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Payments for family offices managing wealth across borders
Investments, property, staff, education and philanthropy, across many currencies. We support single and multi-family offices with well-documented foreign exchange and payments.
In shortCCYFX supports single and multi-family offices with FX and international payments for investments, property, staff, education and philanthropy across related holding companies, trusts and foundations.
One partner for the whole family structure
Family wealth often sits across several holding companies, trusts and foundations in different jurisdictions. We onboard the related entities together and record how they connect.
Your office has a named contact who handles quotes and payments for every entity, with authorities checked against each entity’s governing documents.
Investment flows
Capital calls, subscriptions and property purchases in many currencies.
Family expenses
Staff, school fees, property costs and travel, paid on instruction.
Charitable giving
Grants and donations from family foundations.
Consolidated records
Confirmations and statements across all related entities.
What we will ask for
Preparing these documents in advance makes onboarding simpler. We confirm the exact list for your structure when you apply.
Office
For the family office entity.
- Corporate documents for the office entity
- Authorised signatories
- Structure chart of related entities
Related entities
For each holding company, trust or foundation.
- Corporate or trust documents
- Ownership and control details
- Purpose and expected payments
Individuals
For directors, beneficial owners and signatories.
- Valid government-issued photo identification
- Proof of residential address
- Source of wealth statement with supporting evidence
- Politically exposed person and tax residency declarations
Common questions
Can we onboard several family entities at once?
Yes. We onboard related entities together and record how they connect, which simplifies intercompany and distribution payments.
Do you provide investment advice?
No. CCYFX provides foreign exchange and payments only.
Can the family office instruct payments for all entities?
Yes, where the office is authorised under each entity’s governing documents.
Other structures
International companies
IBCs, exempted companies and LLCs used for holding, trading and investment.
Trusts and foundations
Discretionary and fixed trusts, private trust companies and foundations.
Fiduciaries and CSPs
Licensed trustees and corporate service providers with client portfolios.
Discuss your family office with us
Apply online in about ten minutes. We will reply with the documents your structure requires and an indicative timeline for onboarding.