We have been helping successful family businesses for years and we excel in advising on the numerous legal, tax and emotional issues associated with managing, protecting and passing on your wealth. Just as families are complex, so too are the issues they face. In many cases, it will be a transitional event – such as a sudden death, a generational shift or the sale of a family business – that requires sensitively handling.
Our extensive experience in working with family businesses means we can advise on how best to structure and manage your affairs not just in a tax efficient manner, but also with a pragmatic and sensitive approach.
Integrated Solutions
With our deep experience in taxation, we are particularly well placed to help integrate both the corporate and personal aspects of your family life. Whether that’s the interplay between corporate and personal tax, or advising on the potentially delicate issues surrounding business succession from one generation to the next, we have helped a huge number of family businesses maintain their success.
We approach your situation with a rounded view of every kind of issue you may face, and all of the objectives you are looking to achieve. Our knowledge and experience can be of service in areas such as corporate structuring, regulatory oversight, family and business governance, and business succession planning, as well as more traditional corporate, finance, tax and wealth planning matters.
Our services include:
tax planning;
governance and regulatory advice;
business structuring and transaction support;
management incentives and remuneration;
succession planning;
philanthropy; and
wealth planning - asset and investment protection.
“They are incredibly responsive and are true tax experts. They helped me with a range of issues through sophisticated and rounded advice. ”