Working With Family Offices

We understand the dynamics and rapidly evolving legal and personal issues that affect families and family offices. Especially when it comes to managing, protecting and passing on wealth.

The world is experiencing a turbulent period, with significant shifts in technology, geopolitics, the environment and civil society, coupled with the risk of a recession.

Despite this, the number of family offices has grown significantly in recent years. There are now an estimated 12,000 - 15,000 offices worldwide with assets under management of nearly US$6 trillion. Our dynamic and diverse team of family office lawyers and tax experts work together to offer integrated advice and support on a variety of issues.

We can help you with advice on:

  • Establishing new family offices
  • Work closely with the management team of existing family offices
  • Corporate matters
  • Succession planning
  • Coordination of investment funds and investment of assets
  • Complex UK and cross-border tax advice
  • Regulatory and tax compliance
  • Changes to the family dynamics
  • UK immigration and British citizenship - For EU and non-EU citizens
  • Incentivising family office staff to assist with retention
  • Acquisition, financing and ownership structures for commercial and residential property
  • Establishing charities and other philanthropic structures
  • Resolving commercial and personal legal disputes.

We’re proudly independent, and only work with the best professionals in each jurisdiction, enabling us to provide coordinated advice and support, so that our clients can focus on what is most important to them.

With a discreet but comprehensive network of experts, we are able to connect our family office clients to our substantial and diverse client, professional adviser and community eco-system.

Supporting Family Offices

Our experts understand the complexities and evolving needs of ultra high-net-worth families and their business interests. Find out more about how we can support family offices, families and their advisory partners.

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Key contacts:

Alex Ruffel

Partner, International and HNW

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Becks Grant-Jones

Business Development Manager

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Working With Professionals

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