Wealthy individuals and families get plenty of advice on where to invest.
As your lawyers, it’s our role to be objective. We never advise on what investments should be made – only how they should be structured.
Whether you’re considering investing in a business, real estate, a yacht, artwork or a complex financial product, our local and global teams will work together to navigate any cross-border issues, improve your tax efficiency and ensure the investment meets regulatory requirements wherever you or the investment assets are located.
‘It’s a good idea to talk to us before you make investments, because once you sign a contract your hands become somewhat tied,’ advises Jamie McLemore, an experienced member of the US wealth planning team in London. ‘For example, a lot of people don’t know that US real estate is subject to a 40% estate tax if you die. If the property appreciates, you can get a big US income tax bill. There’s no simple answer as to how to fix it, but what we can do is work with a client to find the best trade-off for them and a solution that fits their needs.’
Our global knowledge means we are regularly consulted by people with interests in more than one country. Clients include entrepreneurs, sports stars, entertainment personalities and some of the world’s most successful families.
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