Firm / Organisation

Accuro Fiduciary

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This content is provided by Accuro Fiduciary.

Number of lawyers: 11
Languages:Bulgarian, Chinese, English, French, German, Italian, Polish, Russian, Spanish

Firm Overview:
Accuro is an award-winning private client fiduciary, private office and corporate services provider. Located in Jersey, Geneva and Mauritius, Accuro also has representative offices in London and Zurich. Accuro’s mission is to care for families, their wealth and legacy. Accuro does so by developing exceptional people and by striving to be a positive force for families, society and the environment. Accuro’s private clients include global families, entrepreneurs and high net worth individuals. Accuro administers and oversees over $12 billion of financial and other assets on behalf of private clients. The business was established 45 years ago, but was founded under the Accuro model after a management buyout in April 2017. Accuro’s commitment is to sustainable organic growth, without an exit plan but instead investing in our next generation of talent.
Being privately owned, Accuro focuses on consistently providing high quality and value-added work in servicing families and entrepreneurs and creating a dynamic workplace for its colleagues. Accuro’s vision is to lead positive change in the global trust sector. Accuro does this by truly caring about its clients’ families, truly caring about the family of its colleagues and striving towards the highest possible standards in everything that is achieved.
Accuro’s key differentiator is its Values-based leadership and the promotion of diversity within its teams. This enriches the way in which Accuro interacts with its clients and its colleagues.

Main Areas of Practice:
Trust & Fiduciary:
Accuro takes responsibility for the development, implementation, administration and management of a wide variety of wealth planning structures including trusts, private trust companies, foundations, partnerships, companies, philanthropic entities, employee benefit trusts and escrow arrangements. Once the structure is established, Accuro is appointed to the board, oversees transactions and performs the day-to-day administration with an emphasis on substance, compliance and sound documentation. Accuro has experience in holding and acting as fiduciary for a wide variety of assets including:
■ Investment portfolios
■ Commercial real estate and development projects
■ Residential real estate
■ Private / family company shares
■ Private equity investments
■ Carry interests and co-investment rights
■ Intellectual property
■ Yachts
■ Artwork and antiques
■ Bloodstock

Contact: Natacha Onawelho-Loren
Tel: +41 22 807 2042
Email:[email protected]

Private Office:
The Accuro Private Office offers discrete, bespoke professional services specifically for Private Clients. Accuro Private Office Services support these clients, who wish to either:
■ Outsource their Private Office requirements (saving time and cost); or
■ Build on the capabilities of their own Single Family Office Accuro’s aim is to act as a seamless extension to its clients’ own team. Accuro’s qualified professionals and specialists understand the challenges of private wealth, family dynamics, values and legacy. Accuro’s depth empowers the business to address complex issues whilst demonstrating its insight on the pressures private clients face today.
Accuro is not an asset manager and pursue a conflict free strategy in the way asset management mandate are delegated to third party banks and asset managers.

Contact: Kripa Sethuraman
Tel: +41 79 443 8344
Email:[email protected]

Corporate Law & Estate:
Accuro’s corporate group specifically focusses for private clients on private funds, collective investment structures, joint ventures and family investment companies as well as corporate commercial solutions. Accuro provides a comprehensive administration service to private clients with corporate structures and trustee services to a range of employee incentive trusts primarily focused on executives.

Contact: Siobhan Crick
Tel: + 44 1534 512 531
Email:[email protected]