Private Client & Family Advisory Services
The Private Client & Family Advisory Group offers tailor made solutions and a personalized approach for high net worth individuals looking for customized solutions to manage their wealth.
Estate Planning and Family Businesses
Most people think of estate planning as simply a means of transferring their wealth across the generations - but there is much more. With proper planning and support, we can ensure that your client's estate plan will allow them to enjoy the benefits of a properly managed estate during their lifetime, as well as providing the peace of mind that after they die, their wishes will be carried out as they have directed.
Our Private Client Team can assist you with designing an estate plan which addresses the wishes of your client, including establishing and managing a Personal Holding Company, helping with writing a Will or establishing a Trust or Foundation or even providing Family Office services. Whatever the structure chosen, you can rest assured that we have the right products and knowledge to ensure the aspirations and values of your client will be met.
Private Family Funds
Private Family Funds are an alternative means of keeping family wealth together, whilst at the same time providing individual family members with the flexibility of being able to determine underlying investment strategies. Our group is able to advise on which fund structure best suits the needs of the client and provide establishment, domiciliation, accounting and bookkeeping services related to the maintenance of these funds.
Private Property Management
In order to assist clients with all matters regarding the management of their residential properties, we are pleased to announce the establishment of our new Private Property Management Services. Our team advises on the sale, administration, maintenance and purchase of residential properties across Europe and has particular expertise in tax-driven property structures for wealthy private clients. With the support of our experts we are able to provide fully integrated services, including:
- Guidance on local tax issues
- Provision and domiciliation of companies to hold the property
- Preparation of annual accounts and tax returns
- Escrow Services
- Management of your property (paying local charges, employment of staff, payroll, etc.)
- Liaison with local property managers
To find out more about our Private Client & Family Advisory Services, please contact us.