Wealth structuring

Our clients seek to manage their wealth not merely to grow it, but to preserve it for future generations.

We take a holistic approach to wealth structuring, working hard to identify legal solutions that work across different countries and asset classes, but which also feel right to each individual or family.

This might involve creating holding structures to include trusts, foundations, companies and partnerships, or making use of treaties to maximize investment potential. We also assist families consider their asset protection and long term family succession by creating the most suitable vehicles to provide maximum return and post-lifetime planning mechanisms through wills and other testamentary arrangements.

With 16 offices around the world, we’ve structured our teams to be able to give cohesive advice across jurisdictions. For example our London office has the largest team of US-qualified lawyers in the UK, making us the go-to law firm for American citizens living in the UK. And with leading lawyers in related fields including estate administration, elder law, international trusts, tax and philanthropy, we can offer a fully integrated service.

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Recognition

Ranked in Band 1 for private client for the last 16 years

Leading firm for private wealth

Ranked in top tier for personal tax, trust and probate

Wealth Management - Law Firm of the Year 2017

UK top 25 private client law firm 2017

Ranked in Chambers HNW 2016 for Private Wealth Law in Switzerland

How the team can help

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Track record

A wealthy European family

A European family asked us to create an overarching trust structure to hold their commercial interests in the UK, Greece, Cyprus, Singapore and elsewhere. Resident in Monaco and London, the family needed the structure to operate as an estate plan, enabling wealth to be passed between generations. This was all done in conjunction with a family constitution governing the management of their wealth.

European family with US connections

We advised our client, a non-domiciled UK resident and his family on a new structure that was required to be efficient from a US and UK perspective and with trusts designed to optimize tax efficiency for his children on the event of his death. Our family team also advised on a multi-jurisdictional post nuptial agreement.

Estate of a 32 generation family

We advised a family on the most appropriate structure to hold an estate that has been in the family for 32 generations. A complex matter, the family wanted the estate to be held by all of their children rather than one ‘heir’ but for the ‘rules’ of ownership and transfer to be clear and fair and ensure that the family asset is retained.

Protecting family wealth in a US-Canadian marriage

The child of a wealthy Canadian family moved to the United States and married. We advised the family on protecting their assets and created trust structures sufficiently flexible to grow with the child and the child's emergent new family needs, while avoiding inclusion in the child's US estate and minimizing a potential divorce settlement payout. This included optimizing various in-bound real estate investments as the family purchased, exchanged and extensively renovated properties.

An ultra high-net-worth Asian family

Our Singapore office helped a wealthy Asian family to design and implement a wealth-holding structure that would segregate assets of different classes. Our clients hoped to rationalise a disparate set of holding structures, protect their assets and implement some effective family governance, and we were able to meet all their objectives.

Managing wealth between generations

Assisted a UK based family whose business is in the second/third generation on creation of wealth planning structures, including family limited partnerships, primarily for the purposes of enabling the elder generation to pass on shares in the family business to the younger generation without passing on complete control of the business until such time as the younger generation had proved their credentials.

Brazilian family

Aided a Brazilian family with significant US commercial real estate holdings to restructure the ownership of this property to avoid US estate tax. Also devised arrangements for Brazilian residents to create legitimate structures that are protected from Brazilian taxation, permit efficient repatriation of capital to Brazil when needed and ensure optimal flexibility and family control to respond to changing needs and tax laws in the future.

Property on French Riviera

Advised a Monaco based client on the reorganization of the ownership structure for his EUR 30m property on the French Riviera, working closely with French and Monegasque advisors to rationalize the structure in the context of the new French trust taxation and reporting rules.

Prominent Russian Family

We advised a prominent Russian family on establishing international private wealth holding structures in Switzerland, US, UK, Italy and Cyprus.

A wealthy Kazakh family

We advised a wealthy a Kazakh family and set up a wealth planning structure designed to tax efficiently fund family members residing in the UK.

Representing Canadian entrepreneur

Our client is a prominent Canadian entrepreneur with US ties, who we have advised for over a decade. Amongst an array of legal services, this has included coordinating her worldwide succession planning structure and advising on postnuptial co-ordination for her second marriage to protect her substantial global business interests.

Chilean US family tax work

Working with a Chilean–US family, we helped to address compliance deficiencies in their family wealth succession planning structure. Small modifications to the structure substantially decreased US annual taxation and simplified reporting, addressing the US family members' income tax, FBAR and FATCA reporting issues. We also liaised with Chilean banks to quickly unfreeze needed accounts.

Chilean US immigration

We helped the US-resident daughter of a successful Chilean entrepreneur through immigration issues and residency planning, supported tax and reporting efficient giving from her father, and provided cross border structuring advice.

Managing inherited Israeli funds

We helped a US based family with inherited Israeli funds understand and navigate the structure of their inheritance. The non-US trustee was losing significant money each year through the investment strategy, structural inefficiencies and tax inefficiencies, and the inheritance had dwindled without being tapped for use by the beneficiaries. We delicately negotiated with the trustee to stop the hemorrhaging of the assets while working with the IRS to obtain a full penalty waiver for the beneficiaries with respect to failing to report their inheritance to the IRS (initial projections showed potential penalties well in excess of the remaining inheritance).

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