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Private Client

Sectors

We are able to assist families in managing their family wealth.

We provide advice on inheritance tax and work with the family's legal advisors in implementing appropriate strategies. We can assist in the compliance and administration aspects of family trusts and work with the family's investment advisors and wealth managers in a variety of structures including family trusts, family investment companies etc.

For families who do not have legal or investment advisors in place, we have a network of highly professional contacts whom we are happy to introduce to our clients to assist in this key area of wealth management.

  • Our role typically includes:
  • Advising on inheritance tax planning
  • Advising on and implementing appropriate structures
  • Tax compliance work for family trusts
  • Working with the family's key advisors to ensure a coordinated and holistic approach to wealth management.
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