Fund vehicles as private wealth tools
While fund structures have historically served institutional investors, today’s families are using them in increasingly innovative ways:
- Succession planning: Vehicles like the Jersey Private Fund (JPF) offer families a flexible and secure way to manage and transition wealth across generations. With governance provisions embedded directly into fund documentation, families can align investment oversight with long-term stewardship and intergenerational involvement.
- Tax efficiency: While tax advice must always be jurisdiction specific, Jersey’s tax-neutral framework and global recognition provides an attractive foundation for international families to structure their wealth in a compliant and efficient manner.
- Privacy and Governance: Jersey fund structures provide a balance between discretion and accountability. They offer clarity around roles and responsibilities – often incorporating family members or trusted advisors into defined governance frameworks – while maintaining appropriate confidentiality and regulatory substance.
Rise in Private Label and Family Feeder funds
We are also seeing notable growth for more tailored structures such as private label funds and family feeder structures - particularly among entrepreneurial and multi-generational families seeking:
- Private Label funds: These bespoke vehicles allow families to establish their own branded fund platforms, aligned with their unique investment ethos, preferred asset classes, and internal governance preferences. Jersey’s regulatory ecosystem supports such initiatives, combining flexibility with a high standard of oversight.
- Family Feeder structures: Increasingly, families are pooling capital into Jersey-based feeder vehicles to access opportunities typically reserved for institutional investors - ranging from private equity and venture capital to real assets. These feeders streamline reporting, centralise risk management, and offer tailored liquidity planning. Benefits that are especially valuable when coordinating capital across multiple family branches or jurisdictions.
These innovations reflect a broader trend: families are becoming more intentional, professional, and values-driven in the way they manage capital.
Oak’s perspective: Applying Jersey’s advantages to family capital
At Oak, we believe Jersey’s value lies not only in its structural toolkit, but in how those tools are applied in practice. We help clients translate regulatory flexibility into real-world solutions. Whether that means supporting intergenerational wealth transfers, consolidating global assets under one platform, or structuring direct co-investment vehicles for family office partnerships.
Our approach often involves integrating JPFs into larger cross-border structures, in collaboration with specialist advisors across tax, legal, and investment disciplines. It’s this ability to connect the dots - between trust, fund, and governance services - that enables us to deliver highly tailored outcomes to our clients.
In short, Jersey is not just the “where”- it’s a key part of the “how” behind our clients’ success.
Looking ahead
As we move further into 2025 and beyond, the role of fund structures in private wealth management will continue to grow. Families are facing increasing complexity, from shifting regulatory environments to generational change while seeking greater control, transparency, and agility in how their capital is managed.
Jersey’s forward-looking regulation, trusted reputation, and continued innovation - exemplified by the success of the JPF regime - position it as a long-term provider of sophisticated, bespoke family strategies.
At Oak, we anticipate further integration of fund and fiduciary services as families look for truly holistic solutions. Our strength lies in bridging the worlds of private client and institutional structuring, helping families create resilient, purpose-driven frameworks for their capital.
If you would like to know more about fund structuring in private and family wealth spaces, please do not hesitate to contact our team below or your usual Oak contact.
