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Private Client Services

Discreet corporate administration, asset holding coordination and private office support for high-net-worth clients, business owners and families.

Private client support built around structure, discretion and continuity.

Wealthy business owners and families often need more than a single company or adviser. Their affairs may involve companies, holding structures, property, investments, succession planning, banking, tax advisers and legal professionals across more than one jurisdiction.

Finstow helps private clients keep the corporate and administrative side organised, documented and professionally managed, with licensed accountancy and corporate services at the centre.

What we support

We help organise and manage the corporate infrastructure behind private wealth, business ownership and family planning.

  • 01

    Asset holding structures

    Coordination of companies and structures used for property, investments, commercial assets and long-term ownership planning.

  • 02

    Private office support

    Ongoing corporate administration, document organisation, adviser coordination and reporting support for private clients.

  • 03

    Succession planning coordination

    Support with the corporate and administrative workstreams around succession, family governance and long-term continuity.

  • 04

    Family governance

    Organisation of records, resolutions, ownership information and governance materials for family-controlled entities.

  • 05

    Banking readiness

    Preparation of KYC materials, source of funds narratives and supporting documents for banks and financial institutions.

  • 06

    Adviser coordination

    Coordination with accountants, lawyers, tax advisers, immigration specialists and fiduciary providers where required.

Built for complex personal and business affairs

Private client structures need to be clear, well documented and professionally maintained. Poor administration can create issues with banks, advisers, family members, succession planning, tax filings and future transactions.

Finstow provides a discreet layer of corporate services, accountancy support and adviser coordination to help clients maintain clarity and control.

  • high-net-worth business owners and investors
  • family-owned companies
  • asset holding structures
  • property and investment vehicles
  • succession and continuity planning
  • private office administration
  • banking and KYC preparation
  • coordination with professional advisers

How we support private clients

A structured process for organising corporate affairs, coordinating advisers and maintaining long-term administration.

  • 01

    Review

    We review the client's companies, ownership position, documentation and administrative requirements.

  • 02

    Organise

    We organise records, structure charts, KYC materials, corporate documents and adviser workflows.

  • 03

    Coordinate

    We coordinate with relevant professional advisers, including accountants, lawyers, tax advisers and fiduciary providers.

  • 04

    Manage

    We support ongoing corporate administration, reporting, renewals, governance and documentation management.

Need discreet support managing private client structures?

Speak with Finstow about corporate administration, banking readiness, adviser coordination and ongoing private client support.

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