Helping families hold, govern and transfer wealth across generations.
HPT Group's Family Office practice supports high-net-worth families with assets, residency and beneficiaries across multiple jurisdictions, currencies and asset classes. We design and operate the structures that make multi-generational wealth governable, defensible and transferable, from a single trust through to a fully staffed family office.
Seven service areas, one principal director.
Family Office Set-up
Single- and multi-family offices, governance charters, investment policy statements.
Trusts & Foundations
Discretionary trusts, reserved-power structures, foundations in Panama and Nevis.
Tax Residency Planning
Establishing real, defensible tax residency in 0%-tax jurisdictions.
Captive & Family Funds
Single-LP funds and deal-by-deal SPVs for families running their own capital — Cayman, BVI, Luxembourg.
Fiduciary & Compliance
Independent directors, AML programmes and economic substance for the family's offshore entities.
Real Estate Structuring
SPVs that hold real estate compliantly and bankably.
Pre-Sale & Exit
Pre-liquidity structuring for founders facing seven-, eight- and nine-figure exits.
Director-level continuity across generations.
One principal director
Same director, same memorandum format, year after year. Continuity is a deliverable.
Multi-jurisdictional fluency
Most family offices we serve operate across 4+ jurisdictions. We hold relationships in all of them.
Real governance
Family charters, investment policy statements, conflict-of-interest registers — designed to outlive the founder.
Next-generation programmes
Annual programmes for adult children of family office principals — practical, not academic.
Family office — practical questions.
Considering a family office?
Start with a 90-minute working session and a written diagnosis — including an honest answer on whether you actually need one yet, or whether a simpler structure does the job.