Private family ownership

Pulling together an effective global estate and succession planning solution is key to ensuring your family are provided for and your assets are passed on in the way you wish after your lifetime. We work with you on the design and implementation of your estate and succession plan, addressing any concerns or potential conflicts, and giving you peace of mind.

Our solutions enable you to establish a governance framework to help ensure your family and business(es) are able to operate and interact effectively now and in the future. Enshrining family and business values through governance tools can improve the chances of longevity and cohesiveness within the family and the family business(es).

You are busy growing your wealth or businesses. We help you protect your wealth by designing innovative and commercial solutions that provide robust asset holding structures, which fit your individual family circumstances. We also help you protect wealth to ensure you are prepared as far as possible if you or your loved ones face a significant life event.

We provide a tailored solution to help protect your trust assets in the event of litigation, divorce or any other type of claim. We also provide advice on personal liability for trustees seeking to manage their fiduciary duties with their personal position. In addition, we offer trustee risk management.

Whether it’s controlling transition of wealth through wills or transitioning wealth on the sale of a family business, we can help you equip the generations to come for success. This can range from next generation business education to developing family social investment strategies and family philanthropy and charitable giving.

The family office is modernising and with it comes tech-enabled family office governance. For example, we can support you with tools and technologies that can help store and manage information more effectively, improve governance and provide a more secure platform on which you can manage your affairs.

We work with you to help plan and implement the smooth transition of family businesses across generations. Our highly skilled team can ensure an alignment between private and corporate tax solutions as well as private and corporate legal solutions.

There may be family and/or business reasons that drive a cross-border move. Our specialist team can help you reside legally overseas and ensure adherence to applicable laws.

We support you with advice around business continuity in the event of lost mental capacity or death.