Creating a legacy for you and your family.

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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Top 10 Data Protection Issues for Private Client Advisers

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.

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