Families and Family Offices
Your experts
Today's global world presents opportunities and challenges. Surviving and succeeding requires wealthy families to evolve their plans and skills on a constant and on-going basis.
The issues on which each family may need advice will naturally be different: some will want guidance on preserving and enhancing their privately held wealth, whilst others may need support on running their businesses, or a steer on managing their property portfolios. Many of our clients have interests which span the world and we are well placed to advise on multi-jurisdictional planning and UK immigration applications.
Many families may also often need a helping hand in guiding them through disputes or on issues impacting their reputation.
Whatever the need, we understand that supporting families requires careful, professional, sensitive, and practical guidance. For centuries, we have worked hand-in-hand with some of the world’s most successful UK and international families and Family Offices and have enabled them to achieve their ambitions and served them to resolve disputes.
We have done that for 300 years, and we will continue to partner with them into the future.
Recommended reading
Amid significant changes to inheritance tax on the horizon, many long-standing family business owners are reconsidering their future, with some being advised to sell their business or shift their base abroad in anticipation of reduced Business Property Relief (BPR). In a recent Telegraph article, Partner and Head of Private Wealth, Hayden Bailey comments on the growing pressure facing UK family businesses, noting “there’s less desire to build a generational family business in the current climate.”
Read more 7 min read 04 Sep 2025 Advising families: Reflections from the STEP Family Businesses book launchBack in June, we celebrated the launch of the STEP Business Families and Family Businesses Handbook with a distinguished panel of advisers and family business experts. The evening explored the evolving challenges of advising family businesses, from succession planning and governance to the human and interpersonal dynamics that shape long-term success.
Read more 3 min read 02 Sep 2025 Julie Howard speaks at the Annual Cross-Border Considerations for Advisors ConferencePrivate Wealth Partner, Julie Howard will be speaking at the 9th Annual Cross-Border Considerations for Advisors Conference on 3 September, presenting on ‘Regulatory Reform, Reporting, and Global Taxes’. This hybrid event, co-hosted by The Tax Faculty and Lucia De Klein Private Office, brings together leading professionals to explore the latest developments in global tax, wealth, and governance. Julie recently joined Lucinda De Klein’s Trusted Advisors subscription platform, strengthening its global network of expert advisors in the Family Office space.
Read more 3 min read 27 Aug 2025 James Woods-Davison speaks at the TL4 & ConTrA Private Client Summer SchoolThis Friday, Private Wealth Disputes Senior Associate, James Woods-Davison will be speaking at the TL4 & ConTrA Private Client Summer School in Cambridge. James will join Joanne Morse of Summit Trust International to lead a session on “Value-Driven Investing”. With its mix of expert-led sessions, practical workshops and informal networking, the event offers an invaluable opportunity for junior practitioners to develop their technical expertise and broaden their practice.
Read more