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
Private Wealth Partner, Laurence Morgan has been invited to speak at at the TL4 Private Client Non-Dom Tax and FIG conference with a diverse range of speakers. The conference session titled “Analysing Recent Legislative Changes to Inheritance Tax” will be taking place at One Whitehall Place in London on Tuesday, 20 May.
Read more 5 min read 15 May 2025 Cutting migration without upskilling British workers will be an economic disasterThe government’s proposed immigration reforms risk creating labour shortages and discouraging investment – undermining, rather than promoting, economic growth. Immigration Partner, Zoe Jacob highlights the urgent need for a more balanced approach that supports skilled migration and incentivises investment, while upskilling the domestic workforce.
Read more 4 min read 30 Apr 2025 Navigating Modern Relationships in a Changing WorldEvolving family roles and shifting gender dynamics are reshaping everything from financial planning to parenting and separation. In The Dura Society, Family Partner, Katie O’Callaghan explores how the legal system must keep pace with the realities of modern relationships.
Read more 7 min read 24 Apr 2025 What does HMRC’s consultation on APR and BPR tax changes reveal?Inheritance tax reliefs on business and agricultural property are set to tighten significantly from April 2026, putting long-established family succession plans under pressure. In FT Adviser, Partner, Hayden Bailey, and Legal Director, Emma Haley, explore how families and UHNWIs can navigate these changes, and why now is the time to revisit wills and trust structures with trusted advisers.
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