Family Offices & Funds Structuring

Hall & Wilcox’s is a national firm with an international outlook, comprising highly experienced and skilled advisers in Private Clients, Taxation, Fund Management. The firm’s independent networks associated with its Europe, China and USA desks, has positioned it uniquely to assist large family offices with international connections. Many families are longstanding clients of the firm and have sought and valued our advice across generations.

Key types of work

• Structuring International wealth for asset protection, structuring global wealth, coordinating the international advice and dealing with international estate planning and estate administration
• Business succession planning including by way of sale and inter-generational transfer, buy sell agreements, shareholder/unitholder agreements
• Complex tax advisory work (including cross-border taxation, in collaboration with a carefully curated network of offshore peer firms) and complex tax disputes
• Private client dispute resolution including trust disputes, breakdowns in relationships and claims for further provision to be made out of the estate of a deceased person;
• 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
• Charity and philanthropy