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Private wealth

Our lawyers listen, ask questions and grasp the bigger picture – protecting your wealth, your future and the people closest to you.

When it comes to structuring and managing your wealth, the personal and business aspects are closely intertwined. That’s why we consider all dimensions of your life to help you plan for the future.

Holistic private wealth management

Our private wealth sector team integrates expertise from our private client, corporate, and real estate practices to provide you with advice on wealth advice. We are highly regarded for advising UK and international families on tax and estate planning, property investment, conveyancing, investment structuring and family enterprise matters.

We understand that your business and personal affairs are often inextricably linked, and we tailor our approach accordingly.

Understanding your motivations is crucial for us to provide the best advice. Whether you aim to reduce risk, increase flexibility, accommodate lifestyle needs, plan for the next generation, or manage multi-location living, we are here to help.

Partnerships and networking

We collaborate extensively with external professional advisers, including asset managers, investment managers, accountants, private banks, and property professionals. We have vetted these experts and can connect you with trustworthy professionals.

If you’re looking to expand your business network, or your personal endeavours, we can facilitate valuable connections. Our diverse client base allows us to bring together like-minded individuals to discuss common issues and tackle challenges collaboratively.

Beyond legal services

Even if your needs extend beyond legal services, our private wealth sector team can offer valuable advice. Whether you’re relocating to the UK and need assistance finding a good school for your children, searching for a suitable home, or setting up a tax-efficient structure for a new business venture, we have the expertise and connections to guide you.

Our private wealth management services

Our family enterprises team can help with:
  • issues relating to the ownership of businesses,
  • the management and protection of the wealth they represent,
  • employment advice.
Find out more about family enterprises.
Our succession planning team can help with:
  • company structuring,
  • power of attorney,
  • wills and trusts,
  • employment issues,
  • tax.
Find out more about succession planning.
Our services that can help protect your assets include:
Our services that can help following a death include:
Our services that can help include:
  • family office structuring
  • charters
  • shareholder agreements
  • wills.
 
Our services that can help include:
  • ESG
  • sustainable investments
  • setting up charities
Find out more about how we can help with charities and philanthropy.
Our services that can help include:
  • heritage advice,
  • structuring,
  • sales and purchases.
Find out more about our legal services for urban and rural landed estates.
We handle property transactions. Whether you're buying your first home, moving, or investing in property, our conveyancing solicitors can help. Find out more about our residential conveyancing services.    

Key contacts

Our private wealth experience

How we made a difference

Contact us

If you have a question or need advice, please let us know how we can help.

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