Nothing is more important than family

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2 Nothing is more important than family

3 The Equiom Group is a multi-jurisdictional, internationally respected trust and corporate services provider. We offer a comprehensive range of personalised services for single and multiple-family Offices, encompassing a broad base of clients including many with international business and family interests. Established more than 30 years ago, Equiom has developed a truly global approach towards the delivery of wealth protection, corporate management, trusts and foundations, yachting and aviation services, tax solutions, ebusiness and property structuring. Following a successful management buyout in 2006, the Group has undergone significant development, through both organic growth and acquisition, and remains privately owned. 2-3

4 With offices in some of the world s most strategically advantageous and financially stable jurisdictions, our clients draw upon the decades of experience that we have accumulated in the guardianship of assets on behalf of wealthy families. Independent in structure and independent of thought, our award-winning services are delivered by talented and capable specialists, each with the requisite expertise and judgement to meet and exceed client expectation. We are committed to excellence and are passionate about service delivery. Equiom believes in the importance of the family and its special place in society. We will do everything possible to ensure that your family s wealth, welfare and wellbeing are discreetly safeguarded now and for future generations. We work closely with a global network of highly professional intermediaries to ensure that no stone is left unturned in the quest for optimal results. We understand that no two situations are the same and that attention to detail is paramount.

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6 A Family Office Service that s Personal to You

7 What exactly is a Family Office service? Equiom s Family Office service is a multifaceted offering. We tailor our services to meet your individual requirements as a single or multiple-family Office. Over time, managing wealth can become complex as family assets become larger and more diversified. In our experience, clients typically engage a Family Office when managing family wealth and navigating family dynamics has become too elaborate to handle individually. We are proud to offer a Family Office service that is 100% bespoke to meet the specific needs of your family. The structures, solutions and advice we provide will be unique for you, whether they concern weighty matters such as corporate governance and establishing trusts and wills, or the finer details of daily life that need to be better organised - from wealth management to lifestyle management. It may be that you are short of time, in need of expert knowledge or want to feel more in control of protecting the things you prize. Whatever your circumstances, we have encountered and effectively dealt with situations like these many times over. 6-7

8 The Equiom approach As an internationally recognised corporate service provider, we ve had decades of experience working closely with discerning individuals and family members. We are adept at handling complex family matters, often concerning wealth management activities across multiple jurisdictions. This includes protecting and enhancing the value of assets and investments along with creating and managing trusts and real estate portfolios. It may also include engaging in philanthropic activities. Equiom has established many significant and long-standing partnerships with key intermediaries, among them private bankers, lawyers and financial advisers. We see these specialist services as being an integral element of the Equiom approach to effective Family Office management. We are proud to partner with globally recognised organisations such as Lloyds Banking Group, Rathbones, Quilter Cheviot and Cazenove Capital (Schroders). However, many of our clients have assets that are spread across the globe and which are already managed by relevant professional advisers. We are entirely comfortable to work closely alongside a family s existing connections, where appropriate.

9 Our independence and in-house expertise enable us to provide an impartial and professional assessment to the most effective approach for the guardianship of a family s assets. We typically act as the single focal point for regular consolidated reporting. By providing a complete financial overview, we are best placed to manage risk and support your family s monetary and lifestyle activities. Equiom s philosophy is that our clients source the services from us that best match their requirements. It may not be conventional and it may take something special to deliver, but it will always be bespoke. 8-9

10 Richard Tribe, Head of Family Office Europe Richard is responsible for leading Equiom's Family Office services in Europe. A wealth management professional, he has many years' experience helping families to protect their wealth and pass it down through generations. He has a deep understanding of the complexities involved with managing the financial and personal affairs of individuals and families and provides bespoke solutions to each new situation. Richard was previously a director of a large private bank. He has a great deal of knowledge of the offshore private banking and trust sectors and has worked in a large number of international markets including Africa, Europe, North America and the Middle East. Richard is a Chartered Wealth Manager, a Chartered Fellow of the Institute of Securities and Investment and a member of the Society of Trust and Estate Practitioners. Debby Davidson, Head of Family Office Asia Debby is responsible for leading Equiom s Family Office services in Asia. A highly experienced fiduciary services professional, Debby advises clients on corporate structures, exit strategies, succession planning, trusts, cross-border taxation issues and other relevant commercial and private wealth matters. Debby has experience in a broad spectrum of business disciplines including corporate, debt finance, capital markets and private equity transactions. She has a particular focus on ultra high net worth families and has gained a solid understanding of their requirements. She has over 15 years professional services experience. After graduating with full scholarship from Oxford University, her legal career started with a Magic Circle law firm in London and Hong Kong, before expanding into the trust and corporate services sector at AFP Group where she was appointed Managing Director in April 2014.

11 We are adept at handling complex family matters

12 GUERNSEY HONG KONG ISLE OF MAN JERSEY MALTA Equiom (Isle of Man) Limited is licensed by the Isle of Man Financial Services Authority. Equiom (Jersey) Limited is regulated by the Jersey Financial Services Commission. Equiom (Guernsey) Limited is regulated by the Guernsey Financial Services Commission in accordance with the Regulation of Fiduciaries, Administration Businesses and Company Directors, etc. (Bailiwick of Guernsey) Law, 2000 as amended. Registered Equiom (Isle in of Guernsey Man) Limited No is licensed Equiom by (Malta) the Isle Limited of Man is Financial authorised Services to act Authority. as a trustee and fiduciary services provider and as a company service provider by the Malta Financial Services Authority. Bro/FO/Glo/Eng_7.16