Please refer to these case studies highlighting the experience and expertise our founders bring into the Rocquaine fold:
The family was based in the CIS and wanted to find a structure that would be tax compliant, look after assets sited in a variety of countries, and ensure that all the family members were involved in the decision making about how the underlying assets were deployed.
A foundation was established which allowed the family to sit on the Council of the foundation and make decisions about the assets with our team members sitting in support.
We established a trust to help a client with asset protection. The trust structure was driven by the client's desire to avoid politically charged moves against him and his family in his home jurisdiction.
We established an investment fund for the trust from which the client is deriving a secure income.
One of our Directors was appointed at the instigation of a New York based hedge fund manager, in its capacity as shareholder and to safeguard its investments, to the board of an AIM listed Jersey company operating as a regulated collective investment fund investing in Bulgarian property.
Read More →A BVI company had been established in previous years by a successful businessman and his son-in-law. Following the demise of the father in-law, the second generation was advised to establish and reinforce a specific tax domicile. The adviser directed the family to one of the Rocquaine principals in Jersey, who was then appointed as the only non-family member on the board of the family’s wealth-generating company.
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