Family Office

We act for a range of family offices and ultra-high-net-worth individuals in managing all their day to day legal queries and from this position of expertise we can offer an experienced hand in guiding the complex legal matters arising from this position. For example, we’re proud to provide pragmatic and thoughtful advice which will help preserve, build and maintain wealth and establish trusts, structures and investment vehicles. We also offer prudent guidance on matters such as inheritance tax and capital gains tax.

Private Wealth 

We understand that a position of independent means can arise from a variety of circumstances, such as the sale of a business, a dynamic career or from family wealth. Each of these has its own implications and we specialise in protecting your assets through robust legal and financial management.

We’re happy to consider and support you on a range of issues related to private wealth management. This includes but is not limited to:

  • Tax arrangements
  • Corporate and commercial investments
  • Dispute resolution
  • Real estate
  • Family governance
  • Charitable giving
  • Corporate formations and restructurings
  • Estate planning, including drafting of wills and trusts
  • Estate, gift and transfer
  • Offshore accounts and trusts
  • Ownership structures
  • Private equity and venture capital
  • Private trust company formation
  • Succession planning
  • Trusts and estate litigation

Our clients include UK and international families, business owners, entrepreneurs, and landed estates with interests and liabilities across the globe. In partnership, our aim is to make sure our clients achieve their objectives in managing, growing and protecting their wealth for the future to the benefit of them and their families.

This includes preservation of their private wealth alongside catering for family needs, business ambition or philanthropic aims. Each problem requires a tailored solution, and we aim to give clients clarity by providing detailed advice which ensures that the right balance is struck between competing issues.

We understand the insight and professionalism needed to successfully meet the needs of our private wealth clients. This means our private wealth legal professionals can bring in experts from across the firm, and those we work with internationally, to achieve all our clients’ personal and business aims. For contentious trust, probate and succession matters, we can also draw on our dispute resolution experts within our team.

International asset management

We pride ourselves on our efficiency and discretion. Our private wealth team has a solid reputation for acting for very high profile and influential families from different parts of the world and we understand the unique needs and challenges these individuals face. We have a strong international capability, assisting UK resident and non-resident, non-domiciled individuals, international families, family offices and business owners.

A highly professional service 

We don’t believe that a bloated back office staff can provide our clients with the personal service which they expect. That’s why all our client-facing activities are handled by our highly experienced commercial and corporate legal professionals themselves – we pride ourselves on superior professional service which is geared towards you.