Private Wealth
Services
Managing wealth across borders, generations, and ambitions takes more than administration — it takes foresight, clarity and trusted guidance. At Belasko, we deliver intelligent private wealth solutions for high and ultra-high-net-worth individuals, families, entrepreneurs and their advisers.
Tailored, trusted and built on experience.
Whether you’re establishing a trust, building a family office, or safeguarding rare assets, we think beyond process — designing structures that are future-fit and firmly aligned to your goals
Everything we do is built on our extensive experience, sharp thinking and a long-term, human approach.
Your life is multi-dimensional. We expertly navigate the complexities on your behalf, taking care of the details so you can focus on the bigger picture.
We take the time to understand your goals today and tomorrow. From preserving wealth to supporting the next generation, our services adapt as your needs evolve — always discreet, always aligned.
At the heart of every client relationship is a dedicated senior director — your single point of contact and trusted advisor. They bring consistency and clarity and provide access to our wider private wealth team and network of expert partners.
We’re calm under pressure, clear in our approach, and committed to moving at your pace.
Discretion, security and trust are non-negotiable. We invest in leading systems to protect your data and your reputation — without compromising on personal service.
Life moves quickly, and so do we. Whether you’re diversifying assets, transitioning wealth or expanding across borders, we’ll adapt our support to meet the moment.
We’re not just here to help you manage complexity — we’re here to remove it.
We offer a comprehensive suite of services across the structures most relied upon by HNWIs, UHNWIs and their advisers.
Family office
From single family offices to complex multi-generational arrangements, we bring clarity, structure and responsiveness to every challenge.
Companies
Efficient, discreet structuring for a wide range of personal and commercial interests. We handle incorporation and administration across jurisdictions, aligned to your goals.
Foundations
Flexible solutions for succession, philanthropy and long-term asset protection. Foundations offer an attractive alternative to a common law trust, particularly for those more familiar with civil law.
Private Trust Companies
Enhance influence and control over your trust assets by appointing trusted individuals in key roles. We help establish and manage bespoke PTC structures with ease.
Managed Trust Companies
A cost-effective, branded presence in new markets without upfront infrastructure. We provide the foundation and support for your private trust operation.
Trusts
Strategic tools for protecting, preserving and transferring wealth. We act as professional trustees and handle all aspects of trust creation, governance and administration.
Core Private
Wealth sectors
We advise on optimal structures for high-value assets — yachts, cars, wine, art and more — so you can enjoy them without friction.
Establish meaningful structures that enable impact beyond your family, supported by robust governance and long-term planning.
Protect your legacy with solutions tailored for continuity, governance and family alignment — now and for generations to come.
From travel and education to family governance, we offer discreet lifestyle support that allows you to focus on what matters most — your goals, your family and your passions.
Protect and grow your wealth while you build. We support founders and business owners with the structures they need to focus on innovation.
Meet our Private
Wealth team
More than administrators, our experts act as trusted partners.
Director, Fiduciary Administration
Senior Manager, Fiduciary Administration
Director, Fiduciary Administration
Latest news
and insights
Paul Lawrence
Greg McKenzie
Nick McHardy
Paul Lawrence
Hannah Dunnell
Edward Green
Paul Lawrence
James Michel
Explore more
from Belasko
In today’s fast-moving world, time and clarity are critical. That’s why we go beyond administration.
From launch to wind-up, we support every stage of the fund lifecycle with proactive, tech-enabled services.
