Private Wealth Services

No task is too onerous, and we go above and beyond the competition to ensure that the client experience is optimised at all stages of the relationship.

Overview

ICECAP is a manager owned company intent on building strong and long-term personal relationships with all of our clients. We structure our teams and our services to you as opposed to enforcing an inefficient one size fits all approach.

ICECAP specialises in providing administration services to trusts, companies and foundations for individuals and families alike. No task is too onerous, and we go above and beyond the competition to ensure that the client experience is optimised at all stages of the relationship. We also understand that times change and key service requirements will evolve. By ensuring that we invest in the relationship from the outset, ICECAP is able to evolve with our clients, ensuring a constancy of service provider facilitating a reliability of output and consistency of approach.

 

Services

Trust and company establishment & administration
Family office
Accounting and Financial Reporting

We provide a bespoke service to clients facilitating the preservation of wealth for the long term. We specialise in the provision of administration and financial reporting services to a broad range of vehicles as follows:

  • Asset Holding Companies
  • Discretionary Trust
  • Limited Partnerships
  • Private Trust Companies
  • Charitable & Non-Charitable Purpose Trusts
  • Settlor Directed Trusts

Confidentiality. Privacy. Stability.

ICECAP’s Family Office team have these values at its core. We recognised that no single family office engagement is the same and have sufficient flexibility in our approach to provide a bespoke solution accordingly, allowing us to support private families and established family offices alike.

  • Bookkeeping and Financial Reporting
  • Preparation of audited financial statements and management of the audit process
  • Interim management accounts/financial statements
  • Consolidation and group reporting
  • Regulatory reporting
  • Ad-Hoc analytics & financial modelling

Overview

ICECAP is a manager owned company intent on building strong and long-term personal relationships with all of our clients. We structure our teams and our services to you as opposed to enforcing an inefficient one size fits all approach.

ICECAP specialises in providing administration services to trusts, companies and foundations for individuals and families alike. No task is too onerous, and we go above and beyond the competition to ensure that the client experience is optimised at all stages of the relationship. We also understand that times change and key service requirements will evolve. By ensuring that we invest in the relationship from the outset, ICECAP is able to evolve with our clients, ensuring a constancy of service provider facilitating a reliability of output and consistency of approach.

A number of clients have been highly impressed with our service capability, allowing us to expand the scope of services to include their own personal matters.

Services

Trust and company establishment & administration
Family office
Accounting and Financial Reporting

We provide a bespoke service to clients facilitating the preservation of wealth for the long term. We specialise in the provision of administration and financial reporting services to a broad range of vehicles as follows:

  • Asset Holding Companies
  • Discretionary Trust
  • Limited Partnerships
  • Private Trust Companies
  • Charitable & Non-Charitable Purpose Trusts
  • Settlor Directed Trusts

Confidentiality. Privacy. Stability.

ICECAP’s Family Office team have these values at its core. We recognised that no single family office engagement is the same and have sufficient flexibility in our approach to provide a bespoke solution accordingly, allowing us to support private families and established family offices alike.

  • Bookkeeping and Financial Reporting
  • Preparation of audited financial statements and management of the audit process
  • Interim management accounts/financial statements
  • Consolidation and group reporting
  • Regulatory reporting
  • Ad-Hoc analytics & financial modelling

Our dedicated director led team understand the complexities of the modern day back office and will deliver the services required with accuracy and efficiency allowing you to focus on your core business.