Family Offices
We understand the unique relationships that need to be formed, the needs that need to be met and complexities that are encountered when clients are managing substantial wealth and family legacies. We provide services tailored to the specific requirements of most Family Offices and affluent families who are seeking comprehensive advice in relation to their legal, and personal affairs.
Our Family Office services include:
- Real Estate Asset Management: We advise on the sale, purchase and legal asset management of Real Estate in England.
- Lending: We advise on lending transaction, where Family Offices are in the business of lending money, especially secured against Real Estate.
- Tax & Estate Planning & Wealth Structuring: Usually with the involvement of tax specialists, we assist in creating strategic estate plans and structuring wealth in a tax-efficient manner to facilitate intergenerational wealth transfer and asset protection.
- Trust Establishment & Administration: We advise on the establishment and administration of trusts to safeguard assets, provide for beneficiaries, and achieve specific family objectives. Our solicitors and Partners also provide the services of professional trustees.
- Succession Planning & Family Governance: We assist in developing succession plans, facilitating family meetings, and establishing structures to ensure wealth continuity, especially in relation to Real Estate assets.
- Philanthropy & Charitable Giving: We advise on philanthropic initiatives, including establishing charitable trusts and foundations.
- Legal Advisory & Dispute Resolution: We provide ongoing legal advice and representation on a range of matters.
- Corporate & Commercial matters. We advise on on corporate structuring and governance to assist the operations of and decision making in entities holding assets.
For more information please call our team on 020 7636 2100.