SANNE’s Private Client business provides administration, accounting and fiduciary services primarily to ultra-high net worth individuals and families, often working closely with their advisors and family offices.

Our entirely bespoke services enable clients to preserve and enhance family wealth and establish a legacy for future generations within a well-regulated environment. We provide a hands-on director-led service.

Our expertise includes the operation of bespoke governance structures and transaction management capabilities across multi-asset investment portfolios, including private company shares, operating companies and specialist investments. We have particular specialisms in real estate, quoted investments and treasury services. We establish a full range of investment vehicles for private clients including trusts, private trust companies, foundations, companies, limited partnerships and unit trusts.

Our Private Client business is made up of 40 professionals who work in close partnership with a select number of key clients. We manage more than 500 trusts, companies and other structures.

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Trusts
Companies
Foundations
Limited Partnerships
Philanthropy services