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 8th Annual Cross-Border Considerations for Advisors conference on 5 September. Julie will present a “Spotlight on the UK: Changes to the Taxation of Non-Domiciled Individuals – Issues for South Africans”, focusing on critical tax changes impacting UK-connected clients. This session will be particularly valuable for South African advisors offering cross-border advice.
Read more 6 min read 28 Aug 2024 The impact of the UK’s changing non-dom landscape on wealthy AfricansIn Professional Wealth Management, Private Wealth Partner, Julie Howard explores the impact of the changing non-dom regime on African individuals & businesses and how greater clarity in needed in the upcoming Budget.
Read more 2 min read 23 Aug 2024 James Woods-Davison speaks at the ThoughtLeaders4 & ContTrA event on ‘Investments & ESG’Senior Associate, James Woods-Davison is speaking at the 4th annual ThoughtLeaders4 & ConTrA Private Client Summer School: ‘Ultimate Insider’s Guide to All Things Private Client’, taking place at Downing College, Cambridge on 21 – 23 August.
Read more 5 min read 21 Aug 2024 Reinventing Tradition: A new era of succession planningIn PrimeResi, Partner and Head of Private Wealth, Hayden Bailey explains how prime residential estates are radically evolving amid the great boomer wealth transfer.
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