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
STEP, 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.
Read more 10 min read 17 Jun 2025 The artist’s estatePlanning for an artist’s legacy involves more than just inheritance – it’s about preserving creative identity while providing for loved ones. In the Christie’s Bulletin, Senior Associate, Alice Julian, explores the complexities of managing an Artistic Estate, from copyright and resale rights to tax strategy and charitable foundations.
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