Private Client and Family Office Solutions

FundBank serves as global custodian and banker to a number of the most sophisticated family offices and private clients globally. As an industry leader in the global asset management industry, we understand the unique challenges that family offices and private clients face and our range of specific banking services reflect this.

Our clients benefit from the robust relationships that we maintain with key service providers within the financial industry. Our highly-experienced team, together with our depth of resources and global reach, allow us to provide bespoke services to our clients.

Comprehensive client and family office services

Our suite of private client and family office services include:

  • trust management and trustee services: We provide secure and efficient management of trust assets to meet family office objectives.
  • foundation company services as a family office: Our clients benefit from specialized support for family office structures including alignment with goals and compliance.
  • banking, brokerage and custody services: FundBank delivers banking and custody solutions to ensure that all client investments are well-protected and managed efficiently across global markets.
  • corporate services: We provide a comprehensive suite of corporate services designed specifically for private clients and family offices.
  • bespoke family office solutions: Customized solutions that cater to the needs of your family office, helping you navigate the complexities of asset management.


How we support private clients and family offices

Our brochure provides further detail regarding our private client and family office solutions.

These services are backed by our team of experienced industry professionals who deliver personalized service to ensure the highest industry standards are met.

Download our brochure

Why choose FundBank?

Our global expertise and advanced technological integration ensure efficient asset management across global markets. With services ranging from trust management to bespoke solutions, FundBank caters to the unique needs of family offices and private clients, ensuring their assets are managed with precision and care.

If you would like to learn more, please contact us below and one of our private client specialists will be in touch with you shortly.

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