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
Double taxation remains an unresolved issue for UK residents holding investments through US LLCs. Private Wealth Partners, Laurence Morgan and Dom Rothbarth, and Senior Associate, Marie McCallum outline how conflicting UK and US tax treatments can lead to unfair outcomes and the grounds for optimism.
Read more 4 min read 13 May 2026 The Earned Settlement proposals – a unique opportunity for the tech sectorWhat do the Earned Settlement proposals mean for tech talent and hiring strategy? Partner and Head of Immigration, Zoe Jacob and Associate, Clemmie Smith outline how the shift to a contribution‑based model could reshape settlement timelines, costs and recruitment planning for the tech sector.
Read more 3 min read 13 May 2026 What is driving American interest in moving to the UK?Why are high net worth Americans increasingly looking to the UK for relocation and new opportunities? Following on from her insight in the Luxury Collective white paper, Partner and Head of Immigration, Zoe Jacob writes in WealthBriefing, exploring the key lifestyle, political and tax drivers behind this growing trend, alongside what it means for those considering short and long term moves.
Read more 3 min read 08 May 2026 5 misconceptions around BPR changes and minority shareholders
Does retaining control really mean minority shareholders won’t change the way a business is run? In Accountancy Today, Private Wealth Senior Associate, James Woods‑Davison outlines five common misconceptions and explains how legal protections, governance, and dispute risks often challenge assumptions around control, confidentiality, and financial exposure once minority shareholders are introduced following the April 2026 BPR changes.
Read more