The portfolio
Services and benefits
Three offerings, built around what you need
Whatever stage your family's wealth has reached, VG Private Wealth has an offering designed for it. One team delivers all three, so you start where you are and the relationship grows with you.
VG Wealth Structuring & Administration
Protect, structure and transition your wealth with confidence.
We help you establish, govern and administer the structures you need to achieve your goals, today and for future generations, through trusts, companies, foundations and the full range of fiduciary structures.
This might be you
- Preparing for the sale of a business
- Planning how wealth should pass to the next generation
- Holding assets across different countries
- Looking for an experienced independent trustee, director or fiduciary
Talk to VG about the wealth you're trying to structure, protect or pass on.
VG Integrated Family Office
The benefits of a family office, without having to build one yourself.
For families whose affairs have grown beyond individual structures. We bring your trusts, companies, advisers and jurisdictions together into one connected view, with the formal skills and processes to run it.
This might be you
- Multiple structures across several jurisdictions
- Several advisers, and no one with the full picture
- Different generations with different needs
- Family office capability without a large permanent team
Talk to us about your family.
VG Family Office Services
Extend the capabilities of your family office.
Your team knows the family and its strategy. We provide institutional-level support for transactions, funds, governance, corporate support and real estate, so they can stay focused on strategy.
This might be you
- Entering a new jurisdiction
- Running a significant transaction
- Adding independent trustees, directors or oversight
- Needing extra capacity without growing your permanent team
Talk to our Family Office team.
Services and benefits
What each offering delivers
The services we can provide, and what they mean for you, under each of the three offerings.
VG Wealth Structuring & Administration
Services
- Wealth structuring
- Trusts and companies
- Foundations
- Private Trust Companies and Private Trust Foundations
- Independent trustee and director services
- Protector and enforcer services
- Family investment companies
- Family governance and succession
- Real estate and other asset-holding structures
- Philanthropy and charitable structures
- Accounting, reporting and administration
- Registered office and related corporate services
Benefits
- Confidence. Your structures are professionally administered and governed.
- Continuity. We help you prepare for succession and changing family circumstances.
- Control. The right balance between protection, governance and family involvement.
- Simplicity. We take care of administration and coordination so you and your family do not have to.
- A relationship that evolves. As your needs grow more complex, VG can bring a wider range of services together through Integrated Family Office.
VG Integrated Family Office
Services
- Trusts and fiduciary structures
- Corporate and holding structures
- Governance and administration
- Accounting and reporting
- Succession and family governance
- Property and real estate structures
- Philanthropy
- Transaction support
- Cross-jurisdictional requirements
- Other VG specialist capabilities
Benefits
- Less complexity. One relationship that understands your family's wider affairs, instead of viewing each structure in isolation.
- Better coordination. VG works across structures, jurisdictions, internal specialists and external advisers.
- Family office capability without the overhead. No large permanent team to build or manage.
- Flexibility. Use the capabilities you need today and evolve the model as your family changes.
- Continuity across generations.
VG Family Office Services
Services
- Trust and fiduciary services
- Independent trustees and directors
- Companies, foundations and partnerships
- Private Trust Companies and Private Trust Foundations
- Protector and enforcer services
- Corporate administration
- Accounting and financial reporting
- Real estate structures
- Family investment companies
- Succession and family governance
- Philanthropic and charitable structures
- Transaction and SPV services
- Access to wider VG specialist capabilities
Benefits
- Specialist capability without additional infrastructure. Extra capacity when you need it.
- Senior access. Director-led relationships.
- Depth of expertise. 110 trust and fiduciary professionals administering more than 1,300 structures.
- Built to last. Your family's wealth should outlast any adviser's career, so we build relationships that last across generations.
- Your family office stays at the centre. We make your team more capable and do not replace it.
How it works
Start where you are. Move as your needs change.
VG will always support you and your family with the very best advice and service. But that support can change, as your needs change. The three offerings enable private clients to choose the offering that fits today, or grow through them over time. The move works in both directions: a family that builds its own family office stays with VG through Family Office Services, and a family office that wants a lighter footprint can move back towards us.
- VG Wealth Structuring & Administration: "Manage, protect and administer my wealth"
- VG Integrated Family Office "Coordinate my family's increasingly complex affairs"
- VG Family Office Services "Extend the capabilities of my existing family office"
One Private Wealth team throughout.
Why VG for Private Clients and Family Offices
Experience, depth and senior attention, delivered by one team that can serve a family at any stage.
For Private Wealth clients
- Director-led relationships. You deal directly with decision-makers who have the authority to act, backed by over 20 specialists and the wider VG group.
- Experience since 1982. Four decades of structuring and administering Private Wealth for clients globally.
- The full range of fiduciary structures. Trusts, companies, foundations, Private Trust Companies, independent trustees and directors, and protector and enforcer services.
- From one generation to the next. Our trusteeships are built to last, and we now look after the second generation of some of the families we first served.
For Family Offices
- Specialist capability without new infrastructure. Institutional-level support for transactions, funds, governance, corporate support and real estate.
- Depth and scale. 110 trust and fiduciary professionals administering more than 1,300 structures and £15.5bn of assets.
- Alongside your team and advisers. We work with your executives, lawyers, tax specialists, investment managers and banks. You decide where VG fits.
- Flexibility in both directions. Move to Integrated Family Office or Family Office Services as your family's structure and infrastructure needs change.
Big enough to handle all your needs. Focused enough to know your family.
One Private Wealth team, led by Wendy Inns, looks after all three offerings, with Sheena Huggett leading Family Office within it. Our relationships are director-led, so you deal directly with experienced decision-makers supported by specialist teams.
- Day-to-day client engagement. Our leaders work directly with clients and their advisers.
- Over 20 specialists. Fewer layers. You deal directly with experienced decision-makers who know your family and can act fast, with the depth of the wider VG group behind them.
- Proposition and service standards. Wendy oversees proposition development and service levels for all clients, with Sheena responsible for the Family Office offerings.
Private Wealth leadership
Wendy Inns
Head of Private Wealth
Wendy leads the Private Wealth team, works with clients day to day and oversees proposition development and service levels across all VG Private Wealth clients, including the Family Office offerings led by Sheena. She advises entrepreneurs and ultra-high-net-worth families on complex trusts, estate planning and intergenerational wealth transfer, with a commitment to personalised service, attention to detail and a proactive approach.
Sheena Huggett
Head of Family Office
Sheena works with clients day to day and leads the Integrated Family Office and Family Office Services offerings as part of Wendy’s Private Wealth team. She draws on two decades of bespoke administration for international ultra-high-net-worth families, individuals and corporate clients holding a diverse range of assets.
Contact us
Tell us what you are trying to achieve and we will connect you with the right person. Every enquiry goes to a director.
Talk to VG Private Wealth
