Protecting You from Both Commercial and Personal Risk
An Integrated Service for Family Offices
Our experts understand the complexities and the evolving needs of ultra-high-net-worth families and their family offices. We work together with our clients and their advisors to provide solutions based on the goals of each individual family and their business interests.
Providing You with Support Tailored to Your Needs
We’ll help you protect your family office from commercial and personal risk and plan for the safe passing of your wealth to future generations.
Our expertise and recent experience include helping clients with:
- Establishing new family offices – Identifying suitable jurisdictions in which to base them and structuring their ownership for privacy and tax-efficiency.
- Working closely with the management team of existing family offices - Advising on day to-day issues such as commercial contracts and employment matters.
- Corporate matters - Designing and setting up corporate holding structures, undertaking due diligence, restructuring, acquisitions, and investments. Advising on and project managing complex, multi-jurisdictional transactions.
- Coordination of investment funds, investment of assets and private equity – Including undertaking comprehensive due diligence on the target entity, drafting, and negotiating the transaction documentation and providing ongoing advice and support.
- Succession planning - Reviewing existing structures, creating new complex trusts and foundations for asset protection and wealth preservation, and preparing Sharia-compliant UK Wills.
- Complex UK and cross-border tax advice - Advice on relocation of family members to different jurisdictions and the effect on asset-holding structures, taxation of trusts and foundations and tax-efficient investment in UK real estate.
- Regulatory and tax compliance - UK annual income tax returns, IHT returns, ATED returns, and HMRC disclosures.
- Changes to the family - Pre-nuptial agreements and divorce.
- UK immigration and British citizenship – For EU and non-EU citizens.
- Incentivising family office staff to assist with retention - EMI options schemes and bonus schemes.
- Acquisition, financing, and ownership structures for commercial and residential property.
- Establishing charities and other philanthropic structures.
- Resolving commercial and personal legal disputes.