We have taken the positive aspects of an institutional trustee including good corporate governance and a cautious approach to business risk and overlaid a very personal fiduciary relationship which institutional trustees increasingly find difficult to deliver.

Our clients are wealthy individuals and families who need more than a fiduciary. They need a company that provides, in addition to fiduciary services, family office type services, a company with an extensive network of top-tier advisers on tax, estate planning and investments. Similarly they need guidance on choosing related service providers such as bankers, property managers and insurance.

Aquitaine has developed a network of such providers and can help clients to choose the advisers that best fit their wealth and lifestyle. We build a structure designed by your chosen advisers and co-ordinate all the advisers to make sure the structure is set up and run properly, that it delivers the estate planning, tax and wealth protection benefits required and allows the client more time to enjoy his wealth.

Key Contacts

Daniel Fletcher
Director

[email protected]

+44 (0)1481 732253

Steven Ward
Managing Director

[email protected]

+44 (0)1481 729944

David Larkin
Director

[email protected]

+44 (0)1481 740839

Ciara Gurney
Director

[email protected]

+44 (0)1481 732847

Stephen Queripel
Director

[email protected]

+44 (0)1481 732252

Membership

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