Families and Wealth

Families and Wealth

We design solutions for asset protection, estate and succession planning, the protection of vulnerable family members and the continuation of family wealth and legacy across multiple generations. We make use of a wide range of legal tools and arrangements, including trusts, foundations, companies as well as special vehicles where required, such as private family investment funds. 

Our approach to Structuring Private Wealth  

We start off the wealth structuring process by taking the time to fully understand you, our clients’ personal, family and business circumstances. The next step is to understand your objectives. These are unique to every client or family and we pride ourselves on designing wealth protection strategies that take into consideration not only the current state of affairs but also, known and potential future objectives. 

Our Expertise in Private Family Wealth 

As a family business ourselves, we are aware of the challenges that family businesses have to face, more so the importance of resilience in times of great uncertainty. Striking a healthy balance between business and family life and providing for the continuation of the business from one generation to the next, are often the greatest hurdles for family businesses. We understand this and work closely with various HNW family businesses to understand their succession, philanthropic and estate planning objectives. We also advise them on a comprehensive structure for their family wealth and business interests in a sustainable legal and tax optimised manner. 

Charity and Philanthropy   

It is our pleasure to provide the means for family philanthropists who seek to make a positive social impact. We advise such HNW and successful families, on the most tax-efficient means to maximize the value of their charitable investments. Our services to charitable and voluntary groups include assistance in relation to the registration and compliance processes of operating as a voluntary organisation as well as advice on the day to day running of the organisation. 

Our Private Wealth Team 

On matters of Private Wealth we have a depth of experience: our 3 Directors and Senior Manager are all TEP, the global benchmark qualification for Trust and Estate Practitioners, and between them offer some 80 years’ experience in the field. We have been involved with mainstream assets such as family business, financial portfolios and real estate investments as well as new age holdings such as virtual and digital assets.