Family Offices & Funds Structuring

About

Provided by Hall & Wilcox

Our Family Office team are preeminent advisers and experts in the legal issues that are faced by family business owners and the custodians of family wealth.

We have extensive experience and expertise in advising private clients and family offices the following areas:

• Structuring International wealth for asset protection, including structuring global wealth, coordinating international advice and dealing with international estate planning.
• Business succession planning including by way of sale and inter-generational transfer, buy sell agreements and shareholder/unitholder agreements.
• Complex tax advisory and dispute work.
• Private client dispute resolution.
• Complex governance issues, including structures for ownership and decision making, and multi-jurisdictional succession planning.
• Trusts including establishment, continuing administration, dealing with succession of control of trusts, special disability trusts, trust deed reviews, advice relating to trust interpretation and trust disputes.
• Family assets and investments (often including family businesses) helping our clients to plan ahead in order to protect and enhance family wealth for the next generation.
• Charity and philanthropy including establishment and ongoing administration of charitable trusts and foundations (including the establishment of Private Ancillary Funds).
• Family and foreign domiciliary tax planning in a number of jurisdictions
• Establishment of family offices