Family office services

Our Private Client group has a dedicated team of lawyers and professionals who can provide varied expertise and services for wealthy families and their professional advisers.  The family office service can be tailored to suit clients' requirements, to work with individual families, providing technical tax and financial planning and also provide day to day administrative support.

The service

Cash management
Monitoring of cash balances, cash flow reports, payments of bills.

Investments
Monitoring investment performance, producing investment strategies and ensuring regular review, liaison with investment advisers and maintaining investment records.

Asset security
Holding client assets in our nominee company.

Tax compliance
Completion of tax returns, payments of tax and negotiations with HM Revenue & Customs. 

Tax & estate planning
Integration of the client’s estate planning, asset protection and family requirements, through our sophisticated tax strategies and expert advice.

Probate
Dealing with all aspects of estates for wealthy international families, with assets and structures in numerous jurisdictions. We also provide advice on contentious probate matters.

Trusts
Trusteeship, administration, accounting and taxation

Land & property
Advice on all aspects of property transactions for residential, agricultural and landed estates as well as commercial property.

Family law
Advice on pre and post-nuptial agreements and other legal issues connected with the family and protecting the family’s wealth. 

Privacy
Advice relating to the protection of privacy and reputation and strategies to prevent media intrusion.

Private commercial
Advice on commercial interests and the protection of those interests. Includes assistance with the management of family businesses, family partnerships and business ventures.

Strategic Assets
Advice on the ownership and management of assets such as aircraft, boats, collections of cars and art.