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Family Office

We understand that Family Offices are as diverse as the needs of the family or families they serve and we work hard at tailoring our approach to your needs.

As the world has globalised, private capital has become internationally mobile and the requirements of family office have become correspondingly sophisticated.  Nowadays our clients come from all over the world in search of best-in-class legal advice to protect and grow their wealth.  

 Find a Family Office lawyer

Our services

Wealth planning and protection

 Safeguarding the Assets

We advise on ways to protect family wealth including how to guard against financial, legal and reputational risk and taking preventative measures designed to mitigate the impact of divorce or death.  

We take account of individual family members’ aspirations and ensure that all planning dovetails with the overall strategy of the Family Office. 

Succession Planning

We provide timely and holistic long-term succession planning for the devolution of family estates and associated businesses based on a clear understanding of our clients’ priorities.

We ensure that the transition of wealth from generation to generation is effective, tax efficient and focused on the protection of family wealth for the long term. Most importantly we ensure that it achieves the family’s objectives.

Family Matters

Family Offices need to consider the effect that marriages and births could have on asset protection and succession planning. We are experts at putting in place pre and post-nuptial agreements to minimise the risk posed by marital breakdowns to the family’s assets. If marital problems arise, we provide clear, sensitive and objective advice on the divorce process, how to achieve a positive financial settlement and to resolve how to resolve conflicting concerns over the needs of the children of the marriage.

Philanthropy

Most families include philanthropic objectives as part of their overall mission. We regularly advise on philanthropy and socially responsible activities, recognising their significance and importance to our clients.

Establishing and running the family office

Family formation and governance

We are experienced in setting up Family office and in working alongside our clients to ensure the smooth running of the organisation. Our advice includes consideration of shareholders’ agreements, tailoring Articles of Association and family charters/constitutions and establishing private trust companies and creating family councils.  

See more on how we help clients to establish a Family Office.

Commercial Issues

We help Family Offices to handle the commercial questions they face. This may involve decisions about the most appropriate and tax efficient structure for an underlying family business or investment group whether through companies, partnerships or limited liability partnerships or a joint ventures.

Immigration and Employment

We help our clients to obtain Immigration advice to assist them in navigating the complex requirements of Immigration and Nationality Services in the UK. We support our clients by providing pragmatic advice on their legal obligations regarding any employment issues that may arise.  

Resolving disputes

Family Offices rarely choose to get involved in disputes, but inevitably sometimes things go wrong and it is essential to find a solution quickly and effectively.

We are experienced in dealing pragmatically with all types of disputes, whether those arise between family members, trustees and their beneficiaries or shareholders and management and employees.

Specialist assets

Heritage Property

Many of our clients own heritage property including historic buildings, valuable art collections and chattels. We provide advice on tax efficient management of those assets including conditional exemption claims, gift and leaseback sales, purchases and gifts of art (including import and export issues) and loans to museums.

Luxury Assets

We have extensive experience of the issues relating to fine art, classic and vintage cars, fine wine and other luxury assets. We advise on yachts and jets through associations with other firms.  We provide specialist advice on art-related disputes including disagreements about authenticity and claims relating to wrongfully damaged artwork.

Investments

Direct Investments

We advise Family Offices on purchases and sales of businesses, companies and property. Our expertise includes both debt and equity investments.

Indirect Investments

We assist clients on investments in funds and joint ventures, including the assessment of the fund documentation and negotiating terms of investment.

Property

Commercial Property 

Many of our Family Office clients manage extensive property portfolios. We have wide experience of the commercial property market from the acquisition and disposal of prime office retail and residential properties in central London and other UK citites to the development of mixed-use projects, hotels, office and shopping centres.

Rural Estates and Country Houses

We have in-depth experience of buying, selling and management of country houses, landed estates, and farms including those with tenant farmers and investment in agricultural land.

Prime Residential Property

We advise on the acquisition and sale of prime properties in central London and other UK citites, country houses and rural estates including advising on any tax implications.

Recent awards

How to find us:
London Bankside

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

London Mayfair

Mayfair Office

6 Grosvenor Street
London
W1K 4PZ

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Oxford

Oxford office

6 Worcester Street
Oxford
OX1 2BX

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

Bankside Office

240 Blackfriars Road
London
SE1 8NW
DX 53 Chancery Lane

Telephone: +44 (0)20 7629 7411
Fax: +44 (0)20 7629 2621
Email: bh@boodlehatfield.com

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