Family Office Services, Fiduciary & Legacy Planning | Trust Services, Succession Planning & Intergenerational Wealth Governance | Risk Solutions Intelligence | London | Bahrain

The information on our site is only directed at professional clients and eligible counterparties and the services or counsel referred to on our site are only available to professional clients and eligible counterparties. Retail clients should not rely on the information herein. If you have any doubts about your status you must not access our site.

This website is for information purposes only to sophisticated and qualified persons. Nothing herein shall be construed (i) as an official confirmation of any engagement and/or (ii) as counsel. Any offer of counsel may be made only pursuant to a formal engagement agreement. Risks are inherent to advice-taking and engaging our services may expose you to a significant risk of adverse outcomes, financial loss, legal liability, reputational harm, or other consequences.

Please note that you are required to have read and accepted the terms of our Privacy Policy before you are able to access our website. By clicking “ACCEPT” you have confirmed that you have read, understood and agreed to the legal terms and conditions of this website. You also: (i) Agree that such information will apply to any subsequent access to this website by you, and that all such subsequent access will be subject to the disclaimers, risk warnings and other information set out herein; and (ii) Warrant that no other person will access this website, or any materials made available through it, from the same computer, device, or active session you are currently using.

Our websites use Google Analytics to help optimise functionality and user experience.
Google Analytics collects information in a way that does not identify individuals.
More information can be found in our Privacy Policy

Accept Decline

Institutional / Fiduciary Services & Trust Services

Corporate compliance, trust-company structures, board support, and private-client trusts.

The global coverage provided by Privy Consul uniquely positions us to service the governance requirements of entities in a number of corporate domiciles, on a multi-jurisdictional, multi-entity basis — with an emphasis on providing a single administration centre.

The outsourcing of fiduciary and administrative functions is an increasing global trend. Banks, brokerage firms and other financial institutions rely on Privy Consul for a range of outsourced services. Our dedicated secretarial division has the specialist expertise required to assist clients across multiple jurisdictions and entity structures.

A growing number of financial institutions are today seeking to outsource their fiduciary services to independent organisations like Privy Consul for strategic reasons, to avoid conflicts of interest and for cost and service quality reasons.

We have broad, practical experience of assisting such institutions whether it be the acquisition of an existing fiduciary operation or the direct transfer of existing fiduciary relationships to Privy Consul.

We work directly with you to fulfil your financial goals and ensure the best vehicle for your assets. A private trust company can help with succession planning, mitigate against tax liabilities, protect your family's assets from government interference, and preserve the confidentiality of your holdings. Whatever you hope to achieve with a private trust company, we can help you get there.

We specialise in providing integrated, cross-border financial advice designed to help clients structure, preserve, and grow their wealth with confidence across jurisdictions and generations.

Trust Services for Private Clients

Practical trust solutions for wealth planning. We help private clients ensure wealth across generations by developing plans for both estate planning and investment structures. While each situation involves a bespoke plan, our core trust services include fulfilling roles such as trustee or executor and assisting with asset protection and succession planning structures. Our practical solutions paired with fast turnaround times help our clients preserve and protect their wealth for generations to come. We work in advantageous jurisdictions across the globe.

We offer in-depth guidance to help you select the best vehicle for your specific goals and needs, regardless of how complex they may be. Not only can we help establish all forms of trust, but we can also act as your trustee and protector and oversee the trust's administration. Whatever level of service you require, our experts are ready to help preserve your wealth in accordance with your own objectives.

Secretarial Corporate Compliance & Secretarial — Multi-jurisdictional secretarial services with a single administration centre for complex entity structures.

Trustee Trustee & Executor Services — Fulfilling roles as trustee, protector, or executor; overseeing trust administration in accordance with your objectives.

Protection Asset Protection Structures — Protecting family assets from government interference whilst preserving confidentiality of holdings.

Outsourcing Fiduciary Outsourcing — A full range of outsourced fiduciary and administrative services for banks, brokerage firms, and financial institutions.

Board Board Support & Governance — Governance advisory and board support services across corporate domiciles and entity structures.

Family Office Service

International high net-worth families with complex and geographically diverse personal and business interests can benefit from involving an experienced, independent trust professional in a family's international financial and generational planning.

Privy Consul's Family Office Service expands our traditional fiduciary services through the assignment to an individual family of a qualified Privy Consul professional.

The professional's role is to offer a family an independent perspective on the multiple decisions these families are required to take that may affect their interests and to take responsibility for the implementation of the family's planning decisions.

Fund Administration — Unique Pricing

Alongside jurisdictional filings, due diligence, compliance services, and statutory and regulatory compliance support, we offer fund managers the choice of three pricing models:

By Time. Pay us for the work that we do and not as a percentage of the fund's AUM. Our fees do not automatically increase with the growth in the fund's AUM. This is the model followed by the majority of our clients.
Monthly Minimum. An agreed monthly fee based on certain assumptions (for example: number of shareholders, frequency of subscriptions and redemptions). If the administration exceeds the agreed minimum, additional fees are charged.
AUM. Payment based on a percentage of the average AUM at the end of each period.

New funds: we assist new managers meet the startup costs for their first year's operation through a combination of our different pricing models. When the fund reaches an agreed AUM, we determine, in consultation with the manager, the appropriate fee structure to be used.

Institutional fiduciary and trust services

Philanthropic Advisory & Private Foundations

Charitable giving strategy, foundation management, and legacy services.

At Privy Consul, we understand that philanthropy is a deeply personal journey. Our Philanthropic Advisory services are designed to align your philanthropic goals with your financial objectives, ensuring that your contributions make a meaningful impact in the communities and causes you care about.

We begin by collaborating with you to develop a comprehensive charitable giving strategy tailored to your values and priorities. Our experienced advisors will help you identify the causes that matter most to you — whether they focus on education, health, the environment, or the arts. We offer insights into various giving vehicles, including direct donations, appreciated assets, and planned giving options, all while maximising the tax benefits associated with your generosity.

Strategy

Charitable Giving Strategies

Every giving strategy begins with a question of values, not vehicles. We identify what matters most — education, health, environment, arts, faith — then design the structure around that conviction, ensuring fiscal efficiency serves the mission rather than defining it.

Foundations

Establishing & Managing Foundations

For those looking to make a lasting impact, establishing a private foundation can be a powerful way to direct philanthropic efforts. We guide you from structuring in accordance with your vision through compliance, grant administration and reporting.

Legacy

Legacy Design

Helping affluent families protect their lifestyle, minimise tax burdens, and ensure that wealth is passed on with clarity, purpose, and impact. We balance family inheritance with philanthropic mission so that wealth serves multiple generations without degrading your current lifestyle.

Impact

Multi-Generational Impact

The most enduring philanthropic legacies are those designed from the outset to outlast their founders. We help families embed giving into their governance architecture — so that philanthropy is not an afterthought of wealth, but a pillar of it.

International Philanthropy

We are able to provide administrative support to international high net-worth families who wish to contribute to domestic and international charities.

Our international philanthropy service also assists these families to monitor the financial assistance given to the organisations they are assisting.

Your legacy should be more than a number. It should reflect your values, your story, and the responsibility you wish to pass on. Legacy Services are available exclusively to Privy Consul clients.

Philanthropic advisory and private foundations

Succession, Continuity & Legacy Governance

Multi-generational asset governance, succession and legal frameworks for continuity.

Legacy is not improvised; it is cultivated through foresight, discretion, and continuity of stewardship.

Privy Consul provides guidance frameworks for dynastic families, family offices, sovereign houses, and institutional custodians seeking to preserve lineage-based continuity across generations. This includes the development of multi-generational governance structures, succession protocols, cultural inheritance safeguards, fiduciary architectures, and jurisdictionally resilient legacy frameworks designed to preserve institutional coherence amid evolving political, legal, and technological environments.

As families and enduring institutions navigate accelerating societal transformation, regulatory volatility, and technological disruption, Privy Consul supports the harmonisation of inherited principles with contemporary strategic realities. The objective is not merely the preservation of wealth, but the continuity of identity, order, and civilizational stewardship across time.

As a highly specialized, international advisory practice serving family enterprises, we are devoted to helping families achieve multi-generational success for their families, enterprises and financial wealth — through integrated services in the areas of Family Strategy, Ownership Strategy and Wealth Strategy.

Business Strategy for Family Enterprises

We assist client families with business strategy services such as these:

Business strategy development
Business mission, vision and values development
Board of directors assessment, design, setup, facilitation and recruitment of directors
Training and development of family board members
Succession planning for senior leadership and board positions
Talent development, career planning and performance feedback processes for family and non-family managers
Recruiting, developing and retaining non-family talent
Executive compensation advice

Supporting and Developing the Next Generation

We are committed to not only enhancing investment skills but also deepening the capabilities of our partners' successors. We build a community that connects leaders in the financial world — supporting family health and safety, and generational development continuity.

Dynastic Governance Architecture

Frameworks engineered for permanence.

Multi-generational governance structures
Succession protocols and principal transfer
Cultural inheritance safeguards
Fiduciary architectures across jurisdictions
Jurisdictionally resilient legacy frameworks
Institutional coherence under regulatory volatility
Harmonisation of inherited principles with strategic realities
Lineage-based continuity planning for sovereign houses

Through discreet counsel and long-horizon strategic insight, Privy Consul serves those entrusted with the burdens of continuity — ensuring that legacy is transferred deliberately, preserved intelligently, and guided with discipline across generations.

Dynastic continuity and legacy governance

Stewardship Frameworks

Safeguarding intergenerational wealth through Private Trusts and legacy preservation of intergenerational governance, stewardship and continuity.

Our purpose transcends the immediate, focusing instead on the legacy it leaves for future generations.

We operate with an unwavering dedication to societal advancement, ensuring that influence is both profound and enduring. By prioritising the needs of tomorrow over the demands of today, Privy Consul works as a consul of enduring values and a steward of the future.

Governance

Governance Structures

Bespoke governance frameworks that define decision-making authority, succession rights, and institutional roles across generations — ensuring coherence even as leadership transitions and external environments evolve.

Authority

Family Authority

Frameworks that codify and preserve family authority across generations — defining principal hierarchies, advisory councils, and mechanisms for resolving disputes whilst maintaining unity of purpose and direction.

Continuity

Institutional Continuity

Ensuring the structural and operational continuity of family institutions, offices, and enduring entities through leadership transitions, jurisdictional change, and periods of geopolitical or regulatory disruption.

Stewardship

Stewardship Architecture

Long-horizon stewardship planning that embeds values, responsibilities, and obligations into the legal and operational fabric of the institution — so that stewardship is not assumed but designed and enforced.

Private Trusts Private Trust Structures — Jurisdictionally resilient private trust vehicles designed for long-horizon wealth preservation, asset protection, and intergenerational transfer.

Legacy Legacy Preservation — Deliberate preservation of intergenerational governance, stewardship and continuity — beyond capital, encompassing identity, values and institutional order.

Power Principal Succession — Structured succession of authority from one generation to the next — designed to transfer leadership with clarity, legitimacy, and minimal disruption.

Societal Societal Advancement — Ensuring that the influence of enduring institutions remains both profound and purposeful — a long-horizon commitment to the communities and civilisations they shape.

Individual Development — Career and Life Planning for Business Family Members

An important component of Privy Consul is assisting individuals in the family enterprise system to develop effective and inspiring career and life plans — and, more broadly, to help individuals be successful in all dimensions of their lives. Whether it's helping a next generation family member trying to decide if or when to enter the family business, coaching a family member who wants to advance to a senior level role in the family business, working with a family enterprise leader about his or her options after retiring, or helping any family member, no matter what age, develop a satisfying life plan — we make a significant contribution to the person and the family enterprise.

Using our state of the art assessment process — including conventional and customized assessment instruments as well as in-depth interviews — we help individuals better understand their goals, styles, strengths and weaknesses. Through our experienced team of advisors and coaches, we help individuals create and implement strategies that improve their effectiveness in their lives and careers. Our process is customized for each individual and is entirely confidential; because we are specialists in the nature and issues of family enterprise systems, we are alert to the specific interests and challenges individuals face in these systems, and our advice is tailored to the individual's situation.

Wealth Strategy

We assist client families develop multi-generational wealth strategies that:

Analyze business and family portfolios
Recommend prudent diversification
Understand and manage family growth and financial dependence
Help families develop plans to grow financial wealth, build family talent and strengthen family unity
Assist the family office with its design, implementation and governance

The transfer of wealth without the transfer of wisdom is disinheritance by another name. Privy Consul exists to ensure that what endures across generations is not merely capital — but the order, discipline, and values that made it possible.

Stewardship frameworks and institutional continuity

Questions? Answers.

Frequently asked — Fiduciary & Legacy.

Does Privy Consul provide family office services?

Yes. Privy Consul provides family office advisory and standing counsel — fiduciary oversight, trust and estate governance, succession planning, and intergenerational stewardship — whether you operate a single family office, use a multi-family office, or have no formal structure yet.

Can Privy Consul design succession for a family business or dynasty?

Yes. We design succession planning and dynastic continuity frameworks: family constitutions, next-generation preparation, ownership transition, and governance that survives the founder — preserving both wealth and values across generations.

Where does Privy Consul serve families?

Everywhere. Families are global; so are we. From London, Dubai, and Riyadh to Milan, Singapore, Lagos, and São Paulo, Privy Consul serves families in every country and every city, coordinating trustees, counsel, and institutions across jurisdictions.

Does Privy Consul advise on philanthropy and private foundations?

Yes. We structure philanthropic strategy, private foundations, and charitable giving frameworks so generosity compounds reputation and legacy rather than exposure.

How does a family begin working with Privy Consul?

By private introduction. A confidential conversation establishes the family’s circumstances and intentions before any mandate, structure, or fee is discussed.

Fiduciary, Dynastic & Legacy Governance