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
The Telegraph, Yahoo! Finance and MSN have shared an article showcasing stories of next generation youngsters joining family businesses, a 12% increase since 2017 in the number of family members who work for SMEs. Hayden Bailey, Head of Private Client, is mentioned in the article commenting that family businesses “take a long-term view, which may be encouraging to the next generation.” He has also published research showing that family businesses tend to outperform the FTSE 100, generating higher revenues and reinvesting more into the business.
Contact the team at Boodle Hatfield should you need advice on either succession planning, or relating to the running of your business.
Read more 3 min read 08 Jul 2025 Society of Trust and Estate Practitioners launches the STEP Responsible Stewardship ToolkitSTEP, the Society of Trust and Estate Practitioners, has today launched a Responsible Stewardship Toolkit, a platform designed to guide families, their advisers and trust and estate practitioners with tools to incorporate responsible stewardship principles in trusts, wills and powers of attorney. Clare Stirzaker, Private Wealth Partner, Emma Haley, Legal Director and Sophie Harcourt, Private Wealth Associate, contributed to the Toolkit, alongside industry experts across the wealth planning, fiduciary and philanthropic sectors.
Read more 5 min read 01 Jul 2025 Modernising wills – A significant step, but work is still to be doneIn eprivateclient, Partner, Nicola Bushby explores the Law Commission’s Modernising Wills report, highlighting key proposals for reforming the law of wills, such as recognising electronic wills and adopting the test for capacity in lieu of the common law test. While progress is clear, concerns remain, especially around the rule revoking wills upon marriage.
Read more 10 min read 24 Jun 2025 Long term residence and its importance for UK inheritance tax (IHT) purposesPrivate Wealth Partners, Kyra Motley and Laurence Morgan explain the concept of long-term UK residence and its significance for UK inheritance tax (IHT) following the shift away from the domicile-based system, introducing new considerations for individuals and trustees.
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