Withers Worldwide

Having acted for wealthy families throughout its history, the firm has seen the rise of the funds industry over the decades and our funds practice has taken a leading role in advising fund principals on both sides of the Atlantic.

Our team is well equipped to meet the sophisticated needs of fund principals: we have the detailed understanding of the tax treatment of onshore and offshore investment funds, carry structures and investment management vehicles that they require.

We also have a great deal of experience in integrating a principal’s fund participation into wider family wealth planning strategies where significant further value can be added. For example, a principal may wish to integrate fund participation with a desire to give away part of his asset base at some point in the future for estate planning reasons (where the initial structure will have a bearing in tax and other terms) or may wish to consider investments in family trusts should such vehicles exist.