North America

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.

We act as the primary point of contact to the Family Office for worldwide tax, estate planning and asset protection queries for a Monaco-resident principal and the related trust/corporate structures established for his children, providing multi-level structuring advice (trust and corporate) and coordinating local counsel across jurisdictions to deliver project-managed, cross-border solutions, including succession planning for significant Jersey family trusts (governance and potential migration), coordination between Jersey and Australian structures to support obligations to children from two marriages (including entrepreneurial support for older children), and advice on incentivisation arrangements, with strong potential for ongoing multi-jurisdictional work as the children’s circumstances evolve.

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.

Advising a billionaire former hedge fund manager on the structuring, establishment and ongoing operation of a family office and its downstream investments, including reviewing and optimising the tax structuring of multiple fund interests in light of UK non-dom reforms and the client’s planned departure from the UK (while remaining until children finish school), and addressing complex cross-border UK/US tax issues arising from significant US investments and ongoing hedge fund-related compensation by coordinating our London-based US-qualified private client team with colleagues in our US office to analyse fund mechanics and implement structures that preserve the client’s required control and economic rights alongside wider succession planning objectives.

Acting for an Australian entrepreneur (nine-figure exit) on designing and implementing a cross-border family office and asset-holding platform focused on near-term tax efficiency and global investment deployment across Australia, the US and Asia, including establishing a Singapore investment company to manage East Asia/Australian investments, advising on US investments with our US-qualified London team, and supporting the Swiss office on employee incentivisation, alongside longer-term succession and governance planning for the client’s children (including Jersey trust structures to remove ownership from the Swiss office) and personal UK tax analysis in connection with the client’s planned departure from the UK following non-dom reforms, demonstrating our ability to coordinate integrated UK/US/Singapore advice.