Family Offices
Bespoke FX for multi-generational wealth.
Family offices managing assets across jurisdictions, currencies, and generations need a discreet, relationship-driven FX partner with institutional-grade execution. Jackson Swiss Partners provides exactly that — without the opaque pricing of a private bank.
The Hidden Cost
Opaque bank pricing is eroding your wealth.
Family offices typically pay 121 basis points on FX services — compared to as low as 5 basis points available through direct institutional execution. The gap is invisible in a private banking relationship but very real on the annual P&L.
- Bank FX spreads on wealth conversions average 121 bps — up to 24× institutional execution costs
- Unhedged multi-currency portfolios absorb avoidable volatility across every market cycle
- Manual treasury processes leave exposure gaps, audit failures, and reconciliation errors
Estimated annual FX cost drag — unmanaged family office operations
Wealth management cycle — JSP FX touchpoints
The Solution
Institutional FX, wrapped around your family's entire financial structure
JSP manages FX at every layer — from portfolio rebalancing and international property to philanthropic disbursements and generational wealth transfers — with the discretion and customisation that private banking rarely delivers.
- Layered forward contracts reduce multi-currency portfolio volatility by up to 70–80% over market cycles
- Dedicated relationship manager with institutional-grade access to pricing — no pooled desk, no transfer pricing markup
- Consolidated FX reporting across all entities, trusts, and structures in one view
Core Capabilities
Built for wealth preservation at every layer.
Bespoke FX Hedging
Layered forward contracts and vanilla options to protect multi-currency wealth across market cycles — structured around your family's unique exposure profile.
International Property FX
Competitive rates on cross-border property purchases, disposals, and rental income — with same-day execution and full settlement documentation.
Multi-Currency Cash Management
Daily visibility of cash positions across currencies and jurisdictions — ensuring liquidity is where it needs to be, when it needs to be there.
Wealth Transfer FX
Tax-cognisant currency conversions for generational wealth transfers across borders — with full documentation for legal and trustee requirements.
Philanthropic Payments
Global charitable disbursements in 30+ currencies with full governance trail — audit-ready and compliant with family office governance frameworks.
Consolidated FX Reporting
Real-time exposure visibility across all family entities, trusts, and structures — one dashboard, full audit trail, compatible with major custodians.
Measurable Impact
Why family offices choose our approach.
average saving
vs typical family office FX bank pricing — from 121 bps down to institutional ~5 bps
currencies
for wealth management, property, and philanthropic payments
volatility reduction
portfolio FX volatility reduction achievable through layered hedging programmes
of family offices
consider currency exposure moderate-to-high risk yet have no hedging programme
FAQ
Family office FX & treasury FAQ.
Private banks embed FX spreads within relationship pricing — typically 100–150 bps above mid-market. JSP provides transparent, institutional-grade execution with a dedicated relationship manager and no hidden markups.
All client relationships are managed with strict confidentiality as standard. We operate on a need-to-know basis, with no disclosure of family positions, strategies, or transaction volumes beyond the direct advisory team.
Yes. We work across single family offices, trusts, holding companies, and operating entities within the same family structure — providing consolidated reporting and the ability to net exposures across entities where appropriate.
Forward contracts up to 24 months, vanilla options, and layered rolling hedges for ongoing exposures. We build programmes around your family's specific currency mix, liquidity requirements, and multi-year planning horizon.
Yes — this is one of our most common mandates for family offices. We provide pre-purchase FX planning, competitive execution on completion day, and ongoing currency management for rental income and maintenance costs.
We provide consolidated FX exposure reporting across all entities and structures on a single dashboard, with data exports compatible with major family office software and custodian platforms.
Get Started
Ready to simplify FX across your family's global footprint?
Speak to an advisor who understands multi-generational wealth, multi-jurisdiction complexity, and the discretion a family office requires. Institutional pricing, bespoke service.