Recognition and Responsibility - Equiom’s Commitment to Private Wealth and Family Office Excellence

At Equiom, we are proud to have been named Runner Up – Trust Company of the Year Isle of Man at the Citywealth IFC Awards 2025. This recognition is a testament to the strength of our team, our deep-rooted expertise, and the trust placed in us by our valued clients and intermediary partners. 

But beyond the awards, this moment presents an opportunity to reflect on what truly matters - helping families protect, grow, and transition their wealth across generations. 

Wealth Management in a Changing World

The private wealth landscape is evolving rapidly. The Great Wealth Transfer is underway, with an estimated $70 trillion expected to pass to the next generation in the coming decades. Family offices are becoming more sophisticated, seeking solutions that go beyond traditional wealth management to encompass lifestyle services, legacy planning, and governance structures that stand the test of time. 

At Equiom, we recognise that managing wealth is not just about financial security, it’s about preserving a legacy. Our teams across the Crown Dependencies – the Isle of Man, Jersey, and Guernsey, Asia and Europe – provide tailored solutions to high-net-worth individuals, families, and family offices worldwide, ensuring their assets are protected and their values are carried forward. 

Bespoke Solutions for Private Wealth & Family Offices

Our approach is built on trust, expertise, and a deep understanding of what matters most to our clients. From establishing and managing complex structures to handling luxury assets and succession planning, our teams are dedicated to delivering peace of mind.

• Family Office Services – Supporting single and multi-family offices with administration, governance, and structuring
• Trust & Fiduciary Services – Providing independent trustee services with a focus on continuity and compliance
• Luxury Asset Management – Expertise in structuring and managing yachts, aircraft, fine art, and collectibles
• Wealth Structuring & Succession Planning – Ensuring smooth wealth transitions across generations
• Cross-Border Expertise – Navigating international tax, estate planning, and multi-jurisdictional considerations

As one of our intermediary partners puts it:

“Equiom’s expertise in complex trust matters, combined with clear and transparent communication, ensures a best-in-class experience for our clients.”

An Award-Winning Team, Strengthened by New Leadership

Recognition at the Citywealth IFC Awards reflects the calibre of our people. We are committed to nurturing exceptional leadership and strengthening our experienced team, exemplified by our recent strategic appointments including: Vicky Stables – Head of Private Wealth, Jersey and Marie McNeela – Managing Director, Guernsey.

These appointments reinforce our commitment to excellence in fiduciary services and ensure our clients receive the highest level of expertise, no matter how complex their needs.

Looking Ahead: The Magic Circle Awards 2025

Our commitment to private wealth excellence has also earned us nominations for the upcoming Citywealth Magic Circle Awards, including:

• Trust Company of the Year – Isle of Man
• Trustee of the Year – Nina Johnston

We are proud to be recognised once again and would be grateful for your support. Voting is now open, and you can place your vote here: https://www.citywealthmag.com/magic-circle-awards-vote/

Protecting What Matters Most

While awards are a wonderful recognition of our work, our true measure of success is the long-term trust of our clients. At Equiom, we remain dedicated to safeguarding wealth, ensuring smooth succession, and providing world-class private wealth and family office services.

Thank you to our team, clients, and partners for your ongoing support. Here’s to another year of excellence, innovation, and trusted relationships. 

This article has been carefully prepared, but it has been written in general terms and should be seen as broad guidance only. This article cannot be relied upon to cover specific situations and you should not act, or refrain from acting, upon the information contained within this article without obtaining specific professional advice. Please contact Equiom Group to discuss these matters in the context of your particular circumstance. Equiom Group, its partners, employees, and agents do not accept or assume any liability or duty of care for any loss arising from any action taken or not taken by anyone in reliance on the information in this article or for any decision based on it.

For information on the regulatory status of our companies, please visit www.equiomgroup.com/regulatory