Family business succession planning

Act for a billionaire former hedge fund manager on the establishment and operation of a family office and downstream investment structuring, including planning for UK non-dom regime changes and the client’s phased UK exit, reviewing tax structuring for significant fund interests and ongoing US-linked compensation, and coordinating UK/US private client teams to design a control-appropriate holding framework aligned with wider dynastic succession objectives.

Acted for the family of the former chairman of a large multinational, advising on succession and cross-border estate planning issues including: (i) implementing a bespoke hybrid trust/corporate structure—working with Israeli counsel—to give effect to divorce-related arrangements for the client’s adult child while protecting inherited trust assets and avoiding UK and Israeli tax leakage; and (ii) coordinating multi-jurisdictional estate planning for the client’s widow (Israel-resident), to streamline probate and enable efficient succession across assets and beneficiaries in the UK, US, Israel, Jersey, Spain and Belgium.

We act for an international single-family office established for a Lebanese business-owning family, with operations centred in Switzerland and Dubai, providing ongoing strategic advice on multi-generational governance (including fourth-generation engagement), the evolving regulatory profile of the family office and its interaction with Swiss regulation, and the negotiation and structuring of investment terms.

Advised a Italian-born UHNW client, UK-resident and married to a US national, on reviewing the impact of the 2024 Autumn Budget reforms on an existing Bahamian trust and wider estate planning, and on developing a coordinated restructuring plan aligning trust governance, family succession and long-term philanthropic/impact objectives with the evolving UK tax landscape.

Acting for a UK family office overseeing UK and offshore trusts holding a substantial UK commercial real estate portfolio (including hotels, student accommodation and retail), advising over the past 12 months on governance and succession planning (including drafting a family constitution), trustee liaison across jurisdictions, next-generation engagement and education, and UK–France succession and tax structuring in relation to French property holdings, including support on disposals.

Continue to advise a UK-based private equity manager (US/UK taxpayer) on long-term succession planning, including implementing novel trust planning to enable the contribution of carried interest to a trust ahead of deemed domicile, and providing ongoing US/UK advice on trust restructuring, co-investment and carried interest arrangements, with structuring tailored to the family’s circumstances including a minor child with additional needs and restrictions on asset ownership.

Acted for the family of the former chairman of a large multinational, advising on succession and cross-border estate planning issues including: (i) implementing a bespoke hybrid trust/corporate structure—working with Israeli counsel—to give effect to divorce-related arrangements for the client’s adult child while protecting inherited trust assets and avoiding UK and Israeli tax leakage; and (ii) coordinating multi-jurisdictional estate planning for the client’s widow (Israel-resident), to streamline probate and enable efficient succession across assets and beneficiaries in the UK, US, Israel, Jersey, Spain and Belgium.

We act for an international single-family office established for a Lebanese business-owning family, with operations centred in Switzerland and Dubai, providing ongoing strategic advice on multi-generational governance (including fourth-generation engagement), the evolving regulatory profile of the family office and its interaction with Swiss regulation, and the negotiation and structuring of investment terms.

Act for a billionaire former hedge fund manager on the establishment and operation of a family office and downstream investment structuring, including planning for UK non-dom regime changes and the client’s phased UK exit, reviewing tax structuring for significant fund interests and ongoing US-linked compensation, and coordinating UK/US private client teams to design a control-appropriate holding framework aligned with wider dynastic succession objectives.

Continue to advise a UK-based private equity manager (US/UK taxpayer) on long-term succession planning, including implementing novel trust planning to enable the contribution of carried interest to a trust ahead of deemed domicile, and providing ongoing US/UK advice on trust restructuring, co-investment and carried interest arrangements, with structuring tailored to the family’s circumstances including a minor child with additional needs and restrictions on asset ownership.