Turnstone (Isle of Man) Limited

Overview

Turnstone (Isle of Man) Limited is an international multi-family office serving families through a global network. The firm reports that it has operated from the Isle of Man since 2005 and has always been independent.¹

History

Turnstone says its Isle of Man business was established in 2005 as a trust and company service provider focused on private wealth succession planning. In 2020, the firm introduced its multi-family office concept to help families secure their legacy for future generations.²

Timeline

1. 2005The firm reports that it has operated from the Isle of Man since 2005 and has always been independent.
2. 2020In 2020, the firm introduced its multi-family office concept to help families secure their legacy for future generations.

Leadership

- Roelf Odendaal, Director - Alyson Hamilton-Lacey, Non-Executive Director - Alec Berber, Non-Executive Director³

Services

Turnstone provides finance and cash management, legal and compliance support, advisory and investment services, fiduciary administration of trusts, companies and foundations, and family and corporate governance. It also provides family business advisory, family governance structures and succession planning solutions.¹⁴

The firm says it can advise families worldwide through its network, with preferred providers focused on the Isle of Man, Ireland, the Netherlands, the United Kingdom, Botswana, Namibia and South Africa.⁴

What the firm offers

• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Business owner services
• Cross-border planning

Client Focus

Turnstone works with established family offices, young entrepreneurs, family businesses, entrepreneurs who have sold businesses, and second- and third-generation families. It identifies families with more than £3 million in investable assets spread across multiple investment managers as one client group.⁵

Approach

Turnstone describes its approach as holistic, considering family identity, business ownership and investments together. The firm emphasizes communication, governance and transparency across generations when helping families coordinate their affairs and plan for continuity.⁶

Assets and Minimums

Turnstone identifies families with more than £3 million in investable assets spread across multiple investment managers as one of its client groups.⁵

Regulation

Turnstone states that Turnstone (Isle of Man) Limited is licensed by the Isle of Man Financial Services Authority. The Authority’s licence-holder register includes Turnstone (Isle of Man) Limited.¹⁷

FAQs

Related resources

• LocationMultifamily offices in Douglas

  This Douglas-focused page helps place an Isle of Man based provider in its local professional setting. It may help families compare nearby options for estate planning, fiduciary administration, governance support and cross-border arrangements before speaking with a firm serving international clients.

• Network siteOffshoreTrusts.com

  These guides explain how international trusts and cross-border asset planning are commonly structured. They can help a family or business owner prepare questions about succession, trustee roles, tax residence, asset location and administration when considering services connected with the Isle of Man.

• Network siteFamilyOffices.com

  FamilyOffices.com offers educational material and a community focused on single family offices and wealthy families. Its resources can help readers compare a multi-family office model with building internal capabilities for governance, investment oversight, philanthropy and administration across generations.

• GuideMultifamily office fees

  This fee guide gives readers a starting point for discussing how multi-family office charges may be structured. It can support clearer questions about fees for fiduciary work, bill pay, investment support, governance assistance and cross-border planning when reviewing an advisory relationship.

• Similar firmsAffinity
  Knox House Trust Limited
  Cavendish Trust Company Limited

  Profiles of Affinity, Knox House Trust Limited and Cavendish Trust Company Limited provide nearby points of comparison on this site. Reviewing their stated services may help families and business owners identify which capabilities matter most, such as trusts, administration, succession planning and international support.

Sources

1. Turnstone, About
2. Turnstone, History
3. Turnstone, Directors
4. Turnstone, Turnstone’s Solutions
5. Turnstone, How Can Turnstone Help?
6. Turnstone, Philosophy
7. Isle of Man Financial Services Authority, Licence Holders

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.