Financial Services - , , Guernsey
At Certus we help individuals, corporate clients and their advisers protect and enhance their wealth. A multi-disciplinary business, we combine our skills, experience and expertise with a number of key service areas to provide finely tuned solutions tailored around each client's specific needs and circumstances. Certus is privately owned and therefore totally independent, we work with the best advisers, banks, investment service providers and third parties to provide a bespoke solution focused entirely on each individual client. A Family's wealth needs are addressed through an analysis of the facts and therefore we start by listening to you. We will evaluate your personal situation, and your key concerns, seek to understand your goals and endeavour to develop realistic options that are deliverable. We do not provide legal or tax advice; however we do understand the issues through experience and having done it all before, many times. Knowing when to ask the right questions is key so our approach is to obtain the professional advice that is needed and co-ordinate solutions that work. We have a robust network of professionals around the world that we can rely upon to help and we will build a unique team based upon the design of the service or structure, the governance that is needed and the maintenance requirements of the assets within it. Once agreed we are happy to assist beyond the constraints of a structure under administration such as a trust or foundation and help generally with family wealth matters, and continue to monitor matters as they evolve.
Apache
Mobile Friendly