.svg){kind=small}
Investment structuring lawyers
Wealthy individuals and families receive enough advice on where to invest. What is less clear is how those investments should be structured to reflect personal objectives, regulatory requirements and cross border considerations.
As investment lawyers, our role is to remain objective. We do not advise on the selection of investments, but on how investments can be structured from a legal, tax and regulatory perspective.Structuring investments across asset classes and jurisdictions
Managing tax, regulatory and cross border considerations
Whether you're considering investing in a business, real estate, a yacht, artwork or a complex financial product, our local and global teams work together to navigate cross border issues, address tax efficiency considerations and ensure investments meet regulatory requirements wherever you or the investment assets are located.Advising clients with international interests
Experience supporting complex, cross border arrangements
Our investment lawyers have global knowledge and are regularly consulted by clients with interests in more than one country. We have provided legal advice for entrepreneurs, sporting professionals, entertainment figures and some of the world’s most successful families.Track record
Private investment fund
We assisted our client, a European family to establish a private investment fund and investment structure together with a trust holding structure.
Chilean investment in gold producer
A Chilean client engaged us to advise on their investment in the AIM-listed Brazilian gold producer Serabi Gold.
Swiss family office
Advised a Swiss family office on the structuring of an investment in UK commercial real estate - our multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law worked to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.
Crown Global
We worked with Crown Global to devise the first dual qualified US/UK insurance bond. The policy we advised on is the first insurance policy of its kind on the market which is suitable for individuals who are subject to the US and UK tax systems, such as US citizens living in the UK.
A family partnership
Withers advised a family office when they wished to implement a 'tracking' partnership basis. Our team pooled the family's high-value investments into a single entity structure but allowing each family member to allocate their investments to the assets that suited them best. This tax-efficient structure was tailored to the individual financial needs of each member, their tax status and goals.
Private investment fund
We assisted our client, a European family to establish a private investment fund and investment structure together with a trust holding structure.
Swiss family office
Advised a Swiss family office on the structuring of an investment in UK commercial real estate - our multi-disciplinary team of colleagues with expertise in commercial real estate, corporate law and banking law worked to structure and document the funding arrangements to avoid triggering a taxable remittance to the UK by the principle.
Crown Global
We worked with Crown Global to devise the first dual qualified US/UK insurance bond. The policy we advised on is the first insurance policy of its kind on the market which is suitable for individuals who are subject to the US and UK tax systems, such as US citizens living in the UK.
A family partnership
Withers advised a family office when they wished to implement a 'tracking' partnership basis. Our team pooled the family's high-value investments into a single entity structure but allowing each family member to allocate their investments to the assets that suited them best. This tax-efficient structure was tailored to the individual financial needs of each member, their tax status and goals.
Crown Global
We worked with Crown Global to devise the first dual qualified US/UK insurance bond. The policy we advised on is the first insurance policy of its kind on the market which is suitable for individuals who are subject to the US and UK tax systems, such as US citizens living in the UK.
Chilean investment in gold producer
A Chilean client engaged us to advise on their investment in the AIM-listed Brazilian gold producer Serabi Gold.
Swiss succession planning
Making a will is an essential step in ensuring that your assets are distributed according to your wishes when you die. A will can provide clarity and guidance to your loved ones, reducing the potential for disputes and safeguarding your family’s future. It can also save tax and mitigate issues that arise in a cross border-context.Recent recognition
Our team
Ceri Vokes
CEO-elect | London
Katie Graves
Partner | Hong Kong
Christopher Groves
Partner | London
Elizabeth A. Bawden
Partner | Los Angeles
Joy C. Chang
Partner | San Francisco
Stacy Choong
Partner | Singapore
Lian Chuan Yeoh
Partner | Singapore
Eric Roose
Partner | Tokyo
Join the club
We have lots more news and information that you'll find informative and useful. Let us know what you're interested in and we'll keep you up to date on the issues that matter to you.
Typical clients and industries include
Families and family offices
Families call on us when they want a firm that understands their needs – whether they are looking to pass down wealth, set up a family office, or make their mark through philanthropy. Our family office lawyers have acted for many notable families down the generations. Find Out More
High net worth individuals
With complex interests that often span several jurisdictions, highly successful people need seamless advice. Our lawyers for high net worth individuals are ideally placed to provide this, with a full‑service offering across our offices covering everything from cross‑border tax to real estate. Find Out More
Sports, talent and entertainment
Withers’ global multidisciplinary sports, talent & entertainment practice focuses on representing the interests of professional athletes, artists, entertainers, sports and entertainment businesses, investors, and organizations on a full range of legal services. Find Out MoreGet in touch
Our website will give you a flavor of the advice we provide - if you would like to talk to us for more information, please contact our client services team who will be happy to assist.