Family governance

Advised a multi billion dollar Indian family with members in the UK and US on the establishment of a family office and private fund structures in response to recent UK tax changes, including structuring investment vehicles in India and Singapore to achieve tax efficiency while embedding appropriate governance and regulatory frameworks. The work involves coordinated cross border fund and holding company structuring, treaty based planning, and US tax analysis, delivered through integrated advice from our India, Singapore, UK and US teams, with ongoing advice also encompassing estate planning, wills and inheritance tax planning for the family.
 

We continue to act for a multi generational ultra high net worth shipping family on the evolution and consolidation of a diversified global shipping, trading and investment group, advising over many years on holding and governance structures designed to preserve family control, privacy and resilience while supporting generational transition and operational diversification. Our work encompasses cross border corporate and tax structuring across multiple jurisdictions, integration of onshore and offshore entities, consolidation of shipping and investment activities, family office governance, executive remuneration and incentivisation, individual tax advice for internationally mobile principals and employees, and the ongoing development of fund and co investment structures (including philanthropic activities), reflecting our role as the family’s trusted adviser on both personal and strategic matters.

We act for the family office, trustees and holding entities of a multi billion dollar trust structure investing across a wide range of fund vehicles and bespoke alternative assets, providing ongoing strategic advice on investment structuring and periodic trust and asset reorganisations. Our work involves continuous analysis and restructuring to reflect the scale and complexity of the portfolio, including asset movements and coordination with advisers across c.50 jurisdictions, underscoring our role as trusted adviser on highly complex, cross border family office matters.

We act for a group of co-investment partners of Indian origin, resident in the UK and Dubai, on the structuring and governance of a c.£1bn UK commercial property portfolio and the establishment of separate family office structures for their global investments, with all advice delivered in accordance with Shari’ah principles. Our work has included advising on a Jersey holding structure for UK real estate, jurisdictional reviews and operational frameworks for family offices, UK operational and risk management matters, Shari’ah compliant charitable structuring, and cross border succession planning (including DIFC wills for Dubai based assets), reflecting our ability to deliver integrated, culturally attuned advice across complex family office, governance and estate planning needs.
 

Act for a long standing UK family office overseeing UK and offshore trusts holding a substantial UK commercial real estate portfolio and diversified non UK liquid investments, with our advice focused on family governance and long term succession, including refining the family constitution, clarifying decision making and trustee oversight arrangements, and supporting next generation engagement and education. Alongside governance-led structuring, we advise on tax and trust strategy, corporate and fund structuring, debt finance, charitable planning, and the restructuring of trust and property holdings in response to changes in UK tax policy and Business Property Relief, delivering coordinated, multi jurisdictional advice across the UK, Europe and beyond. 
 

Advised a UK resident shareholder holding just under 25% of a global conglomerate on the impact of forthcoming changes to Business Property Relief, including preparing a detailed options analysis to mitigate inheritance tax exposure while supporting medium term succession and governance objectives. Our advice focused in particular on the potential interposition of a new family holding company to strengthen family governance by consolidating decision making within the client’s branch of the family, facilitate dividend flows and reinvestment for an increasingly international shareholder base, enable selective buy outs of family members, and support longer term tax efficiency, alongside advice on associated corporate structuring, management services arrangements and the preparation of briefing materials to support wider family engagement.

We act for the widow of a highly successful commodities trader on probate, trust administration and long term succession and philanthropic planning, including acting as executor and trustee of the will trust, structuring provision for children through an accumulation and maintenance trust and a Jersey limited partnership invested in a family unit trust, and advising on substantial lifetime gifting ahead of anticipated changes to inheritance tax and Business Property Relief. Recent work has encompassed gifts of Scottish residential and commercial property and trading business interests, employee gifting, further funding of partnership and trust structures, coordination of charitable planning for a family foundation, and ongoing estate planning advice for both the client and the adult children, delivered with close attention to governance and tax efficiency across generations.

Advised a multi billion dollar Indian family with members in the UK and US on the establishment of a family office and private fund structures in response to recent UK tax changes, including structuring investment vehicles in India and Singapore to achieve tax efficiency while embedding appropriate governance and regulatory frameworks. The work involves coordinated cross border fund and holding company structuring, treaty based planning, and US tax analysis, delivered through integrated advice from our India, Singapore, UK and US teams, with ongoing advice also encompassing estate planning, wills and inheritance tax planning for the family.
 

We continue to act for a multi generational ultra high net worth shipping family on the evolution and consolidation of a diversified global shipping, trading and investment group, advising over many years on holding and governance structures designed to preserve family control, privacy and resilience while supporting generational transition and operational diversification. Our work encompasses cross border corporate and tax structuring across multiple jurisdictions, integration of onshore and offshore entities, consolidation of shipping and investment activities, family office governance, executive remuneration and incentivisation, individual tax advice for internationally mobile principals and employees, and the ongoing development of fund and co investment structures (including philanthropic activities), reflecting our role as the family’s trusted adviser on both personal and strategic matters.

We act for the family office, trustees and holding entities of a multi billion dollar trust structure investing across a wide range of fund vehicles and bespoke alternative assets, providing ongoing strategic advice on investment structuring and periodic trust and asset reorganisations. Our work involves continuous analysis and restructuring to reflect the scale and complexity of the portfolio, including asset movements and coordination with advisers across c.50 jurisdictions, underscoring our role as trusted adviser on highly complex, cross border family office matters.

We act for a group of co-investment partners of Indian origin, resident in the UK and Dubai, on the structuring and governance of a c.£1bn UK commercial property portfolio and the establishment of separate family office structures for their global investments, with all advice delivered in accordance with Shari’ah principles. Our work has included advising on a Jersey holding structure for UK real estate, jurisdictional reviews and operational frameworks for family offices, UK operational and risk management matters, Shari’ah compliant charitable structuring, and cross border succession planning (including DIFC wills for Dubai based assets), reflecting our ability to deliver integrated, culturally attuned advice across complex family office, governance and estate planning needs.
 

We act for a multi billion dollar German family with members in Switzerland, the UK and the US on the structuring and governance of a diversified global real estate and investment portfolio, including hotels, farmland and other commercial assets, with coordinated UK, US and European tax advice. Our work spans cross border corporate and trust structuring (including planning for changes to UK non dom rules and proposed Swiss estate tax reforms), advising a second generation run US hedge fund on tax efficient fund structures for international investors, landed estate and specialist property structuring in the UK, and ongoing collaboration with Swiss counsel on double tax treaty issues, reflecting our ability to deliver integrated advice across complex, multi jurisdictional family wealth structures.

We act for an international single family office established for a Lebanese business owning family, with operations centred in Switzerland and Dubai, advising on family governance, regulatory profile and investment structuring as the family transitions into its fourth generation. Our work spans governance frameworks and next generation engagement, disposals of personal assets, and complex commercial investments, including fund, corporate and real estate structuring across multiple jurisdictions, with recent advice focused on the family’s first investments in US commercial real estate and the development of a scalable, tax efficient structure to support a strategic expansion into European renewable energy assets, including a proposed portfolio of Italian solar farms.

We continue to act for a multi generational ultra high net worth shipping family on the evolution and consolidation of a diversified global shipping, trading and investment group, advising over many years on holding and governance structures designed to preserve family control, privacy and resilience while supporting generational transition and operational diversification. Our work encompasses cross border corporate and tax structuring across multiple jurisdictions, integration of onshore and offshore entities, consolidation of shipping and investment activities, family office governance, executive remuneration and incentivisation, individual tax advice for internationally mobile principals and employees, and the ongoing development of fund and co investment structures (including philanthropic activities), reflecting our role as the family’s trusted adviser on both personal and strategic matters.

We act for a group of co-investment partners of Indian origin, resident in the UK and Dubai, on the structuring and governance of a c.£1bn UK commercial property portfolio and the establishment of separate family office structures for their global investments, with all advice delivered in accordance with Shari’ah principles. Our work has included advising on a Jersey holding structure for UK real estate, jurisdictional reviews and operational frameworks for family offices, UK operational and risk management matters, Shari’ah compliant charitable structuring, and cross border succession planning (including DIFC wills for Dubai based assets), reflecting our ability to deliver integrated, culturally attuned advice across complex family office, governance and estate planning needs.
 

We act for an international single family office established for a Lebanese business owning family, with operations centred in Switzerland and Dubai, advising on family governance, regulatory profile and investment structuring as the family transitions into its fourth generation. Our work spans governance frameworks and next generation engagement, disposals of personal assets, and complex commercial investments, including fund, corporate and real estate structuring across multiple jurisdictions, with recent advice focused on the family’s first investments in US commercial real estate and the development of a scalable, tax efficient structure to support a strategic expansion into European renewable energy assets, including a proposed portfolio of Italian solar farms.

Advised a multi billion dollar Indian family with members in the UK and US on the establishment of a family office and private fund structures in response to recent UK tax changes, including structuring investment vehicles in India and Singapore to achieve tax efficiency while embedding appropriate governance and regulatory frameworks. The work involves coordinated cross border fund and holding company structuring, treaty based planning, and US tax analysis, delivered through integrated advice from our India, Singapore, UK and US teams, with ongoing advice also encompassing estate planning, wills and inheritance tax planning for the family.
 

We act for a multi billion dollar German family with members in Switzerland, the UK and the US on the structuring and governance of a diversified global real estate and investment portfolio, including hotels, farmland and other commercial assets, with coordinated UK, US and European tax advice. Our work spans cross border corporate and trust structuring (including planning for changes to UK non dom rules and proposed Swiss estate tax reforms), advising a second generation run US hedge fund on tax efficient fund structures for international investors, landed estate and specialist property structuring in the UK, and ongoing collaboration with Swiss counsel on double tax treaty issues, reflecting our ability to deliver integrated advice across complex, multi jurisdictional family wealth structures.

We act for an international single family office established for a Lebanese business owning family, with operations centred in Switzerland and Dubai, advising on family governance, regulatory profile and investment structuring as the family transitions into its fourth generation. Our work spans governance frameworks and next generation engagement, disposals of personal assets, and complex commercial investments, including fund, corporate and real estate structuring across multiple jurisdictions, with recent advice focused on the family’s first investments in US commercial real estate and the development of a scalable, tax efficient structure to support a strategic expansion into European renewable energy assets, including a proposed portfolio of Italian solar farms.

We act for the family office, trustees and holding entities of a multi billion dollar trust structure investing across a wide range of fund vehicles and bespoke alternative assets, providing ongoing strategic advice on investment structuring and periodic trust and asset reorganisations. Our work involves continuous analysis and restructuring to reflect the scale and complexity of the portfolio, including asset movements and coordination with advisers across c.50 jurisdictions, underscoring our role as trusted adviser on highly complex, cross border family office matters.

Advised a multi billion dollar Indian family with members in the UK and US on the establishment of a family office and private fund structures in response to recent UK tax changes, including structuring investment vehicles in India and Singapore to achieve tax efficiency while embedding appropriate governance and regulatory frameworks. The work involves coordinated cross border fund and holding company structuring, treaty based planning, and US tax analysis, delivered through integrated advice from our India, Singapore, UK and US teams, with ongoing advice also encompassing estate planning, wills and inheritance tax planning for the family.
 

We act for a group of co-investment partners of Indian origin, resident in the UK and Dubai, on the structuring and governance of a c.£1bn UK commercial property portfolio and the establishment of separate family office structures for their global investments, with all advice delivered in accordance with Shari’ah principles. Our work has included advising on a Jersey holding structure for UK real estate, jurisdictional reviews and operational frameworks for family offices, UK operational and risk management matters, Shari’ah compliant charitable structuring, and cross border succession planning (including DIFC wills for Dubai based assets), reflecting our ability to deliver integrated, culturally attuned advice across complex family office, governance and estate planning needs.
 

We act for the family office, trustees and holding entities of a multi billion dollar trust structure investing across a wide range of fund vehicles and bespoke alternative assets, providing ongoing strategic advice on investment structuring and periodic trust and asset reorganisations. Our work involves continuous analysis and restructuring to reflect the scale and complexity of the portfolio, including asset movements and coordination with advisers across c.50 jurisdictions, underscoring our role as trusted adviser on highly complex, cross border family office matters.