When thinking about how to manage wealth it is essential to consider governance.

By this we mean setting out a code of practice that fits in with your values and your vision. That might sound rather corporate, but in our experience of working with some of the world’s most successful families down the generations, those who establish this kind of shared philosophy tend to be the most close-knit.

We can help by developing and drafting a family mission statement, constitution or creed to act as a starting position. We can also put in place governance structures that align with that mission statement. You, your family and advisors can then use this code to drive forward your objectives.

This can make your family office more effective; it can ease the process of succession; it may even head off family disputes.

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How the team can help


British rural estate

Providing advice to the trustees and family members who own and run the estate on all tax and structuring matters, including succession planning. Recently, we advised on the structuring for the sale of land for development both from a tax and planning perspective. We also created a new LLP to own and run the estate, to help achieve the family's aims in involving family members in decision-making and succession planning.

Multi generational South East Asia family

We were instructed by this family, consisting of several members spanning two generations, in relation to setting up a private trust company structure (PTC). The PTC acts as a trustee of a master trust to hold the family office, family business and family investment entity. The beneficiaries of the master trust were a series of "feeder" trusts established for the benefit of each of the family members and their respective families together with a number of charitable entities. In addition, we advised the family on establishing a sophisticated governance structure, including a family council and family constitution.

One of the wealthiest families in Argentina

Advised on the creation of a long term governance and succession planning structure for one of the wealthiest families in Argentina in order to ensure family control of the business across generations, educate younger generation family members on governance responsibilities and protect the value of the holdings.

Managing wealth between generations

Assisted a UK based family whose business is in the second/third generation on creation of wealth planning structures, including family limited partnerships, primarily for the purposes of enabling the elder generation to pass on shares in the family business to the younger generation without passing on complete control of the business until such time as the younger generation had proved their credentials.

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