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- Peter Daniel
Partner - Head of Private Wealth
- William Hancock
Partner
As the needs of multi-generational and international families evolve, the family office becomes an increasingly important vehicle when it comes to protecting significant wealth whilst fulfilling business and philanthropic aims. Each family office is unique in terms of culture, structure and scope; they reflect the distinct values and interests of the families they are associated with. Due to this diversity, each family office will encounter its own legal, business and personal challenges. It is, therefore, crucial to work with a team of trusted advisers with the ability to provide you with pragmatic and truly bespoke advice.
With strong expertise in tax and estate planning, wealth structuring and succession planning, our Tax & estate planning team provides single and multi-family offices with guidance on the accumulation, protection and transfer of family wealth to future generations. As the affairs of high net worth families become increasingly complex, often spanning multiple jurisdictions, we ensure your wealth is structured in a way that is tax-efficient and fulfils the requirements of you and your family. Our team gains a thorough understanding of your circumstances so we can provide you with carefully tailored solutions that align with your objectives and priorities.
We advise in relation to the full scope of personal and commercial assets, which often involve a family business, supporting our clients in creating an enduring legacy for themselves and their families. We provide guidance on how births and marriages can potentially impact asset protection and succession, dealing with sensitive family matters with the utmost discretion. We also advise on how you can use some of the wealth you have accumulated to achieve your philanthropic aims by supporting causes of importance to you.
Our multi-disciplinary team has extensive experience advising clients on managing their investment portfolio whether this covers real estate, heritage property, luxury assets or private equity. When it comes to deploying capital, we take a commercial approach whilst striving to minimise the risk involved.
We have the expertise to support you in ensuring the efficient and effective running of your family office including structuring and planning with regard to tax liabilities and regulatory compliance. We can advise you on the full range of employment and immigration matters and if your family office gets involved with a dispute of any kind, we can support you in resolving this. We can also provide reputation management advice as necessary.
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Despite the introduction of the GDPR in 2018, data protection compliance does not seem to have been the highest priority for many professional adviser firms. However, the UK GDPR imposes significant duties on data controllers, with equally significant enforcement measures for serious regulatory breaches, including fines.
In addition, the pandemic has brought about a greater focus on the security of personal data, so professional advisers would do well to undertake regular reviews of their current policies and procedures, in particular, if this has not been done since Brexit.
Partner - Head of Private Wealth
Talk to Peter about UK trusts, tax & estate planning & International trusts, tax & estate planning & Private wealth & Probate & US/UK Tax & estate planning
Partner
Talk to William about Family offices & International trusts, tax & estate planning & Private wealth & UK trusts, tax & estate planning
Senior Partner
Talk to Daniel about International trusts, tax & estate planning & Family offices & Firm management & Private wealth & UK trusts, tax & estate planning & US/UK Tax & estate planning
Partner
Talk to James about UK trusts, tax & estate planning & Private wealth & Tax disputes & investigations
Partner
Talk to Ragavan about Corporate & Commercial & Corporate recovery, restructuring & insolvency & Private equity
Partner - Head of Employment
Talk to Tania about Employment law for employees & Employment law for employers
Related content
As the needs of multi-generational and international families evolve, the family office becomes an increasingly important vehicle when it comes to protecting significant wealth whilst fulfilling business and philanthropic aims. Each family office is unique in terms of culture, structure and scope; they reflect the distinct values and interests of the families they are associated with. Due to this diversity, each family office will encounter its own legal, business and personal challenges. It is, therefore, crucial to work with a team of trusted advisers with the ability to provide you with pragmatic and truly bespoke advice.
With strong expertise in tax and estate planning, wealth structuring and succession planning, our Tax & estate planning team provides single and multi-family offices with guidance on the accumulation, protection and transfer of family wealth to future generations. As the affairs of high net worth families become increasingly complex, often spanning multiple jurisdictions, we ensure your wealth is structured in a way that is tax-efficient and fulfils the requirements of you and your family. Our team gains a thorough understanding of your circumstances so we can provide you with carefully tailored solutions that align with your objectives and priorities.
We advise in relation to the full scope of personal and commercial assets, which often involve a family business, supporting our clients in creating an enduring legacy for themselves and their families. We provide guidance on how births and marriages can potentially impact asset protection and succession, dealing with sensitive family matters with the utmost discretion. We also advise on how you can use some of the wealth you have accumulated to achieve your philanthropic aims by supporting causes of importance to you.
Our multi-disciplinary team has extensive experience advising clients on managing their investment portfolio whether this covers real estate, heritage property, luxury assets or private equity. When it comes to deploying capital, we take a commercial approach whilst striving to minimise the risk involved.
We have the expertise to support you in ensuring the efficient and effective running of your family office including structuring and planning with regard to tax liabilities and regulatory compliance. We can advise you on the full range of employment and immigration matters and if your family office gets involved with a dispute of any kind, we can support you in resolving this. We can also provide reputation management advice as necessary.
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Partner - Head of Private Wealth
Partner
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© 2023 Collyer Bristow LLP
Sharon Fryer, Head of Commercial Services
CB Comply: Data protection training
Collyer Bristow offers live, interactive, engaging and practical training sessions on a variety of privacy-related topics.
CB Checkpoint: Optimising your key business documentation, policies & procedures.
There are a number of key policies, procedures and documents your business should keep up to date, to be both legally protected and in preparation for investment or exit.
Collyer Bristow’s ‘CB Checkpoint’ team will give your business a full check-over, reviewing your key documentation and advising on any changes that are suggested or required. We will deliver a full report of our findings and offer support, should you need it, to ensure legal protection for your business, its assets, and ultimately its reputation.
CB Comply: Data protection training
Collyer Bristow’s Data Privacy team offers live, interactive, engaging and practical training sessions on a variety of privacy-related topics.
Robin Henry, Head of Dispute Resolution
Navigating your Business through conflict.
We work with clients across a vast range of industries supporting them through the full range of disputes. We provide dynamic and tailored strategies to get them back on track and focused on the day-to-day activities required for success.
Peter Daniel, Head of Private Wealth
Support for the day to day, support for the complex.
Tailored support for wealth individuals and families.
CB Clarity: Pre and post nuptial agreement services
The purpose of a nuptial agreement is to agree a fair financial settlement between a couple in the event they get divorced/the civil partnership is dissolved, and it seeks to protect any pre- acquired assets such as inheritance, businesses or property and also seeks to deal with any future inheritance. Put simply, pre and post- nuptial agreements help to provide security, clarity and certainty in the future, for both parties.
CB Entrust: The personalised will writing service from Collyer Bristow
CB Entrust is not an off the shelf will such as those available on the high street, but a fixed price expert approach to writing one of the most significant documents of your life.
Michael Grace, Head of Real Estate
Support across all your real estate requirements.
We work with property owners, investors, developers, funders and both landlords and tenants on the financing, growth, management and disposal of their property and portfolios.
Helping those in the financial sector respond rapidly to market changes.
Our multi-disciplinary team provides a seamless service to businesses and individuals operating in the financial sector. Our work ranges from corporate finance, lending, and restructuring, to funding, regulation, high-value banking litigation and complex claims against financial institutions.
lifetime gifting
A lifetime gift is any gift that you make, without strings, during your lifetime.
In the UK, there are strict rules around gifting to stop people from avoiding IHT by giving away their possessions as gifts before they die.
The digitalisation of our everyday lives
All of us have at least part of our lives online and in digital assets such as emails, social media profiles, cryptocurrency and online bank accounts, to name just a few. The law recognises that digital assets can be owned. However, there is no consistency between assets and you may find that some of your most valuable assets are mere licences to use a third-party provider’s service. This has significant consequences when attempting to access, manage and transfer digital assets after death.
Flexible working is the future of the workplace.
As well as the obvious benefits to both employers and employees of continuing to combine working from home with going into the office and more flexible hours, there are employment law and other legal implications that employers will need to consider. Each organisation’s requirements will be slightly different.
Supporting businesses in digital transformation.
The metaverse. Artificial intelligence. E-sports. Cryptocurrency. Traditional business models and industries have either been or are being disrupted by digital innovation, paving the way for new opportunities and changing “the way that things are done.”
Listen to the latest in our UK/USA podcast series
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Read our latest news: Real Estate & Construction team joins Collyer Bristow from Ince & Co
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