Family Office

Today's wealth landscape is evolving fast. While some families are focused on preserving and growing long-established wealth, others are creating new wealth through entrepreneurship, innovation, and emerging industries like AI, digital assets, and technology-driven enterprises. At Avenue Trust Company, we understand both worlds, and bring the experience and vision to serve families navigating this new era.

We help families and family offices design tailored solutions that fit their unique goals and values. There's no "one size fits all" approach: whether you're managing multi-generational wealth, structuring intellectual property such as image rights for global use, or setting up governance to protect the legacy of a newly created business empire, we build frameworks designed to adapt as your family and your ambitions grow.

Our services include, but are not limited to:

  • Management of the family's day-to-day financial and administrative affairs

  • Full-service Family Office solutions, from set-up to ongoing governance

  • Specialist support for entrepreneurs and modern wealth creators, including structuring for intellectual property and global mobility

  • Establishment of:

    • A dedicated family office within ATC

    • Family Limited Partnerships

    • Private Trust Companies

    • Foundations

We also bring insight into digitally focused structures and on-chain holdings, helping families and their advisors understand the opportunities and risks of operating in this fast-changing space. While ATC is not a licensed Virtual Asset Service Provider (VASP), our team stays ahead of regulatory and technological developments to ensure that modern wealth is structured securely and sustainably.

For families who want their wealth to make an impact, we help align investment strategies with ESG principles and opportunities for green investment, building structures that preserve wealth while also shaping a better world.

Whether your focus is legacy, growth, or global mobility, our mission is simple: to give your family the clarity, control, and confidence needed to thrive in an ever-changing landscape.

Frequently asked questions

Is my situation right for a family office, or would a single structure be enough?

A dedicated family office typically makes sense from around £20 to 30 million of investable assets, particularly where the family has operating businesses, multiple investment lines, cross-border members, or an active philanthropic programme. Below that level, a carefully designed trust, foundation, or Private Trust Company often achieves the same core objectives (succession, governance, asset protection) at a fraction of the running cost. ATC's first conversation always starts with the family's objectives and scale, not with recommending the most elaborate option.

What does it actually cost to run a family office through ATC?

Costs vary significantly depending on the scope: a modular engagement providing specific services such as trusteeship, company administration, or IP structuring runs on the published fee schedule. A full-service family office arrangement, where ATC handles day-to-day financial and administrative affairs, governance, and coordination with external advisers, is priced individually based on the complexity and volume of work. A written proposal is provided at the outset so the costs are clear before any commitment is made. ATC's published 2026 fee schedule gives a sense of the building blocks.

Can ATC work alongside advisers we already have?

Yes, and this is how most ATC family office engagements run. The family's existing investment managers, lawyers, tax advisers, and private bankers stay in place. ATC's role is to provide the Guernsey structure and administration that holds everything together, and to coordinate with the existing advisers rather than replacing them. Where the family needs capability in a jurisdiction its current advisers do not cover, ATC can introduce vetted professionals through the BKR International network.

How do you handle governance for families with members in different countries?

Cross-border governance is one of the most common reasons families come to ATC. The Guernsey structure provides a stable legal and administrative home, with a tax-neutral base that does not complicate the tax position of family members living elsewhere. Decision-making is documented and transparent, with clear protocols for meetings, voting, and communications across time zones. For families with complex cross-border situations, ATC coordinates with BKR member firms in the relevant jurisdictions to make sure local tax and compliance requirements are handled correctly.

Can ATC help with a family business, not just family wealth?

Yes. Family businesses sit inside structures all the time, whether held in a trust for succession purposes, owned through a foundation for long-term stewardship, or held via a Guernsey holding company for international investment and expansion. ATC has experience with structuring for operating businesses, including specialist work around intellectual property, image rights, and employee incentive arrangements. The accounting and audit work on the business itself can be coordinated with Lince Salisbury, ATC's sister firm.