Dedicated funds or family funds

If your family wants to pool its wealth in order to manage it more efficiently we can set up a dedicated fund or a family fund, tailor-made according to your broader family.

Transparency and flexibility

The fund offers greater transparency. Its value is calculated by an external consultant hired by the bank, while local market regulatory authorities control its operations.

Its high degree of flexibility means it can be used to manage many asset classes, whether listed or not. The funds can be  segregated, which makes it possible to select several managers or management companies within a single fund, and thus meet the individual requirements of different family members. Shares in a fund can, in certain cases, be held by a securities account, a trust or even a life insurance contract.

Reap the benefits of our experience

Societe Generale Private Banking has the experience required and expert partners to establish your dedicated or family fund in Jersey, Luxembourg, Singapore or the Bahamas.