Family Office | Altum Group

Built on trust, experience, and a deep understanding of your needs.

We are always with you, working with your trusted advisors to build bespoke solutions that deliver your desired results, now and in the future.

Why Altum Group for Family Office Solutions?

We assist wealth managers and multi-family offices with scale, expertise, and technology to manage their portfolio with confidence. With clear oversight across structures, assets and jurisdictions, our expert team bring quiet precision to the most complex family office environments, managing day‑to‑day administration with the discretion and discipline expected.

Experience the Altum Advantage

With dedicated director-led support, transparent oversight across every structure and asset, and reporting shaped around your family’s priorities, we give you the clarity and control to focus on long‑term stewardship and maintaining legacy.

Experience the Altum Advantage

Clear oversight across structures, assets and jurisdictions

Our team brings a quiet precision to the most complex family office environments, managing day‑to‑day administration with the discretion and discipline expected. With dedicated support, transparent oversight across every structure and asset, and reporting shaped around your family’s priorities, we give you the clarity and control to focus on long‑term stewardship and legacy.

How can we help you?

Trusts are a vital and unrivalled tool for effective private wealth management, succession planning and asset protection for high-net-worth families.

We provide trustee services managing a variety of trusts to suit our clients’ circumstances and meet their wishes that assets are managed in an effective and efficient manner for the benefit of the beneficiaries.
- Establishment of trusts
- Provision of trustee
- Administration
- Provision of Protector or Enforcer
- Bookkeeping and accounting
- FATCA / CRS compliance and reporting
Private Trust Companies (PTCs) or Private Trust Foundations (PTFs) act as trustee of a family trust or trusts. A PTC or PTF provides several benefits including:
- Family members can hold a board or council position on the PTC or PTF enabling them to have an involvement with the decision-making process
- Greater flexibility and move-ability with the ability to change directors or council members rather than changing the trustee of the trusts which is far more efficient and economical
- Introduction of future generations to the family wealth in a controlled and structured manner, allowing younger generations to become involved and educated
We administer companies to hold a diverse pool of assets, whether this be listed investments, private equity, real estate, or those more bespoke luxury assets such as artwork, super yachts or aircraft.
- Company incorporation
- Provision of registered office address
- Provision of directors and secretary
- Administration
- Maintenance of statutory records
  Statutory filings
- Bookkeeping and accounting
- Economic substance
- FATCA / CRS compliance and reporting
In certain circumstances Foundations are considered as a viable alternative to a Trust and can often provide greater flexibility and the ability retain involvement in the day-to-day decision making.
- Foundation incorporation
- Provision of registered office address
- Provision of council members, including Qualified Member
- Maintenance of statutory records
- Statutory filings
- Bookkeeping and accounting
- FATCA / CRS compliance and reporting
We work with high-net-worth families supporting them through a wide range of services to help navigate the challenges families face allowing you to focus on what is important to you in the knowledge that everything is taken care of and in safe hands.
- Personal finance management
- Consolidated reporting
- Luxury assets
- Philanthropy
- Family governance

Global solutions that move you forward

Family Office & Trustee Services →

Built on trust, experience and a deep understanding of your needs.

Corporate Services →

We provide the governance, administration and operational backbone that keeps your entities moving with confidence.

Why clients trust Altum

Our Family Office team have unparalleled expertise which is utilised to provide the highest standard of tailored administration services to their prestigious client base.

Paul Tomlinson

Head of Family Office

Speak to our experts

For any challenge, our talented and responsive team are always with you.

Paul Tomlinson

Head of Family Office