Private Wealth

We understand that a position of independent means can arise from a variety of circumstances, such as the sale of a business, a dynamic career or from family wealth. Each of these has its own implications and we specialise in protecting your assets through robust legal and financial management.

We’re happy to consider and support you on a range of issues related to private wealth management. This includes but is not limited to:

• Tax arrangements

• Corporate and commercial investments

• Dispute resolution

• Real estate

• Family governance

• Charitable giving

• Corporate formations and restructurings

• Estate planning, including drafting of wills and trusts

• Estate, gift and transfer

• Offshore accounts and trusts

• Ownership structures

• Private equity and venture capital

• Private trust company formation

• Succession planning

• Trusts and estate litigation

Our clients include UK and international families, business owners, entrepreneurs, and landed estates with interests and liabilities across the globe. In partnership, our aim is to make sure our clients achieve their objectives in managing, growing and protecting their wealth for the future to the benefit of them and their families.

This includes preservation of their private wealth alongside catering for family needs, business ambition or philanthropic aims. Each problem requires a tailored solution, and we aim to give clients clarity by providing detailed advice which ensures that the right balance is struck between competing issues.

We understand the insight and professionalism needed to successfully meet the needs of our private wealth clients. This means our private wealth lawyers can bring in experts from across the firm, and those we work with internationally, to achieve all our clients’ personal and business aims. For contentious trust, probate and succession matters, we can also draw on our dispute resolution experts within our team.