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Private Capital Brochure - 2026

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P RIVATE CAPITAL

SE T TI NG NE W STANDARDS


STEWARDING WEALTH, STRENGTHENING LEGACIES

SE T TI NG NE W STANDARDS


ABOUT HIGHVERN At HIGHVERN, we provide award-winning, tailored private capital and fund administration services to clients who value experience, discretion, excellent service standards, and long-term alignment. We serve families, entrepreneurs, family offices, private capital providers, and corporates across the globe, offering structures that protect wealth, enhance governance, and support intergenerational succession. We are founder-led and now proudly backed by long-term single family office capital, allowing us to grow with our clients while remaining faithful to the values that define us: excellence and integrity.

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£10bn+ Private Capital Assets Under Administration

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400+ Clients across Jersey, Guernsey, Cayman and UK - local expertise with global reach.

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EVOLVING WITH OUR CLIENTS At HIGHVERN, we recognise that private capital today is more than wealth preservation and enhancement — it is a tool for growth, legacy, and purpose. In response, we have evolved and refined our long-established fiduciary services into a comprehensive Private Capital offering, designed to support the structuring and administration of wealth across generations, jurisdictions, and investment strategies. As our clients grow across borders and diversify their investments, we continue to provide clarity, stability, and bespoke fiduciary support — whether preserving legacy assets or enabling new ventures. We do this with an understanding that our clients have commercial objectives and that we exist to support those aims. Private Capital at HIGHVERN reflects our commitment to helping wealth owners and family offices manage, preserve, and transition capital through tailored trust and fiduciary solutions, investment structures, and support for philanthropy and lifestyle assets. While our core role as a fiduciary remains constant, our services have evolved to meet the increasing complexity and ambition of today’s wealth creators, stewards, and inheritors, safeguarding lifestyles for generations to come.

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UNDERSTANDING TODAY’S WEALTH GOALS Today’s wealth holders are diverse: entrepreneurs, wealth inheritors, and family office principals who often act as capital allocators, not just wealth holders. Many are taking a direct role in investment decisions from private equity to philanthropy - and need flexible structures and a fiduciary services partner that can adapt to this complexity and add value. At the same time, many families and clients are focused on succession, preservation, and legacy.

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PRIVATE CAPITAL AT HIGHVERN

Private Capital is more than a division of HIGHVERN. It is a philosophy of wealth stewardship — a way of thinking about fiduciary ownership, legacy, responsibility, and control. At HIGHVERN, Private Capital means: Discretionary trust structures that protect and preserve wealth Private trust companies and foundations that create robust governance frameworks and continuity Corporate holding vehicles for family-owned businesses and direct investments

Administration of family office platforms and private investment entities Structures for entrepreneurs, business exits, and capital deployment Support for philanthropy, lifestyle assets, and succession planning

OUR DISTINCTION At HIGHVERN, we stand out through seamless integration of technical excellence, lasting relationships, and absolute discretion.

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20+ YEARS Average Director experience — stability and foresight guiding families.

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OUR SERVICES TRUSTS & FIDUCIARY STRUCTURES

FOUNDATIONS & INVESTMENT VEHICLES

Discretionary and reservedpower trusts, private trust companies, and protector services.

Jersey, Guernsey, and Cayman foundations, holding companies, and special purpose vehicles.

PRIVATE CAPITAL FUNDS

FAMILY & LUXURY ASSET STRUCTURING

Support for private investment and co-investment vehicles, often alongside families and entrepreneurs.

Real estate, yachts, jets, and collections, including cross-border transactions.

BUSINESS SUCCESSION PLANNING

PHILANTHROPIC & IMPACT STRUCTURES

Structuring for family-owned or founder-led businesses to ensure long-term value retention and smooth transitions.

Governance and support for charitable vehicles, impact investing, and ESG-aligned strategies.

FAMILY OFFICE SOLUTIONS

ADMINISTRATION & GOVERNANCE

Built around client needs — whether complementing existing family office capabilities or operating as a fully outsourced solution.

Board services, regulatory compliance, global financial reporting, and maintaining a repository of all key documents.

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WHY HIGHVERN Heritage of trust — Nearly 60 years of fiduciary excellence. Global reach, director-led — In Jersey, Guernsey, UK, and Cayman Islands, where trustee services are regulated to the highest standards. Long-term alignment — Founder-led and backed by family capital, ensuring continuity and commitment to investments. Award-winning service — Recognised for professionalism, discretion, and handling complexity with care. Integrated offering — Private Capital, Fund, and Corporate Administration, with compliance and regulation at the core. Expanded footprint — Now with reach into the Nordics (Sweden and Norway) through integration with Permian since mid-2025.

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OUR APPROACH We structure wealth for creators, always with the next generation in mind.

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DIVERSE ORIGINS Clients’ wealth built across biotech, hospitality, medical devices, financial services, infrastructure and more — reflecting our breadth of expertise.

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WHAT SETS US APART At HIGHVERN, our distinction lies in the seamless integration of technical excellence, long-lasting relationships, and absolute discretion. We deliver value through a combination of deep expertise, innovative capabilities, and a long-term mindset. Tailored, Evolving Solutions Robust structures that adapt to clients’ changing needs, safeguarding wealth, reputation, and legacy.

Rigorous Governance, Future-Focused Strong controls with proactive insight into evolving risks and opportunities.

Expertise with Accountability Our specialist teams take ownership and deliver with care, as if your assets were their own.

Long-Term View Founder-led and backed by long-term capital, our structures enable fast, flexible decisions aligned with client goals.

Director-Led Relationships Clients work directly with senior leaders, ensuring trusted, high-value partnerships. Technology-Enabled Transparency Real-time reporting and secure access for a seamless client experience.

ESG Commitment Responsible stewardship through ESG integration in decision-making and culture. Peace of Mind Consistently exceptional service that delivers clarity and confidence.

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OUR CLIENTS

International

Entrepreneurs and

families with

founders seeking

multi-generational

succession and

wealth

structuring solutions

Family offices and

Owners of family

UHNWIs investing in

businesses and private

private markets

capital ventures

Philanthropists

Private equity and

creating lasting

venture capital

impact

participants needing investment structures

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IN THEIR WORDS “HIGHVERN combines deep expertise with genuine care — making complex wealth structuring feel seamless and personal.”

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GET IN TOUCH Let’s structure your private capital for the future.

N AO M I R I V E

R I C H A R D J OY N T

T +44 (0) 1534 480601 E naomirive@highvern.com

T +44 (0) 1534 480656 E richardjoynt@highvern.com

J U L I E YAC YS H Y N

F R A N CO I S E B O U G O U R D

T +1 (345) 815 8501 E julieyacyshyn@highvern.com

T +44 (0) 1481 720039 E francoisebougourd@highvern.com

For full details of our regulators and services please visit WWW.HIGHVERN.COM 16


HELPING CLIENTS ACHIEVE THEIR AMBITIONS

SE T TI NG NE W STANDARDS


EXCEEDING, TOGETHER WITH

CAYMAN | GUERNSEY | IREL AND | JERSEY | NORWAY | SWEDEN | UK

HIGHVERN.COM


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Private Capital Brochure - 2026 by Highvern Group - Issuu