Department profile
Stephenson Harwood LLP

Family Offices & Funds Structuring

High Net Worth Guide 2026 : UK-wide


Stephenson Harwood LLP

Rankings

About

Provided by Stephenson Harwood LLP

Strategic, multidisciplinary support for family offices & family businesses covering structuring, governance, risk management, tax, and legal advice to protect and grow wealth.

Whether setting up a new family office or managing a long-established one, clients turn to us for clear, commercially focused advice to protect and grow wealth across generations. We help clients make informed, forward-looking decisions that shape their family office journey. This includes selecting the right structure and location jurisdiction, building robust governance frameworks, planning for succession and ensuring tax efficiency. We also advise on regulatory approvals, incentive arrangements to attract and retain talent and aligning the family’s activities with ESG and impact-investing objectives.

For family businesses, we work to secure their support long term legacy planning and ensure the smooth transition of leadership and ownership. Typical needs include advising on the right holding structures, drafting family constitutions or governance charters, and facilitating honest conversations to achieve consensus among family members.

Our global, multidisciplinary team brings together expertise in corporate, tax, regulatory, and private wealth matters for our family office and family business clients. We advise on every stage - structuring, compliance, risk management, and investment, delivering tailored solutions that reflect the family’s values and ambitions.

Chambers Review

Provided by Chambers

Family Offices & Funds Structuring - UK-wide

Band 1

Band 1


What the Team is Known For

Stephenson Harwood advises business owners and family offices on a variety of different matters including structuring and governance. It is able to advise on both domestic and international matters, utilising its global offices.

Strengths

Provided by Chambers

  • Stephenson Harwood are a team of top advisors and they have great knowledge that is second-to-none.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • Stephenson Harwood pays attention to detail and its advice is very comprehensive. Their focus on the details is a catalyst in their ability to handle complex issues.

    Family Offices & Funds Structuring respondentHigh Net Worth
  • Stephenson Harwood demonstrate the ability to combine strong technical depth with a clear and pragmatic approach. The team is well structured, with specialists covering each relevant area, allowing them to handle complex matters efficiently.

    Family Offices & Funds Structuring respondentHigh Net Worth

Notable Practitioners

Provided by Chambers

  • Band 1Beatrice Puoti
    Band 1Beatrice Puoti

    Beatrice Puoti

    Beatrice Puoti heads the private wealth team in London. Puoti advises on international tax, trust and estate planning for family offices.

    • Beatrice is fabulous. She really cares about her clients and is technically excellent.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Beatrice is exceptional on cross-border matters. She is also superb with clients.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Beatrice has excellent interpersonal skills, technical knowledge and she has a good international focus.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 1Jonathan Conder
    Band 1Jonathan Conder

    Jonathan Conder

    Jonathan Conder has significant experience advising UK and international private clients, family offices and foundations on cross-border tax and estate planning.

    • Jonathan is very knowledgeable, approachable and friendly.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Jonathan is excellent. He is a great practitioner who is highly technical, very knowledgeable and has in-depth international knowledge.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Jonathan is an experienced, considerate and thoughtful advisor who is capable in helping families address complex issues with tact and diplomacy.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 2James Quarmby
    Band 2James Quarmby

    James Quarmby

    James Quarmby is an established tax and trusts expert. He provides international tax structuring advice and asset protection guidance to family offices.
    • James is an outside-the-box thinker and problem solver.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • James is an exceptional mind, practical and comes up with solutions. He is good at dealing with clients, is exceedingly bright and is user friendly.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • James is outstanding in his field. He is outspoken, goes the extra mile and he is good at finding solutions.

      Family Offices & Funds Structuring respondentHigh Net Worth
  • Band 3Michael Rutili
    Band 3Michael Rutili

    Michael Rutili

    Michael Rutili advises prominent high net worth clients, families and family offices on structuring and cross-border planning issues. He has a particular focus on matters involving European or US aspects.

    • Michael is constantly on top of things, very knowledgeable and very kind. He also speaks many different languages and is very well connected in numerous jurisdictions.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • For cross-border matters, Michael is a great asset to have. He understands other legal systems which is a real strength and he is incredibly versatile.

      Family Offices & Funds Structuring respondentHigh Net Worth
    • Michael is someone you can count on. He is pragmatic and his knowledge on continental Europe law is very appreciated.

      Family Offices & Funds Structuring respondentHigh Net Worth

Ranked Individuals at Stephenson Harwood LLP (4)

UK-wide

Members

Provided by Stephenson Harwood LLP

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