Baccata Trustees Limited

Private Wealth

We work with families and individuals, helping them manage and administer their private financial affairs, particularly in regard to tax and succession planning as well as advising on business ventures and the tax-efficient structuring of investments, including complex cross-border investments.

Legal advice is readily available from law firms with whom we have a close connection, whether in Jersey or elsewhere, and where necessary, services are undertaken in conjunction with tax advice.

One client, one advisor

The success of our work often depends upon the strength of the relationship that our clients enjoy with Baccata. When you choose to partner with us, you will be provided with a client advisor who will be your single point of contact for all of your private wealth matters.

By working with one person, who is supported by the whole Baccata team, we believe you will be better able to build a strong, long-lasting relationship that will enable you to get the most from our work.

Fresh eyes provide clarity

Our team of highly qualified finance professionals are here to give you the clarity you need to make your investment decisions. Wherever necessary, we will work with trusted partners to analyse complex financial products on your behalf and can help you manage the cumbersome administrative process associated with the financial world.

Baccata can also act as your single global representative for compliance and regulatory matters, supplying identification and client due diligence information to those third parties that you have chosen to do business with.