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, 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 6 min read 13 Aug 2025 Succession: Why wealthy African families must plan for the futureOver the next two decades, Africa will see its most significant transfer of wealth from one generation to the next. Yet, statistics show that many family businesses fail by the third generation. In African Business Magazine, Private Wealth Partner, Julie Howard explores strategies wealthy African families can adopt to succeed in preserving their wealth, unpacking why succession planning is more than a financial exercise – it is about safeguarding legacy, unity and values.
Read more 3 min read 12 Aug 2025 CIOs and tech leaders should heed the UK’s latest immigration reformsThe UK’s Skilled Worker visa route has undergone major reform and tech businesses may be more exposed than they realise. In their recent article for Tech Monitor, Immigration Partner, Zoe Jacob and Associate, Rhona Findlay warn tech leaders not to overlook the impact of these changes, breaking down the implications for roles at RQF Level 3-5 and explaining why CIOs and HR teams must act now to audit their workforce and mitigate immigration risks.
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