Family Offices & Family Businesses

We help navigate the key decisions required to establish a successful family office, including identifying the level of involvement the family requires, where the family office should be located and who should run it.

Establishing a family office involves a series of strategic decisions. We guide clients through every step, from determining the right level of family involvement, to choosing the optimal jurisdiction and identifying the right leadership team. Our goal is to ensure the structure supports your long-term goals and operates with clarity and purpose from day one.

Our financial services regulatory experts guide clients through the maze of rules and help with applications for any necessary regulatory approvals.

Family offices often face complex regulatory environments. Our financial services regulatory experts work alongside our private wealth team to provide clear, practical advice and manage the entire process for securing necessary approvals. We simplify the regulatory landscape, ensuring your family office remains compliant, efficient and future proofed.

We advise on all aspects of tax that can affect family offices and businesses.

We help ensure that the tax residence of the asset holding structures is not affected by the activities of the family office and that the correct service agreements are in place for the services provided by the family office.

From a UK perspective, we also advise on the family office's VAT and PAYE/NIC obligations.

We provide tax exemption structuring advice for family offices established in Hong Kong, Singapore and Dubai.

Attracting and retaining top-tier talent requires the right incentive structures. Our team designs bespoke equity, bonus, and remuneration arrangements that align individual performance with family office objectives.

We advise on the full spectrum of fund and investment matters. This includes setting up appropriate investment structures (or reviewing existing ones) and advising on the acquisition and disposal of investments. Our advice balances individual goals with broader business implications.

Whether acquiring a business, restructuring, or preparing for a future exit, we help you make well-informed decisions. Working closely with our corporate specialists, we advise on ownership structures, financing, and exit strategies, including succession planning and post-founder transitions.

For families prioritising impact, we offer strategic guidance on embedding ESG principles into investment and business structures. We assist with creating ESG-aligned funds, restructuring existing businesses, and developing trusts with sustainability mandates, ensuring your values are reflected in your financial footprint.

Effective risk management underpins the long-term success of a family office. We support clients in identifying, mitigating, and managing risks across reputation, legal exposure, financial operations, cybersecurity, and crisis planning. Our practical solutions help safeguard your legacy and give you peace of mind.