PRIVATE OFFICE
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An International Private Office for Wealth Structuring
Sutterson Reed is an International Private Office specialised in wealth structuring for entrepreneurs, business owners, families and internationally mobile private clients.
We look at wealth as a whole. How assets are owned. How they are protected. How they should pass from one generation to the next. Where banking relationships should sit. How liquidity can be accessed when required. And how those arrangements should evolve as a client’s life, family and international circumstances change.
Our work is centred around three closely connected areas: Asset Protection, Estate Planning and Private Banking.
We begin by understanding the client’s complete financial affairs before considering any particular structure or institution. We then analyse what is already in place, identify what may need to change and design an appropriate wealth structure around the client’s objectives.
That structure may involve trusts, companies, succession arrangements, private banking relationships, credit facilities or several jurisdictions. Where implementation requires specialist expertise, we bring together the appropriate private banks, lawyers, fiduciaries, tax specialists, investment professionals and other advisers.
Sutterson Reed remains at the centre of that relationship, maintaining sight of the wider structure as the client’s circumstances evolve.
Swiss by Culture. International by Nature.
Switzerland has shaped much more than the geographical identity of Sutterson Reed. It has shaped how we believe private wealth should be approached.
The traditional Swiss private banking relationship begins with understanding the client. Their wealth, family, business interests, ambitions and circumstances come before the product. Only then should structures, institutions and solutions be considered.
That philosophy sits at the heart of our Private Office.
For us, wealth structuring requires precision. How an asset is owned matters. The jurisdiction in which a structure sits matters. The provisions of a trust matter. The way wealth will pass between generations matters. The banking relationship surrounding those assets matters.
We combine that attention to detail with an international outlook. Our clients may live in one country, hold assets in another, conduct business elsewhere and maintain banking relationships across several financial centres.
Our role is to bring those different elements into a coherent structure while preserving the discretion, continuity and personal relationship traditionally associated with Swiss private banking.
Our home is London. Our perspective is international. Our approach remains distinctly Swiss.
The Client Before the Product
Private wealth should not be structured around products. It should be structured around the person who owns it.
That is why every relationship begins with understanding.
We want to understand how the client created their wealth, how it is currently held, where they live, where their family is based, what businesses and assets they own, which banking relationships already exist, what liabilities they carry and what they ultimately want their wealth to achieve.
Only then do we begin to structure.
For one client, that may mean establishing an asset protection structure around family wealth. For another, preparing the transfer of assets to the next generation. For another, reorganising banking relationships across jurisdictions and creating access to liquidity against existing assets.
Often, several of these considerations exist at the same time.
We analyse the wider financial picture, develop the appropriate structure and then coordinate the people and institutions required to implement it. Depending on the circumstances, that may include lawyers, fiduciaries, tax specialists, private banks, investment managers, wealth managers, lenders or relocation specialists.
The client should not have to navigate each of those worlds independently.
Our role is to understand the whole picture and keep the structure around it coherent.
One Relationship. An International Network.
Modern wealth rarely remains within one jurisdiction.
A client may live in Britain, hold assets through structures elsewhere, maintain banking relationships in Switzerland, own property across Europe and have family members whose lives extend into entirely different countries.
Wealth structuring therefore requires an international perspective.
Sutterson Reed maintains particularly close relationships across Switzerland, the United Kingdom, Jersey and Guernsey, alongside a wider international network of private banks, fiduciaries, lawyers, tax specialists, investment professionals and other specialist advisers.
We use those relationships according to the structure required by the client.
A trust may require a fiduciary relationship in one jurisdiction and banking in another. An international estate may require legal and tax expertise across several countries. A private banking relationship may need to accommodate an existing ownership structure while also providing access to credit or liquidity.
No single institution needs to provide everything.
What matters is that each part of the structure has a purpose and that the different parts work together.
Sutterson Reed remains the relationship at the centre, maintaining the wider perspective as the client’s financial affairs evolve.
A Swiss Approach to Modern Wealth
Sutterson Reed was created around a simple observation: as wealth becomes more substantial, international and intergenerational, managing it becomes increasingly fragmented.
A lawyer may understand the legal structure. A fiduciary may administer the trust. A private bank may understand the assets it holds. An investment manager may manage the portfolio. A tax specialist may understand the implications of a particular jurisdiction.
But the client experiences all of those things as one financial life.
We believed there was a place for a different relationship. One capable of understanding the complete picture before deciding which structures, institutions or specialists should form part of it.
That became the foundation of Sutterson Reed.
Our approach takes much from the traditions of Swiss private banking: knowing the client properly, understanding the origins and structure of their wealth, exercising discretion, paying attention to detail and building relationships intended to last.
We apply those principles to modern wealth structuring.
Today, our work is centred around Asset Protection, Estate Planning and Private Banking. Together, these disciplines allow us to address how wealth is protected today, how it is transferred tomorrow and how the banking relationships surrounding it should be structured throughout.
We then bring together the appropriate expertise required to implement that architecture while remaining the consistent relationship around the client.
The objective is not simply to complete the next transaction.
It is to organise financial affairs intelligently and remain alongside the client as their wealth, family and circumstances evolve.
PRIVATE APPOINTMENT
Begin a Conversation
Every relationship begins with a conversation. Tell us briefly what you would like to discuss and a member of the Private Office will come back to you personally.
MAYFAIR, LONDON
3rd Floor
45 Albemarle Street
Mayfair, London W1S 4JL
PRIVATE OFFICE
Phone: +44 (0) 203 974 2660
Email: Office@suttersonreed.com
“Private relationships deserve personal attention. Every enquiry is handled discreetly by our Private Office.”