than operational details.
Performance Analysis, Budgets and Cash Flow Forecasting
Recognising that each client’s requirements are unique, we develop bespoke reporting solutions aligned to specific objectives. This may include portfolio‑level investment reporting, income and expenditure analysis to support distributions, or cash flow forecasting to inform future capital commitments.
Tax Compliance
We support clients across personal tax, corporate tax returns, GST/VAT returns, corporate tax compliance, liaising with the tax office and ensuring obligations are met while maintaining efficiency across personal and business affairs.
GAAP Accounting
As accounting standards evolve, financial statements may need to be converted from historic GAAP frameworks to current best practice. Our experienced team has in‑depth knowledge of IFRS, UK/US/Lux GAAP, FRS 102 and provides clear guidance to help clients navigate complex accounting frameworks and fulfil all relevant obligations.
Frequently Asked Questions
They manage personal finances, reporting, and compliance for individuals in Jersey with accuracy and confidentiality.
Specialist private client accountants in Jersey offer tailored financial support for individuals and high net worth clients.
It ensures accurate financial control, compliance, and clear reporting for individuals managing wealth in Jersey.
It includes bookkeeping, financial tracking, reporting, and managing personal income and expenses efficiently.
Yes, they need structured accounting to manage assets, investments, and financial reporting accurately.
They manage finances, ensure compliance, and provide clear reporting for better financial control.
They prepare financial data and support tax planning and compliance for individuals in Jersey.
Yes, they track multiple income sources and provide organised financial reporting for complete visibility.
Yes, they help business owners manage personal finances alongside business income and investments.
They organise financial records, provide accurate reports, and support better financial decision-making.