Our experience

High-net-worth individuals

We provide guidance and ongoing services at any stage of your wealth planning cycle.

Multi-family office

We can set up and provide a full family office service or support your existing family office.

Entrepreneurs

Either with an established business or when a wealth and/or liquidity creation event is triggered – we can partner with you as you grow.

Philanthropists

Whether you are an individual or a family, we provide specialised services in charitable work.

Examples of our work

These examples illustrate our pioneering approach to clients’ needs – across borders and across disciplines.

A family required an analysis of their wealth-holding structure and succession planning.

In jurisdictions like Brazil, fund structures are commonly used as a sophisticated wealth planning tool.

Art

A family asked us to advise on preserving their art collection for the future.

A family wanted to transition their portfolio away from a pure hedge fund investment strategy.

An entrepreneur required advice on the legal structure and framework for the establishment of an online peer-to-peer lending platform.

A family needed our advice on a potential investment opportunity (a stake in a biotechnology business).

Other typical service examples

  • Administration and trusteeship of trust and company structures holding investment portfolios, art and antiquities collections, properties, private equity investments, yachts and aircraft.
  • Advising clients on structuring real estate purchases.
  • Advising private equity structures in relation to the structuring of their international investments.
  • Advising family-controlled businesses on capital raising and legal aspects of corporate finance activity.
  • Advising on joint ventures, shareholder rights and company governance issues.
  • Advising on general commercial arrangements, such as supply, agency and sponsorship agreements.
  • Migration and tax planning for individuals taking up residence elsewhere, e.g. UK.
  • Migration and structuring advice for individuals who are affected by changes to domestic law, such as the changes to the non-domiciled rules or the rules relating to the ownership of property in the UK.

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