Whether you’re a family business or a high net worth individual, we can provide you with dedicated lawyers devoted to the legal and financial specifics in your jurisdiction. As a global law firm, we can guide you through everything from family law and tax to inheritance and succession matters, always discreetly and always through a commercial lens.
Our work covers the complete range of commercial property transactions, including setting up private trusts and taking on functions in the board of trustees. We can also advise you on the complex business of structuring your estate in light of anticipated succession, or when you are drafting wills or contracts of inheritance.
With many years’ experience advising wealthy private clients, we can carefully analyze your family situation and provide you with bespoke legal advice based on your personal context. And because we are a collaborative, inter-disciplinary firm, we can bridge the necessary relationships between the laws of succession, family law, company law and tax law, as well as handle cross-border cases.
Prenuptial or inheritance agreements, for example, call for dedicated knowledge of tax law and, in cases of shareholding, of the relevant company law. We’ll synthesize this knowledge and provide you with the best legal advice for your future.
Our Private Client practice is a multi-disciplinary team made up of lawyers who assist a number of our clients with succession planning matters. Our recent experience in this sphere includes:
- advising the shareholders of an insurance brokerage business in relation to changes within the corporate structure in order to involve the next generation in the business
- advising a high net worth individual in relation to passing on wealth to next generation in a tax efficient manner, including the relevant tax and legal benefits of putting in place a partnership structure for family members
- assisting a high net worth individual with implementing a discretionary trust structure in respect of high value assets
- advising family members on oppression of minority shareholder issues including breakdown at board level in the overall management of the business. Our proactive advice has at times been instrumental in saving a family business from implosion and/or avoiding a public airing of the dispute by resolution of matters at mediation
- advising family members on inheritance issues resulting in mitigation of resulting tax liabilities and management of succession act rights of family members
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