Private Client

For over 50 years, Dixcart has been providing private client. Originally established as a trust company, the Group has built a strong foundation in wealth preservation and structuring.

We assist families in the establishment and coordination of Family Offices, ensuring the effective management of wealth, business interests, and succession planning across generations. Foundations and Trusts are two of the most effective means of preserving wealth across generations and Dixcart provides advice, establishment and ongoing management of these vehicles for clients, as appropriate.

Dixcart continue to provide private client services from each of our offices and offer advice and practical assistance for families seeking to move to a new location through Residence and Citizenship. Additionally, through our Air Marine Services, we advise aircraft, ship and yacht owners on the best manner in which to structure ownership of these assets.

Dixcart also offer Collective Funds’ Administration services from our offices in Guernsey, the Isle of Man and in Malta. Our expertise includes fund administration, valuations, shareholder services, corporate secretarial services, accounting and shareholder reporting.

Contingency Planning

Effective contingency planning is essential for safeguarding family wealth against unexpected events. Our private client services include:

• Developing policies and procedures to underwrite business continuity.
• Use of appropriate legal structures to provide as much asset and wealth protection as possible.
• Consideration of ‘citizenship by investment’ programmes in reputable jurisdictions, to provide options for the tax residence of family members to be diversified.

Succession and Inheritance Planning

This is another key area that Dixcart considers in relation to private client matters:

• Establishment and/or review of policies and procedures to ensure the adequate preservation and transfer of wealth to the next generation.
• A review of the ownership structure of each family business and other relevant assets.
• Understand how relevant local laws would apply, in relation to inheritance (for example; Civil Law, Sharia Rules etc.).
• Putting in place the most appropriate legal structures such as wills or other legal vehicles to pass wealth to the next generation.

Liaison

Time must be taken, by those coordinating private client matters, to establish and develop close relationships with the relevant family and with other professionals advising them. Dixcart believe this relationship is critical.