Provided by Stephenson Harwood LLP
Family offices today face a unique set of challenges, balancing the needs of the family members with the demands of complex assets, international structures, and evolving regulations.
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.
Provided by Chambers
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.
Provided by Chambers
Stephenson Harwood are very approachable as a team and very responsive.
We work with Stephenson Harwood because of their good network, technical expertise and very personable lawyers.
What sets Stephenson Harwood apart is their global network. Their ability to leverage the broader firm is very helpful.
Stephenson Harwood has cross-border expertise, and the partners at all levels bring added value.
Stephenson Harwood have a number of the top UK tax consultants working for them. They are at the top of their game, proactive, knowledgeable and available.
Stephenson Harwood are very approachable as a team and very responsive.
We work with Stephenson Harwood because of their good network, technical expertise and very personable lawyers.
What sets Stephenson Harwood apart is their global network. Their ability to leverage the broader firm is very helpful.
Stephenson Harwood has cross-border expertise, and the partners at all levels bring added value.
Stephenson Harwood have a number of the top UK tax consultants working for them. They are at the top of their game, proactive, knowledgeable and available.
Provided by Chambers
Beatrice Puoti heads the private wealth team in London. Puoti advises on international tax, trust and estate planning for family offices.
Beatrice Puoti can really meet clients at a good emotional level and is strong technically as well.
Beatrice Puoti is excellent. She's one of the leading non-dom advisers, very user-friendly and very much a trusted adviser to her clients.
Beatrice Puoti brings interpersonal skills in addition to knowledge of the law. She has negotiating skills along with top-class technical skills.
James Quarmby is a go-to person for UK tax advice on complex UK connected structures.
James Quarmby is a very accessible lawyer.
Jonathan Conder has significant experience advising UK and international private clients, family offices and foundations on cross-border tax and estate planning.
Jonathan Conder is incredibly experienced. He has seen most issues and has first-rate technical ability.
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 Rutili is on the ball, extremely approachable and very dependable. No query is ever too much for him.
Michael Rutili is specialised in cross-border matters and is always pleasant to work with.
Michael Rutili is commercial, knowledgeable and easy to speak with.
Provided by Stephenson Harwood LLP