Areas Of Expertise

Expertise

Family Office

Every family is unique and consequently every Family Office will have individual and specific needs and requirements.

Through many years of managing private client structures and dealing with wide ranging asset classes, the team at NSM have developed considerable experience and an extensive professional intermediary network to assist in structuring and managing the wealth of international families along with helping Family Offices achieve their goals.

In addition to providing Trust, Corporate, Private Trust Company and Foundation services NSM can further help by assisting in the co-ordination and organisation of the family wealth. UHNW families and their advisers are increasingly looking for solutions to their complex needs.  NSM has considerable experiencing in working closely with Family Offices and their advisers in the following areas:

  • Establishing Family Offices
  • Act as Board Directors to a Family Office
  • Provision of Secretarial and Administration services to the Family Office
  • Assist in creating Governance models for the family and its wealth
  • Co-ordinate and supervise wealth managers and intermediaries
  • Provide detailed financial reporting
  • Regulatory and Compliance requirements
  • Tax efficient and legally advised holding structures

Engaging directly with an existing Family Office or facilitating the formation of the initial structures we maintain detailed engagement with all interested parties, understanding their needs and offering bespoke solutions.

Middle East

With a considerable proportion of our clients domiciled in the GCC, we work closely with legal and tax advisers to provide a full service from establishment for bespoke private wealth structuring designed to preserve and safeguard family wealth for the benefit of future generations.

With years of experience, we have a deep understanding of working from a Sharia law perspective with wealthy Muslims who are required or choose to abide by Sharia law in whole or in part so that they are able to create wealth preservation structures in Guernsey that are Sharia compliant. 

Due to our long standing experience with Middle Eastern clients, we have developed a large network of trust advisers and banks to ensure that we can also assist with Islamic finance requirements of our clients. 

Pensions

NSM is a regulated pension Licensee and can provide Trustee and Administration services for a broad variety of pension savings arrangements for both companies and individuals alike.  NSM services can be customised to mirror existing company policies or standalone schemes providing cost effective ways for companies to reward, incentivise and retain key staff while ensuring off balance sheet segregation between assets of the plan and those of the company. 

The NSM team bring many years of experience working with companies and their advisors to ensure the most appropriate plans are designed and can incorporate one or all of the key features highlighted below  with access to tailored investment ranges suitable for the members and their geographical location. 

NSM has a broad depth of experience in the provision of pensions with a broad proposition that includes:

  • Self Invested Personal Pensions (SIPPs)
  • Qualifying Recognised Overseas Pension Schemes (QROPS)
  • Qualifying Non-UK Pension Schemes (QNUPS)
  • International Pension Plans (IPPs)
  • Retirement Annuity Trusts (RATS)
  • Corporate Pension Plans

Retirement can be for a long period of time and the decisions you take now will affect you, and your family, for the rest of your lives. These decisions are not easy and, for the internationally mobile individual, retirement planning can be further complicated by cross border tax considerations. NSM offers retirement solutions from a premier international finance centre with leading pensions regulations.

An international, independently managed leader

Working with international clients in over 90 jurisdictions, NSM is an independent firm, headquartered in Guernsey and with offices in Dubai, providing Trust, Corporate, Family Office and Pension Plan Services.

Established in 2014 under our owner management team, all from senior positions in multinational companies, we understand the need to act in your best interests; without conflicts.

Our team of selected industry professionals optimise solutions to meet your unique requirements, working as needed with the best external advisors, we engage with you positively to protect your wealth, to manage your opportunities and mitigate risk.

All of our employees are dedicated, professional people, not just staff.

View our people

Through independence, experience and energetic leadership, we provide bespoke fiduciary services to meet and nurture our clients’ evolving needs.

Our Mission