For over 30 years Sarnia Management Corporation has assisted wealthy individuals and their families with flexible and bespoke approaches to protect and manage their assets. Using personalised wealth planning solutions, asset administration and wealth creation projects, we help our clients with their wealth now and plan for their heirs to enjoy this wealth in the future.
As an independent multi‑client family office and fiduciary we are not tied to any bank, asset manager or other advisor. We provide a truly open‑architect solution to our clients from our base in Guernsey, combining our expertise with that of other service providers, using jurisdictions and relationships all around the world.
Our clients may have sophisticated family situations requiring family governance, estate planning solutions and long term multi-generational wealth management structures. We aspire to earn the highest respect from these clients, their advisors and our partners by delivering a service of quality, flexibility and trust.
Our clients are sophisticated and have complex financial needs. They might be entrepreneurs, executives, sports personalities or legacy wealth owners. They demand prompt and personal responsiveness to real time events and an ability to help them govern their complex personal financial affairs with or without structures in a holistic fashion through co‑ordination and up‑to‑date reporting.
Emigration, inheritance, retirement, relocation, divorce, business
re‑structuring – such life-changing events can expose new legal and tax issues which may need to be navigated and consideration given to the need for discretion and protection of assets.
Our clients who invest internationally can create exposure to multiple jurisdictions. Such actions may require our dedicated experience, in ownership management, or a mechanism to leave a legacy through long term philanthropy.
They may own or create Intellectual Property as part of their wealth - such as trademarks, image rights and patent - which need to be registered, protected and exploited through licensing.
Families with multi‑generational business interests or extended families often require sophisticated structures to deal with succession to ensure long term financial governance.
Often a client’s circumstances are not straight forward and will undoubtedly evolve. By analysing the client’s unique needs, we can develop risk‑based solutions for estate planning, asset management and protection in conjunction with top tier legal and tax advisors.
The investment itself (property, portfolio, image right, yacht, pension fund, family estate) may require the creation of a structure, and any asset acquisition, development and ownership may need to be project managed and monitored. We have the expertise in‑house to provide these services.
We also enjoy the benefits of a wide network of intermediaries that can facilitate advice and investment through raising finance, asset sourcing, leasing, registration, custody and ultimate disposal.
Sports Stars and celebrities generally have short but well paid careers, becoming exposed to many issues including the need to protect their intellectual property, and plan financially for their future. Career management and wealth advisory for these individuals is a unique area in which we specialise.
Our other services are underpinned with fiduciary and corporate services. We create trusts, incorporate companies and establish foundations in various jurisdictions and ensure compliance with rules and laws internationally, therefore protecting the assets as intended.
We create and manage offices for clients, undertaking payroll activities and real time book-keeping, IFRS accounts and bespoke management reporting.
In summary, we are involved in all manner of activities within the wealth management spectrum, from the initial planning of the governance and asset ownership - generally called wealth planning - through to the structure creation and ongoing management.
A diverse and qualified team of experienced staff, we each bring different strengths from within the private client field to manage wealth, with international experience gained with banks, trust companies, asset managers, tax authorities and commercial enterprises.
In over 30 years our clients have naturally evolved and our work has become multigenerational whilst their investment interests have grown and diversified.
Sports and Media - Image Rights, intellectual property, strategies and negotiation for commercial rights exploitation
Real Estate - Residential, commercial and development
Investments - Portfolios, financial instruments, financing, concentrated equity
Corporate Interests - shareholder services, non-executive directorships, acquisitions and exit
Intellectual Property - Registration, licensing, patent and royalties
Art and Movables - Antiques, artwork, vehicles, stud farms
Asset Brokerage - Acquisition or disposal
Payroll - Salary payment, tax and insurance, reporting
The British island of Guernsey is ideally located in the English Channel less than an hour’s flight from London, and near mainland Europe.
Guernsey is globally recognised as a mature international financial centre with a proactive approach to modern trends, backed with well-established and proven legal infrastructure and a broad suite of financial service sectors, in a well regulated environment. Supported by many well known international banks and other institutions, involved with legal, funds, insurance, investment management and fiduciary, it is a centre of excellence.
In addition to offering Guernsey Companies or Trusts we are able to co-ordinate, manage and administer structures with elements from other jurisdictions - perhaps a company domiciled in BVI, a trust under Jersey Law, a banking service in Switzerland or an asset manager in Hong Kong. This is dependent on the location of the assets, the professional advice and the requirements of the client.
We have chosen to be a small business and this enables better teamwork and a more personalised focus toward the needs of our client. Flexibility is key and by providing our carefully chosen team members with greater employment satisfaction and a healthy life‑work balance, we believe we have a happy and motivated office.
The benefits of this are clear. We are able to deliver on our quality‑led promises with greater confidence and our clients and their advisors have the satisfaction of a working relationship with experienced and knowledgeable staff that understand their needs and are better able to adapt to individual situations.
We look forward to our relationship with you.
Telephone:+44 (0) 1481 728444
Fax: +44 (0) 1481 723279
PO Box 263
St Peter Port
© Sarnia Management Corporation Ltd, 2012
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Sarnia Management Corporation Ltd – Licensed by the Guernsey Financial Services Commission