Family Office Services
Dixcart not only understands business and finance, we understand families, which we believe is essential when providing advice regarding the preservation of private wealth.
Family values shape who we are, and establishing and coordinating Family Offices is one of our core specialisms.
We are an independent, family-owned group which has been in existence for over 50 years. It is this deep-rooted heritage and family outlook, coupled with our international expertise, that allows us to understand the complex and evolving challenges families face.
How we can help
New Family Offices
Dixcart brings deep experience in establishing bespoke Family Office arrangements. We help families move beyond the administrative demands of wealth management, creating structures that are carefully aligned with their long‑term goals and governance needs.
Established Family Offices
We support established Family Offices, helping multi‑generational families preserve wealth, embed robust governance and wealth preservation strategies, protecting legacy and ensuring continuity across generations.
Multi-Family Offices
Successful Multi‑Family Offices rely on the seamless coordination between advisers, service providers, and stakeholders. Dixcart delivers governance‑led oversight, bringing alignment and continuity across families, structures, and jurisdictions.
We advise on the location and structure of Family Offices, their governance, and integration with family members and businesses. We guide families in establishing holding companies and wealth protection vehicles, including Family Investment Companies, Foundations, and Trusts, across the jurisdictions that best support their long-term vision and goals.
Our Trustee teams ensure that these structures are administered correctly, in compliance with local laws, and in alignment with family objectives.
We also assess residency and nationality considerations for each family member, ensuring structures are robust, future-proof, and adaptable to evolving global landscapes.
To ensure a Family Office runs efficiently, discreetly, and in line with its objectives, Dixcart focuses on key areas:
Wealth Ownership Structures
- Acting as Protectors of Trusts – acting as professional Trustees, or in some cases, appointed Directors of trusts, we manage structures with absolute discretion, safeguarding assets, overseeing distributions, and managing compliance across multiple jurisdictions.
- Guardians of Foundations – appointed as Council Members of Foundations, to manage and administer your Foundation
- Confidentiality Management – Clear procedures safeguard sensitive information when liaising with financial institutions and third parties.
- Contingency Planning – Comprehensive rules and processes protect family businesses and assets in the event of unforeseen changes.
- Family Governance – We help identify successors, define responsibilities, and formalise governance through a Family Constitution. Education and training programmes prepare the next generation to confidently step into future roles.
Our services ensure the separation of family wealth from operating businesses, protecting both personal and commercial interests for the long term. Trustee oversight ensures these arrangements are secure, compliant, and flexible.
We develop policies and procedures to preserve and transfer wealth across generations and formulate family continuity plans. By combining legal knowledge with trustee-led oversight, we safeguard both assets and family legacy.
Beyond technical expertise, our advisers understand the nuances of family relationships and frequently assists in offering advice as to how to improve communication and avoid potential conflict.
Our Family Office Experts
