Strategic Wealth Planning.
Private wealth planning focuses on protecting, structuring, and transitioning wealth in a way that aligns with long-term objectives. At Eximia, we deliver tailored solutions for asset protection, succession planning, and cross-border structuring.
Our approach combines technical expertise, regulatory compliance and discretion to safeguard wealth across generations.
Trusts
Trusted Structures for Generational Wealth.
Eximia provides comprehensive trustee and trust administration services, balancing present-day needs while protecting long-term wealth.
Our experienced team works closely with you to build trusted, long-term relationships, providing guidance and fiduciary care from inception and throughout the lifetime of the trust.
We can assist with:
- Establishment of trusts, including preparation, review and execution of trust deeds
- Drafting key trust documentation and liaising with specialist legal counsel as required
- Provision of corporate trustees and other key roles within your structure
- Ongoing trust administration
- Establishing banking and investment relationships with a range of partners
- Establishment of Private Trust Companies (PTCs)
- Effective structuring to support generational wealth, manage luxury assets or facilitate philanthropic projects
- Bookkeeping and preparation of trust account
Foundations
Flexible Wealth Structuring.
An Isle of Man Foundation is a modern and flexible structuring vehicle that combines characteristics of both companies and trusts. It provides a legal entity with separate legal personality and limited liability, while retaining the ability to pursue private or purpose-based objectives.
Our experienced team assists with all aspects of establishing and administering Isle of Man foundations. We work closely with clients to understand their requirements and ensure the foundation structure supports their long-term goals.
We can assist with:
- Establishment of foundations, including preparation, review and execution of the foundation instrument
- Drafting key foundation documentation and liaising with specialist legal counsel where required
- Provision of Council Members, Enforcers and other key roles within the structure
- Acting as Isle of Man Registered Agent and Nominated Officer, and providing a registered office address
- Ongoing foundation administration and secretarial services
- Establishing banking and investment relationships with trusted partners
- Structuring to support generational wealth, luxury assets or philanthropic initiatives
- Bookkeeping and preparation of foundation accounts
Family Office
Coordinated Support for Complex Family Wealth.
The Eximia team provides a comprehensive range of family office and wealth management services. We act on behalf of the wider family where required, helping you plan proactively for significant decisions that may have long-term financial and personal implications.
We routinely collaborate with your trusted advisers to deliver a fully coordinated, bespoke service tailored to the needs of the family.
We can assist with:
- Company formation and management across multiple jurisdictions
- Financial planning
- Inheritance and estate planning
- Corporate governance, independence and fiduciary oversight
- Accounting services
- Private banking introductions
- Investment monitoring
- Real estate management
- Luxury asset management
- Trustee services
- Lifestyle and concierge services
Sports & Entertainment
Specialist Wealth Management for Talent and Creators.
Eximia works with clients at all stages of their sports and entertainment careers. Our team has significant experience in providing bespoke wealth management services and works closely with clients, their agents, personal advisers, accountants, private bankers and lawyers to deliver a tailored and comprehensive service.
We support clients throughout the growth of their careers and help protect and structure wealth for the future.
We can assist with:
- Company formation and management across multiple jurisdictions
- Trust and foundation structures
- Family office services
- Wealth structuring and succession planning
- Asset protection
- Luxury asset management including superyachts, aircraft, luxury cars, artwork and real estate
- Pension and incentive planning
- Brand and media management
other services
Trusted Expertise, Proven Solutions.
Comprehensive services designed to support private clients, businesses and regulated enterprises - locally and globally.