Wealth is about more than your investment portfolio

Investment performance matters. But effective wealth management requires structure, coordination, and oversight. Our family office services provide a single point of oversight across your financial life.
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Everything Considered. Nothing Isolated

We act as a central point of coordination, working alongside your lawyers, tax advisors, and trustees to ensure every decision reflects your full financial picture. The focus is on reducing friction, avoiding blind spots, and making sure everything works together as it should.
Structuring

The way assets are owned matters. We help review and organise structures across jurisdictions to ensure they are appropriate, efficient, and match exactly what you need.

Tax Optimisation

We work with your tax advisors to ensure investment decisions, asset ownership, and cash flows are aligned with your broader tax position, both now and as circumstances change.

Estate Planning

Good estate planning is about preparation, not prediction. We help you implement wills, trust arrangements, and succession plans to ensure intentions are clear and executable. The aim is to reduce uncertainty, avoid delays, and make things easier for the people you care about.

Governance & Coordination

Managing wealth across multiple advisors can quickly become disjointed. We bring structure to that complexity by coordinating across your legal, tax, and investment advisors – ensuring decisions are made with full visibility. One picture. One point of oversight.

Our Process

Step 1

Family Own GP

The General Partner (GP) is the family’s own entity. It’s in your name, you control it, and it represents your family office.

Step 2

FigTree Manages LP Sleeves

FigTree sets up and runs the Limited Partnership (LP) “sleeves”; where investments live.

  • They handle investing, risk management, cash management, reporting, and compliance.
  • Your GP still owns the LP interests, but Fig Tree does the work.

Step 3

Specialists Plug In

When you need lawyers, tax planners, philanthropy experts, etc., Fig Tree coordinates them for you.

  • You don’t have to source, hire, and oversee them yourself.
Why FigTree
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Partner With FigTree

You’ve built the relationships. You’ve earned the trust.
Now, let us build the system that keeps it all running.

With FigTree as your infrastructure partner, you gain a discreet, institutional-grade backbone that allows you to serve your families with more focus, precision, and confidence, without the burden of overhead.

Your office. Your name. Your legacy. Powered by FigTree.

Barbados
Top Floor, FigTree Place,
Wildey Road, St. Michael
+1-246-537-7800

Trinidad & Tobago
3rd Floor, Albion Plaza
Victoria Avenue, Port of Spain
+1-246-537-7800

Cayman Islands
Suite 130, Windward 1,
Regatta Office Building,
Grand Cayman
+1-246-537-7800

Florida
9100 S Dadeland Boulevard,
Dadeland, Ste 1500,
Miami, FL 33156

© 2026 FigTree Financial – Trusted Wealth & Business Advisory.

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