Aqua Group Ltd

Overview

Aqua Group provides wealth preservation, succession planning, real-estate, asset-management, project-management, private-fund, regulatory, compliance, transparency, and reporting services. Its work is designed for clients managing complex assets and arrangements across several generations.²

History

The firm was established in 2012 to help families and their businesses meet financial objectives through consistent client service and technical and strategic approaches.¹

Leadership

Jo Luce is Aqua Group’s Managing Director. She has been recognised in Citywealth’s Power Women Awards for female leadership.¹

Services

Aqua’s wealth preservation and succession planning services include trusts, foundations, family-office setup and management, residency planning, and concierge support.²

Its real-estate services cover portfolio structuring, acquisitions, and property management. The firm also supports yacht management, intellectual-property and brand protection, and complex asset structuring focused on commercial real estate.²

Project-management work includes trading-entity acquisitions, commercial real-estate portfolio acquisitions, and insurance coordination. Aqua also provides private fund offerings together with regulatory, compliance, transparency, and reporting support.²

What the firm offers

• Estate planning
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments

Client Focus

Aqua works with families and businesses that require complex asset-management arrangements spanning several generations.¹

Approach

The firm describes its work as bespoke platforms tailored to each client’s needs, risk appetite, and return expectations. Aqua presents this as a holistic approach to service delivery.²

Recognition and Regulation

Aqua Group has received Citywealth Gold and Trust Company of the Year awards.¹

The firm states that it is licensed to provide services from the Channel Islands, Malta, and the United Kingdom. It reports regulation by the Jersey Financial Services Commission and the Malta Financial Services Authority.²

FAQs

Related resources

• LocationMultifamily offices in Jersey

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• GuideHow to choose a multifamily office

  Choosing a multifamily office involves comparing client fit, services, locations, and the way responsibilities are handled. This guide gives families and business owners questions to consider when assessing a provider working across Jersey, Malta, and the United Kingdom.

• GuideMultifamily office fees

  Fee information helps readers understand the kinds of charges that may apply to multifamily office work. Reviewing this resource can support informed questions about costs for administration, bill pay, estate planning, investment support, philanthropy, and insurance services.

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Sources

1. Jersey Chamber: Boston multi-family office acquires Aqua Group
2. Aqua Group services

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.