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  • Family Offices

Family Offices

As a family office we advise on a wide range of legal and private wealth matters and financial investment needs of high-net worth individuals or families. 

We have a full range of personal and corporate lawyers, financial planning and investment management teams, as well as, charitable giving, wealth succession planning and tax services.

The number of family offices has grown significantly in recent years. There are now an estimated 12,000 - 15,000 offices worldwide with assets under management of nearly US$6 trillion. We understand the dynamics of legal and personal issues that affect families and family offices when managing, protecting and passing on their wealth.

We act for both single and multi-family offices located in key jurisdictions around the world, including:

  • London
  • The US
  • UAE
  • Monaco
  • Switzerland
  • Singapore
  • The Channel Islands.

The world is experiencing a turbulent period, with significant shifts in technology, geopolitics, the environment and civil society, coupled with the risk of a recession. As a result, many family offices are re-examining the jurisdictions and structures through which they operate, as well as their corporate and family governance and taking steps to future-proof for the next generation. They need expert legal advice to ensure that their family office and wealth planning are compliant, commercial and risk-managed.

Our dynamic and diverse team of family office lawyers and tax experts work together to offer integrated advice and support on a variety of issues including: 

  • The creation of family offices
  • Tax advice in respect of individuals (including non-doms), corporates and trusts onshore and offshore
  • Investment - acquisition and structuring and private equity
  • Cross-border transactions (including project management of multi-jurisdictional matters)
  • Succession planning
  • Family, matrimonial, divorce and child issues
  • Legal disputes
  • Integrating philanthropy into family offices, through co-ordinated and structured corporate governance, and associated social impact investing.

Our clients benefit from our responsive and efficient project management of large multi-jurisdictional transactions. We’re proudly independent, and only work with the best professionals in each jurisdiction, enabling us to provide coordinated advice and support so that our clients can focus on what is most important to them.

With a discreet but comprehensive book of contacts, we are able to connect our family office clients to our substantial and diverse client, professional adviser and community eco-system.

Working With Us

We’ll help you protect your family office from commercial and personal risk and plan for the safe passing of your wealth to future generations. Our expertise and recent experience includes helping clients with:

  • Establishing new family offices - including identifying suitable jurisdictions in which to base them and structuring their ownership for privacy and tax-efficiency
  • Working closely with the management team of existing family offices - including advising on day-to-day issues such as commercial contracts and employment matters.
  • Corporate matters - including designing and setting up corporate holding structures, undertaking due diligence, restructuring, acquisitions and investments. Advising on and project managing complex, multi-jurisdictional transactions.
  • Succession planning - including reviewing existing structures, creating new complex trusts and foundations for asset protection and wealth preservation and preparing Sharia-compliant UK wills.
  • Coordination of investment funds, investment of assets and private equity – including undertaking comprehensive due diligence on the target entity, drafting and negotiating the transaction documentation and providing on-going advice and support.
  • Complex UK and cross-border tax advice – including advice on relocation of family members to different jurisdictions and the effect on asset-holding structures, taxation of trusts and foundations and tax-efficient investment in UK real estate.
  • Regulatory and tax compliance – including annual UK income tax returns, IHT returns, ATED returns, and HMRC disclosures.
  • Changes to the family - including prenuptial agreements and divorce.
  • UK immigration and British citizenship – for EU and non-EU citizens
  • Incentivising family office staff to assist with retention - including EMI options schemes and bonus schemes.
  • Acquisition, financing and ownership structures for commercial and residential property
  • Establishing charities and other philanthropic structures
  • Resolving commercial and personal legal disputes.

Our trusted global network in over 200 jurisdictions means we can support international family offices anywhere in the world.

Contact Us

To speak to our Family Office team, please call us on 0370 1500 100 or contact us online and we'll get back to you.

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Helen Clarke
Helen Clarke Partner Meet the team

Recent Work For Our Family Office Clients

The family that this office operates for are beneficial owners of significant assets in multiple jurisdictions. These include the UAE, the USA, UK, Bermuda, France, Egypt, and Malaysia. The family’s tax planning and legal needs are similarly complex and multi-jurisdictional.

We’ve advised the office and family members on:

  • Relocation to the UK and the UK tax implications of becoming tax resident
  • Pre-arrival clean capital planning for UK tax purposes, to meet UK funding requirements
  • Complex succession and estate planning
  • Corporate residence of various entities owned by the family private trust company structure, following a key family member’s relocation to the UK
  • Ongoing participation in the family office after becoming a UK resident
  • Employment vs. self-employment status
  • UK immigration considerations (including obtaining pre-settled status)
  • A UK residential property dispute involving the eviction of tenants
  • Review of trust structure and master trust deed
  • Sharia-compliant Will drafting and execution in the UK.

The family that the single family office acts for has significant wealth (US$500m+), split between operating businesses and personal investments.

The principle member of the family asked for our advice and assistance in setting up their family office. Tax efficiency and privacy were prime concerns, so we advised on the office’s structuring, funding, corporate structures and ownership with this in mind.

Our work included:

  • Advice on the ownership structure for the family office
  • Advice on the methods of funding the family office tax-efficiently
  • Preparing service agreements and employment contracts for family office contractors and staff
  • Acquisition of UK operating companies and their formation into a group structure
  • Acquiring UK commercial and residential properties
  • Advice regarding UK tax residence and domicile for the client and their family (and the application of UK taxes to them and their wealth should they choose to leave the UK)
  • Advice on UK tax implications and international funding options for the creation of a non-UK private fund in Liechtenstein
  • Ongoing succession planning advice
  • Advice about the National Security and Investment Regulations
  • Employee NDAs.

This client’s family has built an extremely high net worth from operating businesses throughout the world. The family members have UK interests, but are resident and domiciled in the Gulf region, as is their family office.

We collaborate seamlessly with their family office to provide a variety of tax, succession planning and employment advice. This includes:

  • Reviewing existing foundation structures that hold the family’s wealth and advising on their strengths and weaknesses
  • Designing and implementing new private trust company structures in Guernsey, Jersey and elsewhere to hold more than US$1 billion of liquid assets
  • Advising on the tax implications of family members becoming UK tax resident and the ability of such family members to remain senior officers of the family companies
  • Employment advice
  • Advice on the UK implications of a non-UK divorce
  • Acting in commercial disputes involving UK assets
  • Advising regarding immigration and employment matters for the family’s personal staff when visiting the UK.

 

This multi-family office was recently established in Boston and London. We’re helping them to identify additional European families to grow the group further.

We’ve advised on a recent overseas investment, working collaboratively with members of our global legal network as the foreign counsel. Our advice has covered Heads of Terms, debt structuring, and regulatory considerations.

We’ve also provided wider advice and guidance on their global investment strategy in jurisdictions including the UK and US.

We’ve acted for this Guernsey-based group for several years, advising on a broad range of cross-border investment documentation.

We’ve also project-managed their foreign legal counsel in key jurisdictions around the world through our dedicated international desks and global network of professional partnerships.

Irwin Mitchell are a very professional, trustworthy and straightforward company to deal with. I would recommend them to anyone."

Client

About Irwin Mitchell

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We have offices around the UK so wherever you are, our experts can help.

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