Sector experience
Private clients and family businesses
We advise families, founders and family businesses on succession, trusts, estates and the governance of family wealth.
Overview
Private clients bring us matters that are both financially significant and deeply personal. We advise families and founders on trusts, succession, estates and the governance of family businesses, with discretion and care.
Our Principal Advisor holds a Professional Certificate in Estate and Trust Administration, and our private client work is integrated with our corporate work, so that personal and business structures fit together.
Clients in this sector include families, founders, family businesses and the structures through which family wealth is held..
How we help
Our work in this sector
Trusts
We advise on the formation, administration and amendment of trusts, including offshore trusts, and on trustees' fiduciary duties. We help trustees keep proper records and take decisions correctly.
Succession and estates
We plan succession for business owners and families, prepare wills and advise executors on estate administration. We plan for the unexpected as well as the expected, including incapacity and the death of a co-owner.
Family business governance
We help families establish governance frameworks and shareholder arrangements for family businesses. Agreeing principles while relationships are good is the surest protection against later disputes.
Wealth-holding structures
We advise on companies, trusts and offshore arrangements for holding family wealth, with the family's tax advisers. We look at personal and business structures together, so that they support one another.
Liquidity events
We advise founders and families on the sale of a business and the structuring of the proceeds. We plan the structure of the proceeds before the transaction completes.
Technically sound. Commercially minded.
Advice that begins with technical precision and extends to the commercial and strategic judgement that founders, owners and executives rely on.