TRUCRESTS FAMILY OFFICE

Preserving and growing your family's legacy, across generations.

A single, integrated team to manage your wealth, governance, philanthropy, and family life – so you can focus on what matters most.

Speak with our team Discover our approach

Your family, your values, your future – wholly supported.

A family office is more than wealth management. It's a partnership that helps your family navigate complexity, from investment strategy to succession planning, philanthropy to daily concierge. With Trucrests, you gain a dedicated team that knows your family intimately.

  • Multi‑generational planning – ensure your legacy endures.
  • Centralised oversight – all your affairs in one place.
  • Absolute discretion – your privacy is our foundation.
Family enjoying time together

Comprehensive family office services

Governance & succession

Family constitutions, next‑gen education, and smooth transitions of wealth and leadership.

Investment office

Strategic asset allocation, manager selection, and direct private equity opportunities.

Trust & estate planning

Trustee services, wealth structuring, and cross‑border tax efficiency.

Philanthropy & impact

Foundation setup, grant‑making strategy, and impact investing aligned with your values.

Family lifestyle & concierge

Property management, travel, education advisory, and administrative support.

Reporting & consolidation

Unified reporting of all family assets, liabilities, and cash flows across the globe.

Family meeting with advisor

A true partner for your family's journey

One family, one team

You'll work with a small group of senior professionals who know your history and aspirations.

Independent and conflict‑free

We are not owned by any bank or product provider – our advice is objective.

Global capabilities

Presence in key financial centres and access to best‑in‑class advisors worldwide.

The team dedicated to your family

James Harrington

James Harrington

Head of Family Office

25 years advising ultra‑high‑net‑worth families, formerly at HSBC Private Bank.

Carolina Mendes

Carolina Mendes

Family Governance & Next Gen

Specialises in family constitutions and preparing the next generation.

David Chen

David Chen

Chief Investment Officer

Leads direct investments and private markets, 18 years experience.

family
The Rossi family

Clients since 2005

"Trucrests Family Office has been instrumental in bringing our family together around shared goals. They've helped us navigate succession, establish a foundation, and now our children are actively involved. It's more than a service – it's a relationship."

€3.2B

assets under advice

45+

family clients

4

generations served

12

average team tenure

EXPLORE THE POSSIBILITIES

Arrange a family meeting

We'll take the time to understand your family's unique story and aspirations.