Services

Family office services

Comprehensive asset management

Coordinating and administrating all aspects of a family's assets and financial affairs.

Philanthropic advisory

Assisting with the establishment and management of charitable foundations and philanthropic endeavours.

Lifestyle management

Handling non-financial matters such as property management, concierge services, and travel arrangements.

Why Reckon?

We prioritise the unique needs and goals of each family, offering personalised services tailored to your specific requirements. Our client-centric approach ensures that your best interests are always at the forefront of our actions and decisions.

Who is it for?

·      High-Net-Worth Individuals & Families

FAQ

How do you support charitable giving and social impact initiatives?
Do you provide legal advisory services?
Can you help with succession planning and intergenerational wealth transfer?
Why should I choose a family office service over managing my affairs independently?
What are family office services?

Let's work together

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Insights & guides

Whether you're looking to understand complex tax regulations, explore investment strategies, or stay ahead of industry developments, our expertly curated content ensures you have the knowledge you need to navigate the financial landscape with confidence.

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Services

Trust

A trust is a legal arrangement where a trustee holds assets for beneficiaries. Commonly used for estate planning and asset protection, trusts offer control, security, and flexibility in managing wealth now and for the future.

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Accountancy

We offer comprehensive financial management and strategic advice to enhance business performance.

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Corporate financial services

Corporate Financial services include company formation and administration, as well as fiduciary services, ensuring efficient and compliant business operations.

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Family office services

Family Office Services provide holistic support, including asset management, philanthropic advisory, and lifestyle management, to preserve and enhance family wealth.

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Tax planning & advisory

Tax planning and advisory services offer strategies in international tax planning, personal and corporate tax advisory to optimise financial efficiency.

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Wealth management

Wealth management encompasses comprehensive financial services, including estate planning and retirement planning, to secure and grow your assets.

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Find us

Elizabeth House
9 Castle Street
St Helier
JE2 3BT

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Reckon Financial Services Limited is regulated by the Jersey Financial Services Commission as a Trust Company Business
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