About Us
Fulcrum Family Office prides itself on our core values of Independence, Transparency, Dynamic Teamwork, and Performance.
Fulcrum is a leading global Multi Family Office, providing sustainable solutions for wealthy families with complex requirements. We provide wealth management services to ultra high net worth families, their trusts, and their family companies.
Our advisers aim to learn about your family, understand your financial objectives and, together with you, will decide on and implement a strategy on how best to manage your family's wealth in your best interests. We will design and create a family office solution unique to your particular set of circumstances.
Fulcrum has a global network of dedicated business partners, who provide high quality professional services to our clients. We collaborate with an extensive network of service providers around the globe in the fields of fiduciary management, legal matters, custodianship, taxes, real estate, accounting, private equity and asset management. All of our partners share similar values and together put unprecedented control, power, knowledge and opportunity squarely on a family's side of the table. This network is being expanded on a continuous basis.
Real Estate and Residency
Your bespoke real estate and residency solution.
We have created a full spectrum of real estate acquisition and residency services, allowing us to provide in-depth advice to wealthy individuals and their families.
Over the course of more than 25 years, we have developed deep expertise in each of the key areas needed by wealthy families to meet their real estate, relocation and investment goals and objectives. This allows us to fully support your customized family office solution.
Fulcrum Property
Choosing a location to move to isn’t just about finding a home for your wealth. It’s about finding a home where your family can spend quality time for decades.
The Turks and Caicos Islands is a tax free British Overseas Territory consistently ranked and recognized as one of the top destinations in the world in which to purchase a second or third home.
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The main island of Providenciales is a beautiful and secure locale that combines spectacular scenery, a tropical climate and stunning beaches with traditional values of respect, community and privacy. In addition, it also offers excellent education and a broad range of medical services are available.
Residency Services
There are no income, inheritance, sales, corporation, capital gains or withholding taxes in the Turks and Caicos Islands.
Our high value residency team can assist with the legal and regulatory aspects of your relocation to Turks and Caicos Islands, the acquisition of your property, estate planning and, if required, the establishment of related businesses in the Turks and Caicos Islands.
We are well placed to introduce you to local accountants, bankers, lawyers and investment specialists, who can help you to structure your wealth.
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Buying a Home in the Turks and Caicos Islands
Our Family Office Team has earned a leading reputation for its responsive, professional and discreet service for more than 25 years.
We advise both domestic and international clients on buying and selling residential property in the Turks and Caicos Islands – including the most expensive property purchases in the island’s ultra-luxury property market. Our team provides not just the legal support to guide you through the process, but also the practical, local, hands-on expertise that you need.
And when you need outside expertise – be it trusted tax advisers, surveyors, architects, or private banks – we will open our network of trusted experts to you.
Our wider services include:
- Advising on relocations to the Turks and Caicos Islands and departing from Canada or your home country
- Preparation of high value residency applications in conjunction with trusted Canadian tax advisers
- Locating your ideal home, villa, condominium or ocean front land parcels
- Private banking and investment consulting to provide a seamless and personal service to make your effortless transition towards residency in the Turks and Caicos Islands.
Many high-profile clients are particularly concerned about privacy issues, and we ensure their anonymity is protected.
