Family Office ServicesFamily Wealth Succession Planning
We are able to bring this experience to bear and offer anonymised, but real-life, case studies from other families to serve as inspiration, reference or ‘lessons learned’ for your wealth succession planning needs.
Structuring, Planning & Educating
Whether your wealth has been developed over generations, or you are self-made and have created your legacy in a single generation, you will wish to ensure that your assets are protected and your legacy endures to support your family and subsequent generations.
We assist in the development of suitable structures for the passing of wealth, significant assets, businesses and intellectual property catalogues in tax-efficient and secure vehicles. For us, however, the most important element of any succession-planning initiative is in preparing the next generation for the responsibilities and wider considerations of significant wealth.
We work with families to establish workable and practical governance solutions, tailored within reasonable bounds to the expectations of both the senior and the junior actors, and ensuring their financial and commercial literacy supplemented, where appropriate, with bespoke training or academic courses.
Changes in Family Circumstances
While proactive planning and structuring for changes in family circumstances will help families who are coping with recent changes, a long-term partnership with our family office team can assist with ‘passing the baton’ to the next generation, providing consistency and familiarity at a time of change.
We work with spouses, children and wider families to ensure that the family’s ongoing commercial, legal and reputation-based affairs remain well-managed and that all of the family’s ongoing commitments and obligations are adhered-to during these times of change, so that your family can concentrate on being together and adjusting to the changes.
From young high-earners to long-established family offices, we work hard to understand your values and goals and, drawing on years of experience as trusted advisers, deliver tailored solutions which match your way of working.
1-6 Yarmouth Place, Mayfair, London W1J 7BU
Tel: +44 (0)203 167 8727