Family Office

Family OfficeFamily Office

In an a modern world with efficient travel and communications families are becoming increasingly diverse where they live and also how and where they conduct their business and investment activities. This coupled with wealth and succession management has created a demand for high quality central management of a family’s affairs.

The Isle of Man has a long established finance sector that caters for servicing the needs of global clients. Celtic Associates Limited can provide a personalised service using existing infrastructures and experience to high net worth global families. This may range from payment of utility bills to managing holding or investment companies. We are committed to understanding the needs of our clients and hence to developing a loyal but professional relationship with them.

Charity legislation

The Isle of Man has also recently enacted modern charity legislation to enable the creation of privately funded charities which may be attractive to individuals considering philanthropy.