Private Wealth.
For Carey, open and creative partnerships with our clients and their advisors achieve far greater outcomes than traditional, reactive approaches to trust administration.
We provide every service one would expect from a modern fiduciary firm but the important difference is the overlay of our cultural values.
Here, our wide experience in private wealth is reinforced by our comfort in challenging traditional concepts and approaches to achieve the optimum result. Our partnership principle involves sitting on the same side of the table as our clients, sharing one mind-set.
Clients select us because of our creativity and the added value we provide to wealth structuring. Through this we achieve more for our clients and thrive on the challenge to find solutions to a myriad of different scenarios.
Carey works with clients and intermediaries around the globe. Whether that relationship is large or small, we value the long-term opportunities that can develop.
- Trust, Foundation and Company Administration
- Private Trust Company & Private Trust Foundation
- Succession Planning (Personal and Business)
- Philanthropic Structures
- Family Funds & Partnerships
- Accounting and International Reporting
- Real Estate Services
- Private Office Services
- Club Deal Investments


Challenge
Expectation.
At Carey, we thrive on challenging traditional views. We do this in partnership with our clients as well as on their behalf. We believe that our fresh and modern approach to traditional administration sets us apart from our peers. Challenge provides opportunities for new perspectives and better solutions.
Create
Opportunity.
By embracing challenge, opportunities unfold. Our Carey people enjoy the creative process that ultimately develops the ideal solution for each client’s situation. Whether the opportunities are complex or more straightforward, without exploring what’s possible, we cannot create the optimal result.
Achieve
More.
Through close and truly open partnerships between Carey, our clients and their advisors we challenge habit and build upon each other’s ideas and expertise. Experience tells us that this combination produces exceptional results which grow far beyond what individually we thought to be possible at the outset.
Let's Talk
Let's Talk
Jim Gilligan
