Family Office Services

The collective experience of Folio's principals and staff in the areas of corporate and fiduciary services, funds and insurance products provide our clients with access to a range of unique and sophisticated estate and wealth planning tools and solutions. Our strategic presence and licensing in key jurisdictions means we can give a balanced view of the most suitable structures. Our independence allows us to work freely with the trusted advisors of high-net worth individuals and family offices without conflict.

Over the last decade we have established excellent relationships with banks, custodians, brokers, lawyers and auditors. From a cross-border standpoint, we work closely with similar service providers in jurisdictions where we currently do not currently operate. However, we purposely remain fully independent and privately owned to achieve our primary objectives: to act in the best interests of our clients and to maintain the highest possible level of service.